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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
651
Spire Wealth Management
Virginia
$635K – – –
FWM
652
Fonville Wealth Management
Virginia
$634K -$23K -166 -4%
CIA
653
Compass Ion Advisors
Pennsylvania
$633K – – –
SWM
654
Selective Wealth Management
Virginia
$633K +$3.19K +23 +0.5%
LNB
655
Ledyard National Bank
$633K -$59.3K -428 -9%
SC
656
SouthState Corp
Florida
$632K -$140K -1,014 -19%
AG
657
Ascent Group
Virginia
$630K +$159K +1,147 +35%
DP
658
Dearborn Partners
Illinois
$627K – – –
IRC
659
Investors Research Corp
Georgia
$627K -$6.92K -50 -1%
HWA
660
Heartwood Wealth Advisors
Virginia
$627K – – –
KWM
661
Kingsview Wealth Management
Oregon
$624K +$415 +3 +0.1%
SFS
662
Summit Financial Strategies
Ohio
$624K – – –
CFP
663
Catalyst Financial Partners
Massachusetts
$624K -$11.1K -80 -2%
SW
664
SkyOak Wealth
Michigan
$621K – – –
HIP
665
HUB Investment Partners
Texas
$618K -$13.2K -95 -2%
PCA
666
Purkiss Capital Advisors
Connecticut
$617K +$147K +1,061 +32%
Q1WB
667
Quest 10 Wealth Builders
Virginia
$614K -$28.5K -206 -5%
LNWWM
668
Laird Norton Wetherby Wealth Management
California
$610K -$64.4K -465 -10%
AF
669
Alerus Financial
North Dakota
$610K +$137K +986 +30%
AMCA
670
Arthur M. Cohen & Associates
Illinois
$607K +$3.05K +22 +0.5%
FG
671
Fiduciary Group
Georgia
$606K – – –
BAM
672
Bellevue Asset Management
Washington
$601K +$2.08K +15 +0.4%
KWM
673
KFG Wealth Management
Indiana
$600K -$9.56K -69 -2%
RCG
674
Regatta Capital Group
California
$592K +$3.46K +25 +0.6%
MFS
675
Madrona Financial Services
Washington
$590K -$2.63K -19 -0.5%
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