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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
651
CapWealth Advisors
Tennessee
$652K -$3.35K -25 -0.5%
NFTC
652
North Forty Two & Co
Oregon
$648K +$80.5K +600 +14%
MBT
653
Montecito Bank & Trust
California
$646K – – –
HIP
654
HUB Investment Partners
Texas
$643K -$40K -298 -6%
CAG
655
Crestwood Advisors Group
Massachusetts
$640K – – –
MKA
656
M. Kulyk & Associates
Georgia
$640K -$56.3K -420 -8%
TPA
657
Trivium Point Advisory
Connecticut
$640K +$268K +2,001 +72%
PGA
658
Portland Global Advisors
Maine
$638K – – –
IRC
659
Investors Research Corp
Georgia
$638K – – –
WAM
660
Weatherly Asset Management
California
$633K -$13.4K -100 -2%
GVAG
661
Great Valley Advisor Group
Delaware
$633K -$4.42K -33 -0.7%
MWM
662
MGB Wealth Management
Texas
$633K +$43.7K +326 +7%
FFW
663
Fusion Family Wealth
New York
$627K +$402 +3 +0.1%
BFC
664
Bedel Financial Consulting
Indiana
$625K – – –
KWS
665
Keystone Wealth Services
California
$624K -$536 -4 -0.1%
SWA
666
Strategies Wealth Advisors
Michigan
$623K +$6.7K +50 +1%
SCTC
667
Sanibel Captiva Trust Company
Florida
$619K +$93.9K +700 +18%
WAM
668
WFA Asset Management
Wisconsin
$617K +$632K +4,714 +1,587%
SWM
669
Spire Wealth Management
Virginia
$617K +$7.11K +53 +1%
FWM
670
Fonville Wealth Management
Virginia
$615K +$41.8K +312 +7%
FLPIM
671
F.L. Putnam Investment Management
Massachusetts
$615K +$614K +4,576 New
SC
672
SouthState Corp
Florida
$613K -$151K -1,129 -20%
MSWM
673
Mowery & Schoenfeld Wealth Management
Illinois
$610K – – –
DP
674
Dearborn Partners
Illinois
$609K +$7.38K +55 +1%
CWM
675
Cahaba Wealth Management
Georgia
$609K +$3.35K +25 +0.6%
25 26
27
28 29