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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
701
Neumann Capital Management
California
$543K – – –
SWM
702
SeaCrest Wealth Management
New York
$543K -$37.4K -270 -7%
AUB
703
Atlantic Union Bankshares
Virginia
$541K +$136K +985 +35%
BCG
704
Breakwater Capital Group
New Jersey
$531K -$15K -108 -3%
SF
705
Summit Financial
New Jersey
$531K +$33.1K +239 +7%
ML
706
Mayport LLC
Massachusetts
$529K +$415 +3 +0.1%
WPA
707
West Paces Advisors
Georgia
$528K +$30.5K +220 +6%
WFAG
708
Worth Financial Advisory Group
North Carolina
$526K +$128K +925 +33%
SCM
709
Schnieders Capital Management
California
$526K -$969 -7 -0.2%
HC
710
Hoese & Co
Minnesota
$525K -$111K -800 -18%
AI
711
Atria Investments
North Carolina
$525K -$1.52K -11 -0.3%
RTL
712
Red Tortoise LLC
Georgia
$517K +$692 +5 +0.1%
ICP
713
Interchange Capital Partners
Pennsylvania
$516K +$12.3K +89 +3%
FIG
714
FSA Investment Group
Florida
$516K +$4.43K +32 +0.9%
BSA
715
Bull Street Advisors
Georgia
$515K – – –
PA
716
Procyon Advisors
Connecticut
$513K – – –
CCMG
717
Clark Capital Management Group
Pennsylvania
$512K +$9.83K +71 +2%
EWA
718
Exencial Wealth Advisors
Oklahoma
$512K +$12.7K +92 +3%
TCMP
719
Thrive Capital Management (Pennsylvania)
Pennsylvania
$512K -$27.1K -196 -5%
TFM
720
TFC Financial Management
Massachusetts
$511K +$4.16K +30 +0.8%
WCG
721
Weaver Consulting Group
California
$511K – – –
RL
722
Rogco LP
Oklahoma
$510K – – –
PWM
723
Pines Wealth Management
North Carolina
$508K – – –
NWA
724
Navis Wealth Advisors
New York
$507K +$1.11K +8 +0.2%
TC
725
Trilogy Capital
California
$505K -$3.19K -23 -0.6%
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