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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
576
Moors & Cabot
Massachusetts
$831K +$554 +4 +0.1%
TWA
577
Trace Wealth Advisors
California
$825K – – –
KF
578
Krilogy Financial
Missouri
$824K +$822K +5,934 New
TYCC
579
Texas Yale Capital Corp
Florida
$823K – – –
DFG
580
Dupree Financial Group
Kentucky
$823K -$30.7K -222 -4%
CWM
581
Cornerstone Wealth Management
Missouri
$819K -$40K -289 -5%
SMFG
582
Sumitomo Mitsui Financial Group
Japan
$817K +$94.5K +682 +13%
MCM
583
M1 Capital Management
Michigan
$812K -$5.12K -37 -0.6%
OSAM
584
O'Shaughnessy Asset Management
Connecticut
$810K +$57.5K +415 +8%
AIMC
585
Alley Investment Management Company
Illinois
$808K -$2.91K -21 -0.4%
MWM
586
Modera Wealth Management
New Jersey
$808K -$4.99K -36 -0.6%
RWA
587
River Wealth Advisors
Pennsylvania
$806K – – –
NFG
588
Nations Financial Group
Iowa
$804K +$49.2K +355 +7%
MBT
589
Montecito Bank & Trust
California
$793K +$773K +5,582 New
MIM
590
Marco Investment Management
Georgia
$793K – – –
CIA
591
Choate Investment Advisors
Massachusetts
$780K – – –
CCWM
592
Cassaday & Co Wealth Management
Virginia
$774K – – –
QWM
593
Quadcap Wealth Management
Texas
$762K +$3.74K +27 +0.5%
SAI
594
Savvy Advisors Inc
New York
$761K +$12.6K +91 +2%
FPW
595
Flywheel Private Wealth
California
$752K – – –
MPWT
596
MassMutual Private Wealth & Trust
Connecticut
$750K +$374K +2,700 +105%
SEIA
597
Signature Estate & Investment Advisors
California
$748K -$14.3K -103 -2%
NGA
598
Naples Global Advisors
Florida
$746K +$34.6K +250 +5%
VCM
599
Versant Capital Management
Arizona
$746K – – –
TAM
600
TCP Asset Management
Ohio
$745K +$969 +7 +0.1%
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