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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
RM
676
Resource Management
Louisiana
$236K – – –
PFA
677
Paradigm Financial Advisors
Missouri
$236K +$160 +2 +0.1%
IF
678
IRON Financial
Illinois
$236K +$1.6K +20 +0.7%
RTS
679
Round Table Services
New Jersey
$235K -$30.7K -384 -12%
FCA
680
FinTrust Capital Advisors
South Carolina
$234K – – –
JSC
681
Jackson Square Capital
California
$232K +$166K +2,080 +261%
EWP
682
Engrave Wealth Partners
Texas
$232K +$168K +2,105 +271%
FFA
683
First Foundation Advisors
California
$231K -$23.5K -294 -9%
FLPIM
684
F.L. Putnam Investment Management
Massachusetts
$230K -$16.5K -207 -7%
TCOV
685
Trust Company of Vermont
Vermont
$230K – – –
MIM
686
Marco Investment Management
Georgia
$229K -$20K -250 -8%
SW
687
SkyOak Wealth
Michigan
$228K -$98.3K -1,230 -30%
CWM
688
Cabot Wealth Management
Massachusetts
$228K -$12.5K -156 -5%
CFS
689
CRA Financial Services
New Jersey
$226K -$43.9K -550 -16%
RIA
690
Realta Investment Advisors
Delaware
$226K +$223K +2,795 New
PCA
691
Providence Capital Advisors
North Carolina
$223K -$21.6K -271 -9%
LWP
692
Legacy Wealth Planning
Nevada
$223K -$7.99K -100 -3%
ST
693
Sentinel Trust
Texas
$222K – – –
HL
694
HeadInvest LLC
Maine
$221K -$130K -1,625 -37%
SIA
695
Soltis Investment Advisors
Utah
$221K -$81.4K -1,019 -27%
FMC
696
First Merchants Corp
Indiana
$221K – – –
SAM
697
Strategy Asset Managers
California
$219K -$15.2K -190 -7%
AOWM
698
Alpha Omega Wealth Management
Virginia
$219K +$217K +2,715 New
LC
699
LCNB Corp
Ohio
$218K -$16.8K -210 -7%
DAC
700
Dividend Assets Capital
South Carolina
$216K -$76.1K -953 -26%
26 27
28
29 30