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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
701
Vermillion & White Wealth Management Group
Pennsylvania
$534K – – –
BP
702
BBR Partners
New York
$530K – – –
IWM
703
Integris Wealth Management
California
$530K -$27.3K -211 -5%
MPW
704
Monterey Private Wealth
California
$530K -$517 -4 -0.1%
BWM
705
Birchcreek Wealth Management
Ohio
$528K +$45.6K +353 +10%
PWM
706
Provident Wealth Management
Tennessee
$527K – – –
SCM
707
Schnieders Capital Management
California
$520K -$12.9K -100 -3%
NEPWA
708
New England Private Wealth Advisors
Massachusetts
$520K -$78.5K -607 -14%
TSWM
709
Triangle Securities Wealth Management
North Carolina
$517K – – –
RIA
710
Realta Investment Advisors
Delaware
$515K -$145K -1,122 -23%
SIC
711
Samalin Investment Counsel
New York
$511K -$7.11K -55 -1%
GA
712
GFS Advisors
Texas
$509K +$462K +3,574 +1,833%
SA
713
SpiderRock Advisors
Delaware
$508K -$330K -2,549 -40%
ICP
714
Interchange Capital Partners
Pennsylvania
$508K -$20.9K -162 -4%
CPSAC
715
Chas P. Smith & Associates (CPS)
Florida
$505K +$5.17K +40 +1%
RCG
716
Regatta Capital Group
California
$502K +$11.6K +90 +2%
SWM
717
SeaCrest Wealth Management
New York
$502K +$129 +1 +0%
ML
718
Mayport LLC
Massachusetts
$501K -$258K -1,999 -35%
MAS
719
Meeder Advisory Services
Ohio
$498K +$477K +3,691 New
T
720
TNF
Montana
$498K -$24.4K -189 -5%
RL
721
Rogco LP
Oklahoma
$496K -$69.3K -536 -13%
FA
722
FC Advisory
Pennsylvania
$494K -$49.6K -384 -9%
HCM
723
Highview Capital Management
Illinois
$491K – – –
HIIFS
724
Harel Insurance Investments & Financial Services
Israel
$491K +$423K +3,270 +889%
TCWM
725
Total Clarity Wealth Management
Illinois
$490K -$91.4K -707 -16%
27 28
29
30 31