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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
626
Diversified Trust
Tennessee
$796K +$107K +760 +16%
OSAM
627
O'Shaughnessy Asset Management
Connecticut
$795K -$9.18K -65 -1%
MIP
628
Marietta Investment Partners
Wisconsin
$790K -$565K -4,000 -42%
MIM
629
Marco Investment Management
Georgia
$789K +$1.41K +10 +0.2%
TAFW
630
Tred Avon Family Wealth
Maryland
$788K +$789K +5,583 New
MBT
631
Montecito Bank & Trust
California
$788K – – –
VWM
632
Venturi Wealth Management
Texas
$788K -$185K -1,310 -19%
HNWA
633
Henrickson Nauta Wealth Advisors
Michigan
$787K +$379K +2,685 +98%
CIA
634
Choate Investment Advisors
Massachusetts
$775K – – –
SFG
635
SageGuard Financial Group
Tennessee
$773K +$774K +5,477 New
RPGK
636
Retirement Planning Group (Kansas)
Kansas
$773K -$79.7K -564 -9%
CCWM
637
Cassaday & Co Wealth Management
Virginia
$769K – – –
TCOV
638
Trust Company of Vermont
Vermont
$763K +$60.7K +430 +9%
IP
639
Ignite Planners
California
$759K -$11.6K -82 -2%
QWM
640
Quadcap Wealth Management
Texas
$751K -$6.5K -46 -0.9%
VA
641
VestGen Advisors
Illinois
$750K -$1.22M -8,622 -62%
SEIA
642
Signature Estate & Investment Advisors
California
$749K +$5.51K +39 +0.7%
FPW
643
Flywheel Private Wealth
California
$747K – – –
CHAM
644
Clear Harbor Asset Management
Connecticut
$744K +$283K +2,000 +61%
AC
645
Apella Capital
Connecticut
$743K +$146K +1,031 +24%
TAM
646
TCP Asset Management
Ohio
$742K +$1.27K +9 +0.2%
NGA
647
Naples Global Advisors
Florida
$741K – – –
VCM
648
Versant Capital Management
Arizona
$741K – – –
AFP
649
Ausdal Financial Partners
Iowa
$740K +$32.5K +230 +5%
LWL
650
Leo Wealth LLC
Texas
$735K +$5.51K +39 +0.8%
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