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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
601
Robertson Stephens Wealth Management
California
$674K +$22.4K +197 +3%
MIM
602
Marco Investment Management
Georgia
$670K +$43.2K +379 +7%
GSB
603
Greenfield Savings Bank
Massachusetts
$670K – – –
CL
604
Choreo LLC
Illinois
$668K – – –
LBC
605
Lowe Brockenbrough & Co
Virginia
$667K – – –
WF
606
Warner Financial
Maryland
$664K – – –
FA
607
Fagan Associates
New York
$662K +$6.04K +53 +0.9%
VAS
608
Vestmark Advisory Solutions
Massachusetts
$662K +$4.1K +36 +0.6%
FCA
609
FinTrust Capital Advisors
South Carolina
$661K – – –
WDG
610
Wealth Dimensions Group
Ohio
$660K -$9.34K -82 -1%
KM
611
Kalos Management
Georgia
$656K -$33.9K -298 -5%
CA
612
CapWealth Advisors
Tennessee
$654K -$56.6K -497 -8%
CTC
613
Central Trust Company
Missouri
$653K -$16.4K -144 -2%
OIA
614
Optimum Investment Advisors
Illinois
$650K -$104K -909 -14%
CBFP
615
Cedar Brook Financial Partners
Ohio
$650K -$24.1K -212 -4%
FPCP
616
Fort Point Capital Partners
California
$647K +$70.6K +620 +12%
GLA
617
Good Life Advisors
Pennsylvania
$643K +$17.4K +153 +3%
WA
618
Waverly Advisors
Alabama
$640K -$30.4K -267 -5%
SMC
619
Smith, Moore & Co
Missouri
$638K -$293K -2,574 -31%
DWT
620
Dorsey & Whitney Trust
South Dakota
$632K – – –
GPA
621
Guerra Pan Advisors
New Jersey
$632K -$14.5K -127 -2%
TA
622
TruWealth Advisors
Louisiana
$631K -$17.2K -151 -3%
AIA
623
Armor Investment Advisors
North Carolina
$631K -$44.1K -387 -6%
PWLP
624
Prio Wealth Limited Partnership
Massachusetts
$631K -$50.1K -440 -7%
AG
625
Ascent Group
Virginia
$630K -$77.1K -677 -11%
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