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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
576
Trifecta Capital Advisors
Illinois
$660K – – –
SMC
577
Smith, Moore & Co
Missouri
$654K +$51.1K +449 +8%
GCM
578
G2 Capital Management
Ohio
$653K -$87.8K -772 -11%
LNWWM
579
Laird Norton Wetherby Wealth Management
California
$651K – – –
CRC
580
Curi RMB Capital
Illinois
$649K +$109K +955 +19%
DIP
581
DT Investment Partners
Pennsylvania
$646K – – –
USCWA
582
U.S. Capital Wealth Advisors
Texas
$645K – – –
MPW
583
Monterey Private Wealth
California
$644K -$2.73K -24 -0.4%
LBC
584
Lowe Brockenbrough & Co
Virginia
$642K – – –
MIM
585
Marco Investment Management
Georgia
$636K -$569 -5 -0.1%
WF
586
Warner Financial
Maryland
$631K – – –
FA
587
Fagan Associates
New York
$629K – – –
SCA
588
Snowden Capital Advisors
New York
$627K -$611K -5,372 -48%
GSB
589
Greenfield Savings Bank
Massachusetts
$626K -$11.4K -100 -2%
JWS
590
Juncture Wealth Strategies
Arizona
$626K -$20K -176 -3%
TYCC
591
Texas Yale Capital Corp
Florida
$624K -$171K -1,500 -21%
CA
592
CapWealth Advisors
Tennessee
$619K -$2.16K -19 -0.3%
PFA
593
Pathway Financial Advisers
Indiana
$619K +$654K +5,754 New
SFS
594
Stiles Financial Services
Minnesota
$618K -$98K -862 -13%
FPCP
595
Fort Point Capital Partners
California
$615K – – –
WA
596
WealthTrust Axiom
Pennsylvania
$612K -$56.9K -500 -8%
NW
597
NewEdge Wealth
Pennsylvania
$611K -$127K -1,113 -16%
WDG
598
Wealth Dimensions Group
Ohio
$607K -$20.8K -183 -3%
OIA
599
Optimum Investment Advisors
Illinois
$607K -$11.4K -100 -2%
TA
600
TruWealth Advisors
Louisiana
$606K +$7.51K +66 +1%
22 23
24
25 26