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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
601
Monterey Private Wealth
California
$718K +$2.54K +21 +0.3%
TCA
602
Trifecta Capital Advisors
Illinois
$718K -$48.4K -400 -6%
KM
603
Kalos Management
Georgia
$713K – – –
HI
604
Harbour Investments
Wisconsin
$713K +$69.9K +578 +10%
LNWWM
605
Laird Norton Wetherby Wealth Management
California
$709K -$44K -364 -6%
FIA
606
Foundations Investment Advisors
Arizona
$707K +$27.7K +229 +4%
PPG
607
Peak Planning Group
Colorado
$706K +$121 +1 +0%
HAIM
608
Hunter Associates Investment Management
Pennsylvania
$705K -$12.1K -100 -2%
PWLP
609
Prio Wealth Limited Partnership
Massachusetts
$704K +$15.1K +125 +2%
USCWA
610
U.S. Capital Wealth Advisors
Texas
$702K +$181K +1,500 +33%
DIP
611
DT Investment Partners
Pennsylvania
$702K -$21.2K -175 -3%
GT
612
Greenleaf Trust
Michigan
$700K +$96.2K +795 +15%
AIA
613
Armor Investment Advisors
North Carolina
$698K -$37.9K -313 -5%
CBFP
614
Cedar Brook Financial Partners
Ohio
$697K +$17.1K +141 +2%
PIA
615
Pinion Investment Advisors
Kansas
$693K +$17.9K +148 +3%
GSB
616
Greenfield Savings Bank
Massachusetts
$693K -$12.1K -100 -2%
WA
617
Waverly Advisors
Alabama
$693K -$3.17M -26,203 -82%
FPAS
618
Focus Partners Advisor Solutions
Missouri
$693K +$265K +2,191 +59%
WDG
619
Wealth Dimensions Group
Ohio
$692K -$18.6K -154 -3%
CTC
620
Central Trust Company
Missouri
$692K +$17.7K +146 +3%
CL
621
Choreo LLC
Illinois
$691K +$75K +620 +12%
LBC
622
Lowe Brockenbrough & Co
Virginia
$689K +$396K +3,274 +125%
WF
623
Warner Financial
Maryland
$687K +$3.51K +29 +0.5%
BW
624
BIP Wealth
Georgia
$685K +$707K +5,846 New
EWM
625
Evermay Wealth Management
Virginia
$681K – – –
23 24
25
26 27