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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
626
Sabal Trust
Florida
$453K +$55.5K +475 +14%
CL
627
Choreo LLC
Illinois
$451K +$5.84K +50 +1%
CWA
628
Clarus Wealth Advisors
Arizona
$450K – – –
VHAM
629
Van Hulzen Asset Management
California
$449K -$15K -128 -3%
EHPM
630
Emery Howard Portfolio Management
California
$449K – – –
TI
631
Trexquant Investment
Connecticut
$448K +$456K +3,904 New
RWG
632
Ratio Wealth Group
Colorado
$445K – – –
CCM
633
Covington Capital Management
California
$441K -$32.1K -275 -7%
SSB
634
Sandy Spring Bank
Maryland
$438K -$31.8K -272 -7%
PMG
635
ProVise Management Group
Florida
$437K +$445K +3,805 New
TCWM
636
Total Clarity Wealth Management
Illinois
$436K -$2.69K -23 -0.6%
IBOK
637
Independence Bank of Kentucky
Kentucky
$434K -$10.5K -90 -2%
BSB
638
Bangor Savings Bank
Maine
$434K – – –
ESB
639
Essex Savings Bank
Connecticut
$434K – – –
BTWM
640
Baker Tilly Wealth Management
Wisconsin
$432K -$33.8K -289 -7%
LDB
641
Lee, Danner & Bass
Tennessee
$432K -$5.84K -50 -1%
BONH
642
Bank of New Hampshire
New Hampshire
$432K – – –
CFSG
643
Community Financial Services Group
Vermont
$432K – – –
WCG
644
Weaver Consulting Group
California
$432K – – –
AFAS
645
Acorn Financial Advisory Services
Virginia
$431K -$19.9K -170 -4%
BFO
646
Biltmore Family Office
North Carolina
$431K +$187K +1,598 +74%
NG
647
Northstar Group
New York
$430K – – –
CB
648
Cadence Bank
Mississippi
$424K – – –
SIC
649
Samalin Investment Counsel
New York
$423K +$55.8K +477 +15%
SW
650
SkyOak Wealth
Michigan
$423K +$116K +995 +37%
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