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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
676
Gilman Hill Asset Management
Connecticut
$584K -$2.46M -20,325 -80%
BJL
677
Brighton Jones LLC
Washington
$577K +$109K +903 +22%
TCWM
678
Total Clarity Wealth Management
Illinois
$576K +$27.7K +229 +5%
AGC
679
Aspen Grove Capital
Colorado
$572K – – –
PAM
680
Palisade Asset Management
Minnesota
$572K – – –
WIM
681
Warwick Investment Management
Texas
$568K – – –
SBH
682
Segall Bryant & Hamill
Illinois
$568K +$83.2K +688 +17%
PCM
683
Parsons Capital Management
Rhode Island
$567K – – –
KWS
684
Keystone Wealth Services
California
$566K -$17.9K -148 -3%
AWE
685
Avidian Wealth Enterprises
Texas
$564K +$250K +2,064 +75%
PBO
686
Peoples Bank (Ohio)
Ohio
$562K -$113K -935 -16%
HIM
687
Hanlon Investment Management
New Jersey
$562K +$233K +1,927 +67%
CWM
688
Cornerstone Wealth Management
Missouri
$561K +$579K +4,785 New
GFA
689
Gallagher Fiduciary Advisors
Illinois
$560K +$578K +4,779 New
LA
690
LexAurum Advisors
Kansas
$559K +$484 +4 +0.1%
PFA
691
Pinnacle Family Advisors
Missouri
$554K -$2.25M -18,581 -80%
IFPG
692
Intrepid Financial Planning Group
Indiana
$553K +$70.9K +586 +14%
CIA
693
Choate Investment Advisors
Massachusetts
$551K -$39.9K -330 -7%
LPAM
694
Lodestar Private Asset Management
California
$549K +$3.99K +33 +0.7%
LIM
695
Leavell Investment Management
Alabama
$548K – – –
AF
696
AtlasMark Financial
Texas
$547K +$565K +4,672 New
AF
697
Alerus Financial
North Dakota
$542K -$149K -1,231 -21%
AFAS
698
Acorn Financial Advisory Services
Virginia
$540K +$24.1K +199 +5%
MA
699
Montag & Associates
Georgia
$539K -$24.2K -200 -4%
SFS
700
Summit Financial Strategies
Ohio
$539K – – –
26 27
28
29 30