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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
651
Crestwood Advisors Group
Massachusetts
$633K – – –
LNWWM
652
Laird Norton Wetherby Wealth Management
California
$632K +$616K +4,755 New
PGA
653
Portland Global Advisors
Maine
$631K – – –
GVAG
654
Great Valley Advisor Group
Delaware
$630K +$3.63K +28 +0.6%
CA
655
CapWealth Advisors
Tennessee
$628K -$16.4K -127 -3%
OMC
656
Old Mission Capital
Illinois
$627K +$611K +4,722 New
FFW
657
Fusion Family Wealth
New York
$627K +$6.99K +54 +1%
WAM
658
Weatherly Asset Management
California
$626K – – –
KWS
659
Keystone Wealth Services
California
$626K +$8.68K +67 +1%
SWA
660
Strategies Wealth Advisors
Michigan
$622K +$5.7K +44 +0.9%
CWM
661
Centricity Wealth Management
Ohio
$621K +$205K +1,580 +51%
MWM
662
MGB Wealth Management
Texas
$620K -$5.31K -41 -0.9%
MIA
663
MainStreet Investment Advisors
Illinois
$619K +$66.7K +515 +12%
MWM
664
Mascoma Wealth Management
New Hampshire
$615K -$230K -1,777 -28%
FWM
665
Fonville Wealth Management
Virginia
$615K -$17.7K -137 -3%
SCTC
666
Sanibel Captiva Trust Company
Florida
$612K – – –
BBHC
667
Brown Brothers Harriman & Co
New York
$609K +$50.5K +390 +9%
BW
668
BIP Wealth
Georgia
$607K -$143K -1,105 -19%
WA
669
Wambolt & Associates
Colorado
$607K -$4.27K -33 -0.7%
MSWM
670
Mowery & Schoenfeld Wealth Management
Illinois
$604K – – –
SWM
671
Selective Wealth Management
Virginia
$601K +$3.11K +24 +0.5%
Q1WB
672
Quest 10 Wealth Builders
Virginia
$601K -$124K -955 -17%
HC
673
Hoese & Co
Minnesota
$597K +$158K +1,220 +37%
CFP
674
Catalyst Financial Partners
Massachusetts
$594K – – –
SWM
675
Spire Wealth Management
Virginia
$593K -$16.8K -130 -3%
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