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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
526
Concurrent Investment Advisors
Florida
$979K -$105K -812 -10%
BHWM
527
Bar Harbor Wealth Management
New Hampshire
$975K – – –
CA
528
Capital Advantage
California
$972K -$63.1K -487 -6%
BFA
529
Beacon Financial Advisory
Ohio
$968K -$75.9K -586 -7%
AWM
530
Aprio Wealth Management
Georgia
$968K +$7.12K +55 +0.8%
CWG
531
Cornerstone Wealth Group
North Carolina
$968K -$23.6K -182 -2%
GPA
532
Guerra Pan Advisors
New Jersey
$967K +$129 +1 +0%
NLP
533
Next Level Private
New York
$965K +$8.8K +68 +0.9%
AF
534
Apollon Financial
South Carolina
$965K – – –
GAM
535
Gould Asset Management
California
$964K -$39.2K -303 -4%
RBFC
536
Roman Butler Fullerton & Co
Missouri
$964K +$129 +1 +0%
SSWM
537
Sheets Smith Wealth Management
North Carolina
$960K -$15.3K -118 -2%
CAAS
538
Capital Asset Advisory Services
Michigan
$954K -$4.27K -33 -0.5%
OHWP
539
Oak Harbor Wealth Partners
North Carolina
$953K +$99K +765 +12%
MFG
540
Merit Financial Group
Georgia
$948K +$559K +4,318 +153%
SNBOSD
541
Security National Bank of So Dak
Iowa
$947K -$25.9K -200 -3%
PP
542
Patten & Patten
Tennessee
$943K -$23.4K -181 -2%
IB
543
Intrust Bank
Kansas
$939K – – –
RCA
544
Resonant Capital Advisors
Wisconsin
$937K +$6.47K +50 +0.7%
AWM
545
Axxcess Wealth Management
California
$936K -$4.27K -33 -0.5%
CW
546
Code Waechter
Florida
$936K – – –
ACP
547
Argyle Capital Partners
California
$935K – – –
FBB
548
Fulton Breakefield Broenniman
Maryland
$935K -$4.79K -37 -0.5%
SWM
549
Sculati Wealth Management
Michigan
$929K -$223K -1,720 -20%
PFA
550
Pathway Financial Advisers
Indiana
$929K +$88.9K +687 +11%
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