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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
676
Atlantic Union Bankshares
Virginia
$236K -$32.3K -404 -12%
RM
677
Resource Management
Louisiana
$236K – – –
PFA
678
Paradigm Financial Advisors
Missouri
$236K +$160 +2 +0.1%
IF
679
IRON Financial
Illinois
$236K +$1.6K +20 +0.7%
RTS
680
Round Table Services
New Jersey
$235K -$30.7K -384 -12%
FCA
681
FinTrust Capital Advisors
South Carolina
$234K – – –
JSC
682
Jackson Square Capital
California
$232K +$166K +2,080 +261%
EWP
683
Engrave Wealth Partners
Texas
$232K +$168K +2,105 +271%
FFA
684
First Foundation Advisors
California
$231K -$23.5K -294 -9%
FLPIM
685
F.L. Putnam Investment Management
Massachusetts
$230K -$16.5K -207 -7%
TCOV
686
Trust Company of Vermont
Vermont
$230K – – –
MIM
687
Marco Investment Management
Georgia
$229K -$20K -250 -8%
SW
688
SkyOak Wealth
Michigan
$228K -$98.3K -1,230 -30%
CWM
689
Cabot Wealth Management
Massachusetts
$228K -$12.5K -156 -5%
CFS
690
CRA Financial Services
New Jersey
$226K -$43.9K -550 -16%
RIA
691
Realta Investment Advisors
Delaware
$226K +$223K +2,795 New
PCA
692
Providence Capital Advisors
North Carolina
$223K -$21.6K -271 -9%
LWP
693
Legacy Wealth Planning
Nevada
$223K -$7.99K -100 -3%
ST
694
Sentinel Trust
Texas
$222K – – –
HL
695
HeadInvest LLC
Maine
$221K -$130K -1,625 -37%
SIA
696
Soltis Investment Advisors
Utah
$221K -$81.4K -1,019 -27%
FMC
697
First Merchants Corp
Indiana
$221K – – –
OMIC
698
Old Mission Investment Co
Michigan
$219K -$103K -1,286 -32%
SAM
699
Strategy Asset Managers
California
$219K -$15.2K -190 -7%
AOWM
700
Alpha Omega Wealth Management
Virginia
$219K +$217K +2,715 New
26 27
28
29 30