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iShares Select Dividend ETF
DVY

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