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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
526
Cornerstone Wealth Group
North Carolina
$1M -$147K -1,099 -13%
PPC
527
Park Place Capital
Alabama
$999K – – –
VCM
528
Virtue Capital Management
Tennessee
$996K +$61.3K +457 +7%
WFA
529
Wellspring Financial Advisors
Ohio
$992K – – –
FWA
530
Flagship Wealth Advisors
Massachusetts
$990K +$939 +7 +0.1%
SSWM
531
Sheets Smith Wealth Management
North Carolina
$987K +$939 +7 +0.1%
AWM
532
AE Wealth Management
Kansas
$987K -$238K -1,774 -19%
BHWM
533
Bar Harbor Wealth Management
New Hampshire
$986K -$14.1K -105 -1%
SNBOSD
534
Security National Bank of So Dak
Iowa
$984K -$53.6K -400 -5%
PP
535
Patten & Patten
Tennessee
$978K – – –
GPA
536
Guerra Pan Advisors
New Jersey
$977K – – –
LWM
537
Lakeridge Wealth Management
Ohio
$975K +$55.4K +413 +6%
AF
538
Apollon Financial
South Carolina
$975K -$60.3K -450 -6%
EB
539
Eastern Bank
Massachusetts
$975K -$43.8K -327 -4%
AWM
540
Aprio Wealth Management
Georgia
$971K +$26.8K +200 +3%
TW
541
Transform Wealth
Colorado
$968K -$40.1K -299 -4%
NLP
542
Next Level Private
New York
$966K +$7.51K +56 +0.8%
CAAS
543
Capital Asset Advisory Services
Michigan
$955K +$22K +164 +2%
AWM
544
Axxcess Wealth Management
California
$951K +$16.6K +124 +2%
FBB
545
Fulton Breakefield Broenniman
Maryland
$951K -$1.11M -8,251 -54%
IB
546
Intrust Bank
Kansas
$949K – – –
CW
547
Code Waechter
Florida
$947K – – –
ACP
548
Argyle Capital Partners
California
$946K +$242K +1,802 +34%
RCA
549
Resonant Capital Advisors
Wisconsin
$941K +$939 +7 +0.1%
MA
550
MKT Advisors
California
$927K +$402 +3 +0%
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