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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
626
Evermay Wealth Management
Virginia
$555K -$21.6K -190 -4%
HWMG
627
Hurlow Wealth Management Group
Indiana
$555K – – –
RL
628
Rogco LP
Oklahoma
$555K +$586K +5,154 New
PWM
629
Perigon Wealth Management
California
$554K -$415K -3,648 -41%
VWM
630
Venturi Wealth Management
Texas
$553K -$13.3K -117 -2%
CBFP
631
Cedar Brook Financial Partners
Ohio
$548K -$73.6K -647 -11%
IAS
632
Insigneo Advisory Services
Florida
$546K +$569K +5,000 New
JHCP
633
Jackson Hole Capital Partners
Oklahoma
$543K – – –
WG
634
Welch Group
Alabama
$539K +$200K +1,762 +54%
RCG
635
Regatta Capital Group
California
$538K -$17.9K -157 -3%
GT
636
Greenleaf Trust
Michigan
$537K -$112K -985 -16%
PCA
637
Peddock Capital Advisors
Massachusetts
$537K – – –
AFAS
638
Acorn Financial Advisory Services
Virginia
$536K -$3.41K -30 -0.6%
MCA
639
MSH Capital Advisors
Arizona
$533K +$172K +1,515 +44%
API
640
Advisor Partners II
California
$531K -$5.8K -51 -1%
CWM
641
Cahaba Wealth Management
Georgia
$531K -$12.7K -112 -2%
GIM
642
Grassi Investment Management
California
$529K -$3.41K -30 -0.6%
PFA
643
Pinnacle Family Advisors
Missouri
$528K +$16.4K +144 +3%
WAM
644
Weatherly Asset Management
California
$526K -$48.8K -429 -8%
SWM
645
SeaCrest Wealth Management
New York
$523K -$17.7K -156 -3%
WIM
646
Warwick Investment Management
Texas
$522K – – –
PAM
647
Palisade Asset Management
Minnesota
$517K – – –
BBHC
648
Brown Brothers Harriman & Co
New York
$516K +$177K +1,554 +48%
CNB
649
Camden National Bank
Maine
$515K -$16.5K -145 -3%
GFS
650
GYL Financial Synergies
Connecticut
$514K -$8.42K -74 -2%
24 25
26
27 28