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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
551
Islay Capital Management
Texas
$950K -$171K -1,447 -16%
IWN
552
Independent Wealth Network
Iowa
$949K +$11.2K +95 +1%
CWM
553
Cahaba Wealth Management
Georgia
$938K +$285K +2,406 +45%
WAL
554
W Advisors LLC
Tennessee
$937K – – –
SMC
555
Smith, Moore & Co
Missouri
$935K +$5.92K +50 +0.6%
CCWM
556
Cassaday & Co Wealth Management
Virginia
$932K +$914K +7,727 New
KPWS
557
Kestra Private Wealth Services
Texas
$931K -$72.3K -611 -7%
CT
558
Cambridge Trust
Massachusetts
$929K -$19.8K -167 -2%
JIP
559
Jaffetilchin Investment Partners
Florida
$929K -$19.5K -165 -2%
GVAG
560
Great Valley Advisor Group
Delaware
$924K +$122K +1,035 +16%
OIA
561
Optimum Investment Advisors
Illinois
$922K -$409K -3,457 -31%
BCWM
562
Bartlett & Co Wealth Management
Ohio
$921K -$118K -1,000 -12%
BC
563
Bartlett & Co
Ohio
$921K -$118K -1,000 -12%
BFA
564
Beacon Financial Advisory
Ohio
$918K +$248K +2,097 +38%
GFS
565
GYL Financial Synergies
Connecticut
$913K +$356K +3,011 +66%
FCIM
566
Fairview Capital Investment Management
California
$913K – – –
FHB
567
First Hawaiian Bank
Hawaii
$907K -$10.5K -89 -1%
AIMC
568
Alley Investment Management Company
Illinois
$907K +$234K +1,975 +36%
CA
569
CapWealth Advisors
Tennessee
$905K +$473 +4 +0.1%
LIA
570
LS Investment Advisors
Michigan
$905K – – –
SVWAG
571
Sound View Wealth Advisors Group
Georgia
$900K +$164K +1,382 +22%
CL
572
COWA LLC
Oklahoma
$898K – – –
SSWM
573
Strait & Sound Wealth Management
California
$896K +$853K +7,213 New
OHWP
574
Oak Harbor Wealth Partners
North Carolina
$893K +$118 +1 +0%
BHWM
575
Bar Harbor Wealth Management
New Hampshire
$891K – – –
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23
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