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iShares Select Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
676
Invested Advisors
Pennsylvania
$681K +$267K +1,887 +64%
ML
677
Mayport LLC
Massachusetts
$673K +$147K +1,042 +28%
SWA
678
Strategies Wealth Advisors
Michigan
$672K +$7.63K +54 +1%
DP
679
Dearborn Partners
Illinois
$672K +$49.4K +350 +8%
PGA
680
Portland Global Advisors
Maine
$670K – – –
MWM
681
MGB Wealth Management
Texas
$670K +$1.98K +14 +0.3%
OPAM
682
Ocean Park Asset Management
California
$669K -$46.5K -329 -6%
CAG
683
Crestwood Advisors Group
Massachusetts
$669K -$4.24K -30 -0.6%
WIM
684
Warwick Investment Management
Texas
$665K -$19.6K -139 -3%
WAM
685
Weatherly Asset Management
California
$663K – – –
LWM
686
Lakeridge Wealth Management
Ohio
$662K -$278K -1,970 -30%
SWM
687
Selective Wealth Management
Virginia
$661K +$4.24K +30 +0.7%
PIA
688
Pinion Investment Advisors
Kansas
$660K +$661K +4,679 New
HA
689
Hyposwiss Advisors
$660K +$660K +4,675 New
EWM
690
Evermay Wealth Management
Virginia
$660K – – –
BCWM
691
Bartlett & Co Wealth Management
Ohio
$653K – – –
SWM
692
Shrier Wealth Management
California
$652K +$652K +4,618 New
JIP
693
Jaffetilchin Investment Partners
Florida
$652K +$84.8K +600 +15%
GT
694
Greenleaf Trust
Michigan
$651K -$53K -375 -8%
TPA
695
Trivium Point Advisory
Connecticut
$648K -$90.1K -638 -12%
BBHC
696
Brown Brothers Harriman & Co
New York
$647K -$14.1K -100 -2%
BPC
697
Bearing Point Capital
Minnesota
$647K +$648K +4,585 New
Thrivent Financial for Lutherans
698
Thrivent Financial for Lutherans
Minnesota
$647K -$19.5K -138 -3%
KWS
699
Keystone Wealth Services
California
$645K -$9.32K -66 -1%
SWM
700
Spire Wealth Management
Virginia
$644K +$14.1K +100 +2%