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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
W
701
Wealthquest
Ohio
$246K – – –
IFWM
702
Institute for Wealth Management
Colorado
$244K +$238K +2,488 New
PCA
703
Personal Capital Advisors
California
$243K -$48.5K -506 -17%
EK
704
Evensky & Katz
Florida
$242K +$237K +2,470 New
PCFFS
705
Pacific Center for Financial Services
California
$241K -$25.1K -262 -10%
RT
706
Rockland Trust
Massachusetts
$239K – – –
SFWC
707
Strategic Family Wealth Counselors
New Jersey
$239K +$1.63K +17 +0.7%
DAC
708
Dividend Assets Capital
South Carolina
$239K +$233K +2,434 New
FA
709
FCG Advisors
New Jersey
$238K +$958 +10 +0.4%
GWS
710
Glassman Wealth Services
Virginia
$237K – – –
AIS
711
American Investment Services
Massachusetts
$236K +$230K +2,400 New
PCMC
712
Private Capital Management (Colorado)
Colorado
$233K – – –
GP
713
Girard Partners
Pennsylvania
$232K – – –
WTB
714
Washington Trust Bank
Washington
$232K – – –
AFC
715
AFT Forsyth & Company
Florida
$231K – – –
FWSM
716
First Wilshire Securities Management
California
$231K – – –
WCM
717
Whitener Capital Management
North Carolina
$231K +$9.58K +100 +4%
RFN
718
RDA Financial Network
Iowa
$229K +$219K +2,289 New
FWM
719
Focused Wealth Management
New York
$227K -$16.1K -168 -7%
PWW
720
Pettyjohn Wood & White
Virginia
$226K -$28.3K -295 -11%
JFG
721
JMG Financial Group
Illinois
$225K – – –
VWM
722
Valley Wealth Managers
New Jersey
$225K +$219K +2,288 New
ECM
723
Elgethun Capital Management
South Dakota
$223K – – –
KFP
724
KMG Fiduciary Partners
Ohio
$222K +$216K +2,260 New
TW
725
TrinityPoint Wealth
Connecticut
$222K +$217K +2,261 New
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