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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
651
PBMares Wealth Management
Virginia
$611K +$5.75K +46 +1%
SWP
652
Strategic Wealth Partners
Ohio
$607K -$1.75K -14 -0.3%
CCB
653
Country Club Bank
Missouri
$605K +$584K +4,674 New
SBH
654
Segall Bryant & Hamill
Illinois
$602K +$586K +4,694 New
LIM
655
Leavell Investment Management
Alabama
$599K -$200K -1,600 -26%
CT
656
Cambridge Trust
Massachusetts
$599K -$31.7K -254 -5%
MFS
657
Madrona Financial Services
Washington
$590K – – –
HWA
658
HCR Wealth Advisors
California
$584K – – –
JFGIW
659
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$580K – – –
MCM
660
Moore Capital Management
New York
$577K +$562K +4,500 New
KWM
661
Kingsview Wealth Management
Oregon
$576K -$548K -4,385 -49%
WCG
662
Weaver Consulting Group
California
$576K +$102K +815 +22%
C
663
Covestor
United Kingdom
$576K +$279K +2,237 +99%
CP
664
Cumberland Partners
Ontario, Canada
$575K -$871K -6,970 -61%
CAN
665
Claraphi Advisory Network
United States
$574K +$559K +4,476 New
VIP
666
Vantage Investment Partners
Missouri
$573K – – –
TA
667
TruWealth Advisors
Louisiana
$569K – – –
EWA
668
Exencial Wealth Advisors
Oklahoma
$564K -$95.6K -765 -15%
BAM
669
Bellevue Asset Management
Washington
$564K -$82.3K -659 -13%
SFS
670
Summit Financial Strategies
Ohio
$563K – – –
BONH
671
Bank of New Hampshire
New Hampshire
$559K – – –
FMC
672
First Merchants Corp
Indiana
$559K – – –
ERWM
673
Elk River Wealth Management
Colorado
$557K – – –
FPCP
674
Fort Point Capital Partners
California
$557K +$26.1K +209 +5%
CCMG
675
Clark Capital Management Group
Pennsylvania
$553K -$302K -2,417 -36%
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