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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
601
Legacy Wealth Planning
Nevada
$679K +$57.2K +457 +9%
CTC
602
Central Trust Company
Missouri
$678K -$16.5K -132 -2%
CPSAC
603
Chas P. Smith & Associates (CPS)
Florida
$672K -$51.3K -410 -7%
LWM
604
Loveless Wealth Management
Montana
$671K – – –
TA
605
TruWealth Advisors
Louisiana
$663K +$150K +1,195 +27%
GPA
606
Guerra Pan Advisors
New Jersey
$661K +$125 +1 +0%
FFA
607
Founders Financial Alliance
North Carolina
$653K +$417K +3,331 +150%
MIM
608
Marco Investment Management
Georgia
$652K -$37.6K -300 -5%
TLP
609
Trinity Legacy Partners
Texas
$652K – – –
AIMC
610
Alley Investment Management Company
Illinois
$651K +$8.89K +71 +1%
MPCG
611
Matrix Private Capital Group
New York
$646K +$29.3K +234 +4%
SWA
612
SFMG Wealth Advisors
Texas
$640K -$2.13K -17 -0.3%
BSW
613
Buckingham Strategic Wealth
Missouri
$640K +$447K +3,571 +191%
VCM
614
Versant Capital Management
Arizona
$639K – – –
SC
615
SouthState Corp
Florida
$634K -$42.3K -338 -6%
KCM
616
Kanawha Capital Management
Virginia
$633K -$287K -2,296 -30%
HI
617
Harbour Investments
Wisconsin
$633K +$674K +5,382 New
DLHL
618
Donald L. Hagan LLC
Florida
$632K – – –
CG
619
Caprock Group
Idaho
$632K +$339K +2,705 +101%
DY
620
Dowling & Yahnke
California
$631K -$17K -136 -2%
EWM
621
Evermay Wealth Management
Virginia
$630K – – –
GIM
622
Grassi Investment Management
California
$628K -$61.8K -494 -8%
CWM
623
Cahaba Wealth Management
Georgia
$627K +$3.38K +27 +0.5%
VAS
624
Vestmark Advisory Solutions
Massachusetts
$625K +$231K +1,843 +53%
LPIC
625
LeJeune Puetz Investment Counsel
Michigan
$623K – – –
23 24
25
26 27