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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
726
TrinityPoint Wealth
Connecticut
$229K – – –
FT
727
Fiduciary Trust
Massachusetts
$229K +$227K +2,300 New
JFG
728
JMG Financial Group
Illinois
$228K – – –
VWM
729
Valley Wealth Managers
New Jersey
$228K – – –
ECM
730
Elgethun Capital Management
South Dakota
$226K – – –
FFS
731
Founders Financial Securities
Maryland
$225K +$12.8K +130 +6%
SNT
732
Security National Trust
West Virginia
$224K – – –
CL
733
Choreo LLC
Illinois
$224K +$222K +2,248 New
NPF
734
Norris Perne & French
Michigan
$221K -$493 -5 -0.2%
AHC
735
Adell Harriman & Carpenter
Texas
$220K +$9.87K +100 +5%
PCFFS
736
Pacific Center for Financial Services
California
$220K -$24.3K -246 -10%
WKWM
737
Walter & Keenan Wealth Management
Indiana
$219K – – –
TTWM
738
TCV Trust & Wealth Management
Virginia
$218K – – –
AIM
739
Axiom Investment Management
New York
$215K – – –
GD
740
Grandfield & Dodd
New York
$214K – – –
YWP
741
YorkBridge Wealth Partners
New York
$213K -$69K -699 -25%
FMWA
742
Forvis Mazars Wealth Advisors
Missouri
$213K +$211K +2,143 New
WIM
743
Westside Investment Management
California
$213K +$212K +2,147 New
FNBOMD
744
First National Bank of Mount Dora
Florida
$206K +$204K +2,072 New
DSN
745
D. Scott Neal
Kentucky
$205K – – –
DA
746
Doliver Advisors
Texas
$204K -$49.3K -500 -20%
FAB
747
First American Bank
Illinois
$204K – – –
DK
748
Darrell & King
Virginia
$203K -$180K -1,824 -47%
SAM
749
Summit Asset Management
Tennessee
$203K +$202K +2,043 New
CG
750
Caprock Group
Idaho
$203K +$202K +2,046 New
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30
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