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iShares Select Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWS
676
Keystone Wealth Services
California
$550K -$3.63K -33 -0.7%
GIM
677
Grassi Investment Management
California
$546K -$28.6K -260 -5%
TC
678
Telemus Capital
Michigan
$541K
AFAS
679
Acorn Financial Advisory Services
Virginia
$538K -$57.5K -523 -10%
VIP
680
Vantage Investment Partners
Missouri
$536K
First Manhattan
681
First Manhattan
New York
$536K +$59.4K +540 +13%
MSWM
682
Mowery & Schoenfeld Wealth Management
Illinois
$533K +$500K +4,545 New
TCWM
683
Total Clarity Wealth Management
Illinois
$529K +$7.59K +69 +2%
FFW
684
Fusion Family Wealth
New York
$528K +$495K +4,502 New
NFG
685
Nations Financial Group
Iowa
$524K -$116K -1,053 -19%
Bessemer Group
686
Bessemer Group
New Jersey
$522K +$20.6K +187 +4%
BA
687
Ballew Advisors
Mississippi
$520K -$127K -1,151 -20%
CCWM
688
Cassaday & Co Wealth Management
Virginia
$519K
WCG
689
Weaver Consulting Group
California
$518K -$8.25K -75 -2%
CWM
690
Congress Wealth Management
Massachusetts
$518K +$486K +4,419 New
FWM
691
Fonville Wealth Management
Virginia
$518K +$486K +4,418 New
PCM
692
Parsons Capital Management
Rhode Island
$517K -$86.9K -790 -15%
CAS
693
Coppell Advisory Solutions
Texas
$516K -$5.42M -49,286 -92%
SFS
694
Summit Financial Strategies
Ohio
$515K -$22.4K -204 -4%
IWM
695
Integris Wealth Management
California
$513K +$10.9K +99 +2%
HHGA
696
Halbert Hargrove Global Advisors
California
$513K +$9.68K +88 +2%
HIP
697
HUB Investment Partners
Texas
$513K +$113K +1,026 +31%
FMC
698
First Merchants Corp
Indiana
$512K
LA
699
LexAurum Advisors
Kansas
$509K +$1.98K +18 +0.4%
OFG
700
Oxford Financial Group
Indiana
$509K