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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
576
IHT Wealth Management
Illinois
$746K +$15.5K +124 +2%
SVWAG
577
Sound View Wealth Advisors Group
Georgia
$744K +$30.9K +247 +4%
WDG
578
Wealth Dimensions Group
Ohio
$740K -$60K -479 -7%
RE
579
RBC Europe
United Kingdom
$735K – – –
KP
580
Keel Point
Alabama
$727K -$613K -4,895 -45%
HAIM
581
Hunter Associates Investment Management
Pennsylvania
$723K +$769K +6,140 New
WA
582
Wealth Alliance
New York
$722K +$559K +4,465 +266%
LNWWM
583
Laird Norton Wetherby Wealth Management
California
$721K -$119K -951 -13%
EL
584
EMFO LLC
Florida
$708K +$1K +8 +0.1%
DIP
585
DT Investment Partners
Pennsylvania
$706K – – –
PPG
586
Peak Planning Group
Colorado
$704K +$749K +5,985 New
AWM
587
Apollon Wealth Management
South Carolina
$702K -$12.5K -100 -2%
BWA
588
BDO Wealth Advisors
Florida
$699K +$16.5K +132 +2%
FNBOSM
589
First National Bank of South Miami
Florida
$697K +$77.2K +617 +12%
NP
590
NorthRock Partners
Minnesota
$689K +$33K +264 +5%
DWT
591
Dorsey & Whitney Trust
South Dakota
$685K -$108K -860 -13%
CBFP
592
Cedar Brook Financial Partners
Ohio
$685K -$21.5K -172 -3%
CA
593
Calton & Associates
Florida
$685K -$16.1K -129 -2%
PCMC
594
Private Capital Management (Colorado)
Colorado
$683K – – –
FCC
595
Florin Court Capital
United Kingdom
$682K -$138K -1,100 -16%
FA
596
Fagan Associates
New York
$682K +$501 +4 +0.1%
WF
597
Warner Financial
Maryland
$682K +$180K +1,437 +33%
FCA
598
FinTrust Capital Advisors
South Carolina
$679K -$42.3K -338 -6%
PFA
599
Pinnacle Family Advisors
Missouri
$679K -$8.39K -67 -1%
MPW
600
Monterey Private Wealth
California
$679K +$4.26K +34 +0.6%
22 23
24
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