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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
576
Chas P. Smith & Associates (CPS)
Florida
$785K – – –
FCA
577
FinTrust Capital Advisors
South Carolina
$783K +$9.62K +77 +1%
WSTAM
578
Wilbanks Smith & Thomas Asset Management
Virginia
$783K +$56.3K +451 +8%
HIP
579
HUB Investment Partners
Texas
$779K -$48.2K -386 -6%
SVWAG
580
Sound View Wealth Advisors Group
Georgia
$779K -$18.4K -147 -2%
BAM
581
Brave Asset Management
New Jersey
$778K -$23.7K -190 -3%
AWM
582
Apollon Wealth Management
South Carolina
$777K +$107K +853 +16%
CIA
583
Choate Investment Advisors
Massachusetts
$771K – – –
EL
584
EMFO LLC
Florida
$770K +$1K +8 +0.1%
DIP
585
DT Investment Partners
Pennsylvania
$769K -$47.5K -380 -6%
CBFP
586
Cedar Brook Financial Partners
Ohio
$768K +$34.2K +274 +5%
SAS
587
Sanford Advisory Services
Michigan
$767K +$8.62K +69 +1%
CA
588
Calton & Associates
Florida
$763K -$194K -1,554 -21%
CTC
589
Central Trust Company
Missouri
$755K – – –
SS
590
Sunbelt Securities
Texas
$751K -$1.04M -8,338 -59%
PFA
591
Pinnacle Family Advisors
Missouri
$748K -$99.8K -799 -12%
MIM
592
Marco Investment Management
Georgia
$748K +$313K +2,505 +75%
GIM
593
Grassi Investment Management
California
$747K -$11.7K -94 -2%
YIH
594
Y-Intercept (HK)
Hong Kong
$746K -$104K -834 -13%
GLA
595
Good Life Advisors
Pennsylvania
$746K +$52.5K +420 +8%
BWA
596
BDO Wealth Advisors
Florida
$745K +$625 +5 +0.1%
MPW
597
Monterey Private Wealth
California
$743K – – –
FA
598
Fagan Associates
New York
$742K +$375 +3 +0.1%
WF
599
Warner Financial
Maryland
$740K +$1.62K +13 +0.3%
PFM
600
Phillips Financial Management
Indiana
$737K +$717K +5,735 New
22 23
24
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