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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
651
Marco Investment Management
Georgia
$301K -$32.1K -335 -10%
WG
652
Welch Group
Alabama
$299K – – –
GIM
653
Grassi Investment Management
California
$298K +$291K +3,040 New
1SB
654
1ST Source Bank
Indiana
$293K +$28.7K +300 +11%
GFS
655
GYL Financial Synergies
Connecticut
$292K – – –
FFA
656
First Foundation Advisors
California
$291K +$3.83K +40 +1%
DAS
657
Dynamic Advisor Solutions
Arizona
$291K +$6.23K +65 +2%
AWM
658
AllSquare Wealth Management
New York
$291K +$10.7K +112 +4%
AAS
659
Annex Advisory Services
Wisconsin
$291K +$68.2K +712 +32%
BOPW
660
Brandywine Oak Private Wealth
Pennsylvania
$291K +$122K +1,269 +75%
PG
661
Patten Group
Tennessee
$289K +$9.1K +95 +3%
WIC
662
Woodmont Investment Counsel
Tennessee
$289K +$14.4K +150 +5%
RM
663
Resource Management
Louisiana
$288K – – –
BFPW
664
BOK Financial Private Wealth
Colorado
$286K – – –
SAM
665
Silvercrest Asset Management
New York
$286K – – –
LC
666
LCNB Corp
Ohio
$286K +$4.69K +49 +2%
PFA
667
Paradigm Financial Advisors
Missouri
$283K – – –
PCA
668
Providence Capital Advisors
North Carolina
$282K -$207K -2,160 -43%
YWP
669
YorkBridge Wealth Partners
New York
$279K -$12.5K -131 -4%
TCOV
670
Trust Company of Vermont
Vermont
$279K – – –
DWA
671
Douglass Winthrop Advisors
New York
$275K – – –
WIA
672
World Investment Advisors
California
$272K – – –
VWA
673
V Wealth Advisors
Kansas
$271K -$19.2K -200 -7%
ST
674
Sentinel Trust
Texas
$270K – – –
IFA
675
Interactive Financial Advisors
Illinois
$269K -$10.3K -108 -4%
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