We are live on ! Find out more
DVY icon

iShares Select Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
676
Weatherly Asset Management
California
$711K – – –
JWS
677
Juncture Wealth Strategies
Arizona
$710K -$21.3K -141 -3%
EWM
678
Evermay Wealth Management
Virginia
$708K – – –
Welch Group
679
Welch Group
Alabama
$707K -$1.4M -9,291 -67%
JIP
680
Jaffetilchin Investment Partners
Florida
$701K +$2.11K +14 +0.3%
SignatureFD
681
SignatureFD
Georgia
$699K +$116K +767 +20%
PGA
682
Portland Global Advisors
Maine
$696K -$22.7K -150 -3%
Spire Wealth Management
683
Spire Wealth Management
Virginia
$690K -$906 -6 -0.1%
MSWM
684
Mowery & Schoenfeld Wealth Management
Illinois
$688K – – –
PAG
685
Powers Advisory Group
Illinois
$688K +$248K +1,643 +57%
MWM
686
Mascoma Wealth Management
New Hampshire
$686K +$906 +6 +0.1%
LIM
687
Leavell Investment Management
Alabama
$685K +$37.8K +250 +6%
SWM
688
Shrier Wealth Management
California
$684K -$15.1K -100 -2%
Kingsview Wealth Management
689
Kingsview Wealth Management
Oregon
$679K +$2.72K +18 +0.4%
SFB
690
STAR Financial Bank
Indiana
$675K +$244K +1,617 +57%
CIA
691
Compass Ion Advisors
Pennsylvania
$675K – – –
KWS
692
Keystone Wealth Services
California
$669K -$22.4K -148 -3%
SFS
693
Summit Financial Strategies
Ohio
$665K – – –
CFP
694
Catalyst Financial Partners
Massachusetts
$665K – – –
HWA
695
Heartwood Wealth Advisors
Virginia
$663K -$3.93K -26 -0.6%
GW&K Investment Management
696
GW&K Investment Management
Massachusetts
$662K -$2.62M -17,378 -80%
SWM
697
Selective Wealth Management
Virginia
$661K -$22.7K -150 -3%
SouthState Corp
698
SouthState Corp
Florida
$661K – – –
FWM
699
Fonville Wealth Management
Virginia
$660K -$18.1K -120 -3%
VWM
700
Venturi Wealth Management
Texas
$658K -$187K -1,237 -22%