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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
676
Edge Wealth Management
New York
$735K -$617K -4,011 -46%
SMFG
677
Sumitomo Mitsui Financial Group
Japan
$735K -$19.4K -126 -3%
GTAM
678
Global Trust Asset Management
Florida
$735K -$247K -1,604 -25%
WAM
679
Weatherly Asset Management
California
$734K – – –
RSF
680
Rik Saylor Financial
Ohio
$734K -$27.6K -179 -4%
CPSC
681
Carl P. Sherr & Co
Massachusetts
$733K +$194K +1,259 +37%
SWM
682
SeaCrest Wealth Management
New York
$727K +$57.6K +374 +9%
BCWM
683
Bartlett & Co Wealth Management
Ohio
$724K – – –
VWM
684
Venturi Wealth Management
Texas
$722K +$42.8K +278 +6%
PGA
685
Portland Global Advisors
Maine
$719K – – –
MSWM
686
Mowery & Schoenfeld Wealth Management
Illinois
$710K – – –
LIM
687
Leavell Investment Management
Alabama
$707K – – –
EWM
688
Evermay Wealth Management
Virginia
$702K -$27.7K -180 -4%
SFB
689
STAR Financial Bank
Indiana
$697K – – –
CIA
690
Compass Ion Advisors
Pennsylvania
$696K – – –
FWM
691
Fonville Wealth Management
Virginia
$693K +$11.4K +74 +2%
SFS
692
Summit Financial Strategies
Ohio
$692K +$5.85K +38 +0.9%
S
693
SignatureFD
Georgia
$691K -$30K -195 -4%
KWS
694
Keystone Wealth Services
California
$691K +$154 +1 +0%
CFP
695
Catalyst Financial Partners
Massachusetts
$686K – – –
HWA
696
Heartwood Wealth Advisors
Virginia
$684K – – –
SFG
697
SageGuard Financial Group
Tennessee
$682K -$111K -719 -14%
CWM
698
Cahaba Wealth Management
Georgia
$680K +$52.7K +342 +9%
SWM
699
Sterling Wealth Management
Illinois
$679K +$367K +2,383 +122%
SWM
700
Shrier Wealth Management
California
$676K -$30K -195 -4%
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