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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
626
U.S. Capital Wealth Advisors
Texas
$458K +$467K +3,995 New
CSIC
627
Clifford Swan Investment Counsel
California
$453K -$23.4K -200 -5%
ST
628
Sabal Trust
Florida
$453K +$55.5K +475 +14%
CL
629
Choreo LLC
Illinois
$451K +$5.84K +50 +1%
CWA
630
Clarus Wealth Advisors
Arizona
$450K – – –
VHAM
631
Van Hulzen Asset Management
California
$449K -$15K -128 -3%
EHPM
632
Emery Howard Portfolio Management
California
$449K – – –
TI
633
Trexquant Investment
Connecticut
$448K +$456K +3,904 New
RWG
634
Ratio Wealth Group
Colorado
$445K – – –
CCM
635
Covington Capital Management
California
$441K -$32.1K -275 -7%
SSB
636
Sandy Spring Bank
Maryland
$438K -$31.8K -272 -7%
PMG
637
ProVise Management Group
Florida
$437K +$445K +3,805 New
TCWM
638
Total Clarity Wealth Management
Illinois
$436K -$2.69K -23 -0.6%
IBOK
639
Independence Bank of Kentucky
Kentucky
$434K -$10.5K -90 -2%
BSB
640
Bangor Savings Bank
Maine
$434K – – –
ESB
641
Essex Savings Bank
Connecticut
$434K – – –
BTWM
642
Baker Tilly Wealth Management
Wisconsin
$432K -$33.8K -289 -7%
LDB
643
Lee, Danner & Bass
Tennessee
$432K -$5.84K -50 -1%
BONH
644
Bank of New Hampshire
New Hampshire
$432K – – –
CFSG
645
Community Financial Services Group
Vermont
$432K – – –
WCG
646
Weaver Consulting Group
California
$432K – – –
AFAS
647
Acorn Financial Advisory Services
Virginia
$431K -$19.9K -170 -4%
BFO
648
Biltmore Family Office
North Carolina
$431K +$187K +1,598 +74%
NG
649
Northstar Group
New York
$430K – – –
CB
650
Cadence Bank
Mississippi
$424K – – –
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