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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
651
Phillips Financial Management
Indiana
$606K -$3.08K -28 -0.5%
NFC
652
Northeast Financial Consultants
Connecticut
$605K – – –
HWMG
653
Hurlow Wealth Management Group
Indiana
$604K – – –
CBFP
654
Cedar Brook Financial Partners
Ohio
$601K +$7.59K +69 +1%
KWM
655
KFG Wealth Management
Indiana
$599K -$29.8K -271 -5%
C
656
Certuity
Florida
$598K -$47.1K -428 -8%
EWM
657
Evermay Wealth Management
Virginia
$598K – – –
EWA
658
Exencial Wealth Advisors
Oklahoma
$598K +$59.4K +540 +12%
OIA
659
Optimum Investment Advisors
Illinois
$598K -$59K -536 -10%
CRC
660
Curi RMB Capital
Illinois
$597K -$103K -934 -15%
TVAMP
661
Tennessee Valley Asset Management Partners
Tennessee
$596K +$286K +2,599 +104%
VWM
662
Venturi Wealth Management
Texas
$596K -$6.38K -58 -1%
JHCP
663
Jackson Hole Capital Partners
Oklahoma
$591K – – –
PCA
664
Peddock Capital Advisors
Massachusetts
$587K +$2.31K +21 +0.4%
BW
665
BIP Wealth
Georgia
$579K +$20.9K +190 +4%
CWM
666
Cahaba Wealth Management
Georgia
$575K -$2.2K -20 -0.4%
GT
667
Greenleaf Trust
Michigan
$570K -$14.1K -128 -3%
WIM
668
Warwick Investment Management
Texas
$569K – – –
WAM
669
Weatherly Asset Management
California
$565K – – –
LPAM
670
Lodestar Private Asset Management
California
$561K +$8.25K +75 +2%
NAM
671
NorthCrest Asset Manangement
Minnesota
$560K +$25.2K +229 +5%
BCM
672
BluePointe Capital Management
California
$558K +$524K +4,760 New
MDCM
673
Morgan Dempsey Capital Management
Wisconsin
$558K +$410K +3,727 +361%
CNB
674
Camden National Bank
Maine
$555K -$5.28K -48 -1%
CIA
675
Choate Investment Advisors
Massachusetts
$551K – – –
25 26
27
28 29