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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
576
Pathway Financial Advisers
Indiana
$847K -$1.74K -13 -0.2%
CF
577
Claris Financial
Virginia
$840K – – –
AL
578
Aspiriant LLC
California
$839K +$19.7K +147 +2%
IC
579
Iconiq Capital
California
$839K +$4.56K +34 +0.5%
OAS
580
Optivise Advisory Services
Tennessee
$839K -$174K -1,296 -17%
MWM
581
Modera Wealth Management
New Jersey
$838K -$257K -1,914 -23%
FMTC
582
Farmers & Merchants Trust Company
California
$837K – – –
SS
583
Sunbelt Securities
Texas
$836K -$1.35M -10,061 -62%
WAL
584
W Advisors LLC
Tennessee
$834K – – –
AP
585
Appleton Partners
Massachusetts
$830K – – –
USCWA
586
U.S. Capital Wealth Advisors
Texas
$828K +$89.8K +670 +12%
DFG
587
Dupree Financial Group
Kentucky
$825K -$31.5K -235 -4%
LNB
588
Ledyard National Bank
$823K -$31.5K -235 -4%
TWA
589
Trace Wealth Advisors
California
$822K – – –
WF
590
Warner Financial
Maryland
$822K +$1.34K +10 +0.2%
OSAM
591
O'Shaughnessy Asset Management
Connecticut
$819K -$393K -2,933 -32%
WA
592
WealthTrust Axiom
Pennsylvania
$818K – – –
QC
593
Quadrature Capital
United Kingdom
$818K +$816K +6,087 New
FA
594
Fagan Associates
New York
$817K +$536 +4 +0.1%
AI
595
Atria Investments
North Carolina
$811K -$4.11M -30,641 -84%
DIP
596
DT Investment Partners
Pennsylvania
$806K – – –
TA
597
TruWealth Advisors
Louisiana
$804K +$1.34K +10 +0.2%
RPWA
598
Regent Peak Wealth Advisors
Georgia
$797K -$278K -2,073 -26%
BCWM
599
Bartlett & Co Wealth Management
Ohio
$796K -$191K -1,425 -19%
LBC
600
Lowe Brockenbrough & Co
Virginia
$790K – – –
22 23
24
25 26