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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
676
Evermay Wealth Management
Virginia
$708K – – –
WG
677
Welch Group
Alabama
$707K -$1.4M -9,291 -67%
JIP
678
Jaffetilchin Investment Partners
Florida
$701K +$2.11K +14 +0.3%
S
679
SignatureFD
Georgia
$699K +$116K +767 +20%
PGA
680
Portland Global Advisors
Maine
$696K -$22.7K -150 -3%
SWM
681
Spire Wealth Management
Virginia
$690K -$906 -6 -0.1%
MSWM
682
Mowery & Schoenfeld Wealth Management
Illinois
$688K – – –
PAG
683
Powers Advisory Group
Illinois
$688K +$248K +1,643 +57%
MWM
684
Mascoma Wealth Management
New Hampshire
$686K +$906 +6 +0.1%
LIM
685
Leavell Investment Management
Alabama
$685K +$37.8K +250 +6%
SWM
686
Shrier Wealth Management
California
$684K -$15.1K -100 -2%
KWM
687
Kingsview Wealth Management
Oregon
$679K +$2.72K +18 +0.4%
SFB
688
STAR Financial Bank
Indiana
$675K +$244K +1,617 +57%
CIA
689
Compass Ion Advisors
Pennsylvania
$675K – – –
KWS
690
Keystone Wealth Services
California
$669K -$22.4K -148 -3%
SFS
691
Summit Financial Strategies
Ohio
$665K – – –
CFP
692
Catalyst Financial Partners
Massachusetts
$665K – – –
HWA
693
Heartwood Wealth Advisors
Virginia
$663K -$3.93K -26 -0.6%
GKIM
694
GW&K Investment Management
Massachusetts
$662K -$2.62M -17,378 -80%
SWM
695
Selective Wealth Management
Virginia
$661K -$22.7K -150 -3%
SC
696
SouthState Corp
Florida
$661K – – –
FWM
697
Fonville Wealth Management
Virginia
$660K -$18.1K -120 -3%
VWM
698
Venturi Wealth Management
Texas
$658K -$187K -1,237 -22%
CF
699
Centaurus Financial
California
$657K +$4.08K +27 +0.6%
SW
700
SkyOak Wealth
Michigan
$656K – – –
26 27
28
29 30