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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
626
Orleans Capital Management
Louisiana
$460K – – –
PBF
627
Petix & Botte Financial
California
$460K +$447K +4,336 New
VNA
628
Valley National Advisers
Pennsylvania
$459K – – –
WCG
629
Weaver Consulting Group
California
$457K -$103K -1,000 -18%
NS
630
NewDay Solutions
New Hampshire
$457K -$37.7K -366 -8%
CAN
631
Claraphi Advisory Network
United States
$452K -$11.6K -113 -3%
VHAM
632
Van Hulzen Asset Management
California
$450K +$19.6K +190 +5%
CA
633
Corrado Advisors
New Jersey
$447K +$7.62K +74 +2%
NWS
634
Newport Wealth Strategies
California
$445K +$206 +2 +0%
EHPM
635
Emery Howard Portfolio Management
California
$437K -$68.6K -666 -14%
FA
636
FC Advisory
Pennsylvania
$437K +$9.68K +94 +2%
WCF
637
West Coast Financial
California
$436K -$37.2K -361 -8%
FMWA
638
Forvis Mazars Wealth Advisors
Missouri
$434K -$5.97K -58 -1%
WSTAM
639
Wilbanks Smith & Thomas Asset Management
Virginia
$434K -$721 -7 -0.2%
CCA
640
Clearwater Capital Advisors
Illinois
$433K -$30.1K -292 -7%
CSIC
641
Clifford Swan Investment Counsel
California
$433K – – –
FFA
642
First Foundation Advisors
California
$433K +$60.9K +591 +17%
ACA
643
Atlas Capital Advisors
Wyoming
$432K -$1.34K -13 -0.3%
NNP
644
Nachman Norwood & Parrott
South Carolina
$429K +$3.19K +31 +0.8%
AP
645
Appleton Partners
Massachusetts
$427K -$20K -194 -5%
MC
646
Moors & Cabot
Massachusetts
$425K +$10.9K +106 +3%
ATFA
647
All Terrain Financial Advisors
Minnesota
$422K -$49.8K -483 -11%
MFM
648
Mirsky Financial Management
New York
$420K – – –
VWA
649
V Wealth Advisors
Kansas
$419K – – –
AMC
650
Asset Management Corp
Illinois
$408K +$398K +3,862 New
24 25
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