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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
RTS
551
Round Table Services
New Jersey
$786K +$764K +6,409 New
CA
552
Continuum Advisory
Idaho
$783K +$70.4K +591 +10%
DIP
553
DT Investment Partners
Pennsylvania
$782K – – –
PPW
554
Pinnacle Private Wealth
Massachusetts
$774K +$753K +6,317 New
LIM
555
Leavell Investment Management
Alabama
$769K +$238 +2 +0%
BAM
556
Brave Asset Management
New Jersey
$768K +$95.5K +801 +15%
PO
557
Private Ocean
California
$767K -$119 -1 -0%
RE
558
RBC Europe
United Kingdom
$766K -$148K -1,240 -17%
SVWAG
559
Sound View Wealth Advisors Group
Georgia
$763K +$94.3K +791 +15%
CPSAC
560
Chas P. Smith & Associates (CPS)
Florida
$751K -$23.8K -200 -3%
UI
561
Unconventional Investor
New Hampshire
$751K +$730K +6,125 New
BFA
562
Beacon Financial Advisory
Ohio
$749K +$39K +327 +6%
FCA
563
FinTrust Capital Advisors
South Carolina
$739K -$44K -369 -6%
PPG
564
Peak Planning Group
Colorado
$738K +$954 +8 +0.1%
CIA
565
Choate Investment Advisors
Massachusetts
$738K -$139K -1,169 -16%
ADL
566
Asset Dedication LLC
California
$735K -$646K -5,422 -47%
EL
567
EMFO LLC
Florida
$735K -$17.9K -150 -2%
VC
568
Vicus Capital
Pennsylvania
$732K +$6.2K +52 +0.9%
GIM
569
Grassi Investment Management
California
$727K +$111K +935 +19%
SAS
570
Sanford Advisory Services
Michigan
$725K +$119 +1 +0%
CTC
571
Central Trust Company
Missouri
$723K – – –
PAS
572
Park Avenue Securities
New York
$723K +$13.1K +110 +2%
TSS
573
Two Sigma Securities
New York
$719K +$83.4K +700 +14%
LWM
574
Loveless Wealth Management
Montana
$718K – – –
SBIA
575
Sheaff Brock Investment Advisors
Indiana
$716K – – –
21 22
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