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iShares Select Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
626
Bedel Financial Consulting
Indiana
$689K
WIM
627
Warwick Investment Management
Texas
$689K
FFW
628
Fusion Family Wealth
New York
$688K +$16.3K +118 +3%
CAG
629
Crestwood Advisors Group
Massachusetts
$678K
PGA
630
Portland Global Advisors
Maine
$675K
CFS
631
Coordinated Financial Services
Colorado
$674K +$656K +4,740 New
MWM
632
MGB Wealth Management
Texas
$672K +$8.45K +61 +1%
TCOT
633
Trust Company of Toledo
Ohio
$671K -$57.6K -416 -8%
SWA
634
Strategies Wealth Advisors
Michigan
$669K +$3.74K +27 +0.6%
SW
635
SVB Wealth
Massachusetts
$669K -$13.4K -97 -2%
WAM
636
Weatherly Asset Management
California
$667K -$2.91K -21 -0.4%
BBHC
637
Brown Brothers Harriman & Co
New York
$666K +$13.8K +100 +2%
Thrivent Financial for Lutherans
638
Thrivent Financial for Lutherans
Minnesota
$666K -$1.34M -9,681 -67%
EWM
639
Evermay Wealth Management
Virginia
$664K -$15.9K -115 -2%
PCM
640
Prelude Capital Management
New York
$664K -$227K -1,642 -26%
WG
641
Welch Group
Alabama
$662K +$28.1K +203 +5%
MWM
642
Mascoma Wealth Management
New Hampshire
$659K +$969 +7 +0.2%
KWS
643
Keystone Wealth Services
California
$658K -$11.2K -81 -2%
BCWM
644
Bartlett & Co Wealth Management
Ohio
$658K -$177K -1,275 -22%
BW
645
BIP Wealth
Georgia
$650K
COI
646
Connable Office Inc
Michigan
$647K +$195K +1,406 +45%
SCTC
647
Sanibel Captiva Trust Company
Florida
$646K -$8.86K -64 -1%
MSWM
648
Mowery & Schoenfeld Wealth Management
Illinois
$646K
RPWA
649
Regent Peak Wealth Advisors
Georgia
$642K +$626K +4,517 New
SWM
650
Spire Wealth Management
Virginia
$635K