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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
651
GYL Financial Synergies
Connecticut
$514K -$8.42K -74 -2%
BW
652
BIP Wealth
Georgia
$512K -$48.1K -423 -8%
CG
653
Caprock Group
Idaho
$511K – – –
KWS
654
Keystone Wealth Services
California
$509K -$114 -1 -0%
LPAM
655
Lodestar Private Asset Management
California
$507K – – –
CIA
656
Choate Investment Advisors
Massachusetts
$506K – – –
CCMG
657
Clark Capital Management Group
Pennsylvania
$505K -$204K -1,798 -28%
HWA
658
Heartwood Wealth Advisors
Virginia
$500K -$370K -3,256 -41%
TC
659
Telemus Capital
Michigan
$497K -$48.4K -426 -8%
SFS
660
Summit Financial Strategies
Ohio
$495K – – –
VIP
661
Vantage Investment Partners
Missouri
$492K – – –
PO
662
Private Ocean
California
$492K – – –
EWA
663
Exencial Wealth Advisors
Oklahoma
$491K +$16.5K +145 +3%
NAM
664
NorthCrest Asset Manangement
Minnesota
$490K +$3.41K +30 +0.7%
SWM
665
Selective Wealth Management
Virginia
$487K +$3.3K +29 +0.6%
RA
666
RFG Advisory
Alabama
$486K -$678K -5,966 -57%
WCG
667
Weaver Consulting Group
California
$484K -$8.53K -75 -2%
TCWM
668
Total Clarity Wealth Management
Illinois
$479K +$1.48K +13 +0.3%
IP
669
Investment Partners
Ohio
$477K +$73.5K +646 +17%
CCWM
670
Cassaday & Co Wealth Management
Virginia
$476K – – –
BFG
671
Bleakley Financial Group
New Jersey
$476K -$255K -2,244 -34%
MFS
672
Madrona Financial Services
Washington
$475K – – –
ERWM
673
Elk River Wealth Management
Colorado
$471K – – –
FMC
674
First Merchants Corp
Indiana
$470K – – –
TAM
675
TCP Asset Management
Ohio
$468K +$15.9K +140 +3%
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