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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
701
BBR Partners
New York
$539K +$16.8K +130 +3%
RIA
702
Realta Investment Advisors
Delaware
$538K +$4.01K +31 +0.8%
PCA
703
Peddock Capital Advisors
Massachusetts
$537K +$388 +3 +0.1%
IWM
704
Integris Wealth Management
California
$536K +$36.4K +281 +7%
RWM
705
Rockwood Wealth Management
Pennsylvania
$533K -$30.4K -235 -6%
GA
706
GFS Advisors
Texas
$531K +$7.77K +60 +2%
LA
707
LexAurum Advisors
Kansas
$528K -$2.2K -17 -0.4%
PVAMC
708
PPS&V Asset Management Consultants
Michigan
$527K – – –
SIC
709
Samalin Investment Counsel
New York
$524K -$777 -6 -0.2%
CWM
710
Cahaba Wealth Management
Georgia
$523K -$77.3K -597 -13%
MA
711
Mezzasalma Advisors
New Jersey
$521K -$27.7K -214 -5%
PIM
712
Parker Investment Management
California
$511K +$498K +3,850 New
BCG
713
Breakwater Capital Group
New Jersey
$511K -$13.1K -101 -3%
CHAM
714
Clear Harbor Asset Management
Connecticut
$511K – – –
TSWM
715
Triangle Securities Wealth Management
North Carolina
$508K – – –
NCM
716
Neumann Capital Management
California
$507K – – –
NB
717
Nicolet Bankshares
Wisconsin
$506K -$19.4K -150 -4%
TCMP
718
Thrive Capital Management (Pennsylvania)
Pennsylvania
$504K +$492K +3,797 New
ML
719
Mayport LLC
Massachusetts
$494K +$518 +4 +0.1%
SCM
720
Schnieders Capital Management
California
$492K -$12.9K -100 -3%
AI
721
Atria Investments
North Carolina
$492K -$303K -2,337 -39%
CNB
722
Camden National Bank
Maine
$492K -$15.5K -120 -3%
MAM
723
MMA Asset Management
Pennsylvania
$491K -$3.49M -26,919 -88%
PWM
724
Pines Wealth Management
North Carolina
$488K – – –
CPSAC
725
Chas P. Smith & Associates (CPS)
Florida
$487K – – –
27 28
29
30 31