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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
WAL
576
W Advisors LLC
Tennessee
$824K – – –
AP
577
Appleton Partners
Massachusetts
$821K – – –
GRP
578
Global Retirement Partners
California
$818K +$798K +6,160 New
IC
579
Iconiq Capital
California
$816K -$14K -108 -2%
WF
580
Warner Financial
Maryland
$815K +$1.68K +13 +0.2%
TSS
581
Two Sigma Securities
New York
$810K +$372K +2,874 +89%
WA
582
WealthTrust Axiom
Pennsylvania
$809K – – –
FA
583
Fagan Associates
New York
$808K +$647 +5 +0.1%
RPGK
584
Retirement Planning Group (Kansas)
Kansas
$807K -$65.9K -509 -8%
CWM
585
Cornerstone Wealth Management
Missouri
$804K +$32.1K +248 +4%
MOS
586
MGO One Seven
Ohio
$802K +$140K +1,082 +22%
DFG
587
Dupree Financial Group
Kentucky
$799K -$17K -131 -2%
DIP
588
DT Investment Partners
Pennsylvania
$797K – – –
TA
589
TruWealth Advisors
Louisiana
$797K +$1.68K +13 +0.2%
FCFC
590
First Citizens Financial Corp
Iowa
$794K -$465K -3,590 -38%
VCM
591
Virtue Capital Management
Tennessee
$791K -$189K -1,462 -20%
BCWM
592
Bartlett & Co Wealth Management
Ohio
$784K -$3.24K -25 -0.4%
LBC
593
Lowe Brockenbrough & Co
Virginia
$781K – – –
MC
594
Moors & Cabot
Massachusetts
$776K +$518 +4 +0.1%
TWA
595
Trace Wealth Advisors
California
$771K -$41.4K -320 -5%
TYCC
596
Texas Yale Capital Corp
Florida
$770K – – –
APA
597
Astoria Portfolio Advisors
New York
$768K +$147K +1,136 +26%
MCM
598
M1 Capital Management
Michigan
$764K +$4.53K +35 +0.6%
AWM
599
Avior Wealth Management
Nebraska
$760K +$388 +3 +0.1%
MWM
600
Modera Wealth Management
New Jersey
$760K -$66.7K -515 -8%
22 23
24
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