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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOT
626
Trust Company of Toledo
Ohio
$617K -$45.3K -373 -7%
CWM
627
Cornerstone Wealth Management
Missouri
$617K +$2.31K +19 +0.4%
VWM
628
Venturi Wealth Management
Texas
$615K – – –
JHCP
629
Jackson Hole Capital Partners
Oklahoma
$610K – – –
CF
630
Centaurus Financial
California
$607K -$113K -932 -16%
EWM
631
Evermay Wealth Management
Virginia
$607K -$4.86K -40 -0.8%
GI
632
GAMCO Investors
Connecticut
$605K – – –
NAM
633
NorthCrest Asset Manangement
Minnesota
$603K +$2.43K +20 +0.4%
MWM
634
MGB Wealth Management
Texas
$602K – – –
C
635
Certuity
Florida
$602K -$9.1K -75 -1%
TAM
636
TCP Asset Management
Ohio
$601K -$27.3K -225 -4%
SBIA
637
Sheaff Brock Investment Advisors
Indiana
$601K -$47.5K -391 -7%
CIA
638
Concurrent Investment Advisors
Florida
$599K +$94.1K +775 +19%
PWLP
639
Prio Wealth Limited Partnership
Massachusetts
$598K -$3.64K -30 -0.6%
RIA
640
Realta Investment Advisors
Delaware
$597K -$62.8K -517 -9%
HWMG
641
Hurlow Wealth Management Group
Indiana
$596K -$27.4K -226 -4%
GM
642
GeoWealth Management
Illinois
$595K +$597K +4,919 New
JFGIW
643
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$593K -$140K -1,150 -19%
PCA
644
Peddock Capital Advisors
Massachusetts
$592K -$6.92K -57 -1%
WIM
645
Warwick Investment Management
Texas
$587K – – –
HIP
646
HUB Investment Partners
Texas
$586K -$63.9K -526 -10%
WAM
647
Weatherly Asset Management
California
$583K – – –
TW
648
Transform Wealth
Colorado
$579K -$60.7K -500 -9%
BCM
649
BluePointe Capital Management
California
$576K – – –
LNWWM
650
Laird Norton Wetherby Wealth Management
California
$575K -$139K -1,145 -19%
24 25
26
27 28