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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
576
Strait & Sound Wealth Management
California
$875K -$40.9K -300 -4%
BFS
577
Bradley Foster & Sargent
Connecticut
$874K +$41.6K +305 +5%
CGPCS
578
Capital Group Private Client Services
California
$867K -$273 -2 -0%
ST
579
Sageworth Trust
Pennsylvania
$860K -$954 -7 -0.1%
JWM
580
Jupiter Wealth Management
Colorado
$853K – – –
SMFG
581
Sumitomo Mitsui Financial Group
Japan
$849K -$132K -966 -13%
OHWP
582
Oak Harbor Wealth Partners
North Carolina
$848K -$40.9K -300 -4%
KC
583
Kades & Cheifetz
Pennsylvania
$847K +$14.9K +109 +2%
ITIM
584
Indiana Trust & Investment Management
Indiana
$847K – – –
FPCP
585
Fort Point Capital Partners
California
$844K +$39.4K +289 +5%
WDG
586
Wealth Dimensions Group
Ohio
$843K -$20.6K -151 -2%
CF
587
Claris Financial
Virginia
$840K +$872K +6,397 New
AGC
588
Aspen Grove Capital
Colorado
$838K – – –
DFG
589
Dupree Financial Group
Kentucky
$837K -$60K -440 -6%
LNB
590
Ledyard National Bank
$836K -$51.1K -375 -6%
AWM
591
Able Wealth Management
New Jersey
$834K +$136 +1 +0%
PFA
592
Pathway Financial Advisers
Indiana
$829K +$12.3K +90 +1%
CD
593
Chapin Davis
Maryland
$829K – – –
CIA
594
Choate Investment Advisors
Massachusetts
$821K +$59.3K +435 +7%
MFIM
595
Mesirow Financial Investment Management
Illinois
$820K -$34.2K -251 -4%
FMTC
596
Farmers & Merchants Trust Company
California
$818K – – –
IC
597
Iconiq Capital
California
$816K +$5.72K +42 +0.7%
WAL
598
W Advisors LLC
Tennessee
$815K – – –
AP
599
Appleton Partners
Massachusetts
$812K – – –
TWA
600
Trace Wealth Advisors
California
$804K +$834K +6,124 New
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