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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
651
Avidian Wealth Enterprises
Texas
$341K +$333K +3,344 New
BSA
652
Bull Street Advisors
Georgia
$339K +$332K +3,325 New
AWM
653
Affinity Wealth Management
Delaware
$335K – – –
AFS
654
Access Financial Services
Minnesota
$334K – – –
PCM
655
Parsons Capital Management
Rhode Island
$333K – – –
WG
656
Welch Group
Alabama
$333K +$21.3K +214 +7%
SAM
657
SignalPoint Asset Management
Missouri
$327K – – –
SMFS
658
Squar Milner Financial Services
California
$327K +$55.3K +555 +16%
NAMP
659
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$322K -$109K -1,090 -26%
RMC
660
Regis Management Company
California
$322K – – –
AI
661
Accredited Investors
Minnesota
$321K – – –
CWM
662
Cabot Wealth Management
Massachusetts
$321K – – –
AA
663
Ancora Advisors
Ohio
$317K – – –
SYBT
664
Stock Yards Bank & Trust
Kentucky
$314K – – –
MIM
665
Marco Investment Management
Georgia
$312K – – –
KPCM
666
Kings Point Capital Management
New York
$308K – – –
AA
667
AlphaMark Advisors
Kentucky
$304K +$19.9K +200 +7%
PFA
668
Paradigm Financial Advisors
Missouri
$302K +$10.2K +102 +4%
WIC
669
Woodmont Investment Counsel
Tennessee
$300K – – –
PCA
670
Providence Capital Advisors
North Carolina
$299K -$10.7K -107 -4%
AWM
671
AllSquare Wealth Management
New York
$299K -$3.89K -39 -1%
RM
672
Resource Management
Louisiana
$299K – – –
BFPW
673
BOK Financial Private Wealth
Colorado
$297K – – –
LC
674
LCNB Corp
Ohio
$297K – – –
SAM
675
Silvercrest Asset Management
New York
$297K – – –
25 26
27
28 29