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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
651
BIP Wealth
Georgia
$512K -$48.1K -423 -8%
CG
652
Caprock Group
Idaho
$511K – – –
KWS
653
Keystone Wealth Services
California
$509K -$114 -1 -0%
LPAM
654
Lodestar Private Asset Management
California
$507K – – –
CIA
655
Choate Investment Advisors
Massachusetts
$506K – – –
CCMG
656
Clark Capital Management Group
Pennsylvania
$505K -$204K -1,798 -28%
HWA
657
Heartwood Wealth Advisors
Virginia
$500K -$370K -3,256 -41%
TC
658
Telemus Capital
Michigan
$497K -$48.4K -426 -8%
SFS
659
Summit Financial Strategies
Ohio
$495K – – –
VIP
660
Vantage Investment Partners
Missouri
$492K – – –
PO
661
Private Ocean
California
$492K – – –
EWA
662
Exencial Wealth Advisors
Oklahoma
$491K +$16.5K +145 +3%
NAM
663
NorthCrest Asset Manangement
Minnesota
$490K +$3.41K +30 +0.7%
SWM
664
Selective Wealth Management
Virginia
$487K +$3.3K +29 +0.6%
RA
665
RFG Advisory
Alabama
$486K -$678K -5,966 -57%
WCG
666
Weaver Consulting Group
California
$484K -$8.53K -75 -2%
TCWM
667
Total Clarity Wealth Management
Illinois
$479K +$1.48K +13 +0.3%
IP
668
Investment Partners
Ohio
$477K +$73.5K +646 +17%
CCWM
669
Cassaday & Co Wealth Management
Virginia
$476K – – –
BFG
670
Bleakley Financial Group
New Jersey
$476K -$255K -2,244 -34%
MFS
671
Madrona Financial Services
Washington
$475K – – –
ERWM
672
Elk River Wealth Management
Colorado
$471K – – –
FMC
673
First Merchants Corp
Indiana
$470K – – –
TAM
674
TCP Asset Management
Ohio
$468K +$15.9K +140 +3%
LA
675
Lane & Associates
New Jersey
$467K +$7.73K +68 +2%
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