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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
551
Lakeridge Wealth Management
Ohio
$924K -$39.5K -305 -4%
CCB
552
Country Club Bank
Missouri
$922K – – –
AIP
553
Almanack Investment Partners
Pennsylvania
$915K +$892K +6,889 New
WFA
554
Wellspring Financial Advisors
Ohio
$906K -$72.4K -559 -8%
CFO
555
CVA Family Office
Colorado
$906K +$1.68K +13 +0.2%
JWM
556
Jupiter Wealth Management
Colorado
$905K – – –
HA
557
Helium Advisors
Washington
$899K -$8.68K -67 -1%
SSWM
558
Strait & Sound Wealth Management
California
$883K -$2.07K -16 -0.2%
CIAS
559
CBIZ Investment Advisory Services
Ohio
$880K -$359K -2,774 -30%
TNB
560
Thomasville National Bank
Georgia
$874K -$12.9K -100 -1%
WPW
561
Waldron Private Wealth
Pennsylvania
$872K – – –
ST
562
Sageworth Trust
Pennsylvania
$870K – – –
EB
563
Eastern Bank
Massachusetts
$866K -$95.8K -740 -10%
FPCP
564
Fort Point Capital Partners
California
$860K +$1.81K +14 +0.2%
ITIM
565
Indiana Trust & Investment Management
Indiana
$856K – – –
CGPCS
566
Capital Group Private Client Services
California
$855K -$3.11K -24 -0.4%
OAS
567
Optivise Advisory Services
Tennessee
$854K +$23.7K +183 +3%
AGC
568
Aspen Grove Capital
Colorado
$853K +$5.83K +45 +0.7%
WDG
569
Wealth Dimensions Group
Ohio
$850K +$2.07K +16 +0.3%
DQRIM
570
Dale Q Rice Investment Management
Washington
$847K -$811K -6,260 -50%
USCWA
571
U.S. Capital Wealth Advisors
Texas
$845K +$25.9K +200 +3%
AWM
572
Able Wealth Management
New Jersey
$844K – – –
PCM
573
Prelude Capital Management
New York
$839K +$818K +6,314 New
AL
574
Aspiriant LLC
California
$830K – – –
FMTC
575
Farmers & Merchants Trust Company
California
$828K – – –
21 22
23
24 25