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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
576
BDO Wealth Advisors
Florida
$712K -$29.8K -250 -4%
WSTAM
577
Wilbanks Smith & Thomas Asset Management
Virginia
$712K – – –
FA
578
Fagan Associates
New York
$709K +$834 +7 +0.1%
WOSD
579
WFA of San Diego
California
$708K +$328K +2,750 +91%
MPW
580
Monterey Private Wealth
California
$704K +$17.6K +148 +3%
SC
581
SouthState Corp
Florida
$701K – – –
CBFP
582
Cedar Brook Financial Partners
Ohio
$701K +$15.7K +132 +2%
AC
583
Alley Company
Illinois
$695K +$37.4K +314 +6%
CW
584
CreativeOne Wealth
Kansas
$695K +$164K +1,378 +32%
HWA
585
Heartwood Wealth Advisors
Virginia
$685K +$3.34K +28 +0.5%
GFS
586
GYL Financial Synergies
Connecticut
$685K +$69.3K +581 +12%
BBHC
587
Brown Brothers Harriman & Co
New York
$683K +$54.2K +455 +9%
NFC
588
Northeast Financial Consultants
Connecticut
$682K – – –
AWA
589
Arkadios Wealth Advisors
Georgia
$679K +$24.8K +208 +4%
CA
590
CoreCap Advisors
Michigan
$679K +$661K +5,542 New
PPW
591
Parcion Private Wealth
Washington
$676K +$631K +5,291 New
BWA
592
Blodgett Wealth Advisors
California
$673K +$654K +5,488 New
B
593
Bailard
California
$670K +$51.5K +432 +9%
DY
594
Dowling & Yahnke
California
$669K – – –
SWA
595
SFMG Wealth Advisors
Texas
$668K +$251K +2,106 +63%
VCM
596
Versant Capital Management
Arizona
$665K – – –
GPA
597
Guerra Pan Advisors
New Jersey
$663K +$644K +5,405 New
GLA
598
Good Life Advisors
Pennsylvania
$662K +$5.36K +45 +0.8%
DAS
599
Dynamic Advisor Solutions
Arizona
$661K -$410K -3,438 -39%
TLP
600
Trinity Legacy Partners
Texas
$661K -$2.74K -23 -0.4%
22 23
24
25 26