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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
726
Elgethun Capital Management
South Dakota
$226K – – –
FFS
727
Founders Financial Securities
Maryland
$225K +$12.8K +130 +6%
SNT
728
Security National Trust
West Virginia
$224K – – –
CL
729
Choreo LLC
Illinois
$224K +$222K +2,248 New
NPF
730
Norris Perne & French
Michigan
$221K -$493 -5 -0.2%
AHC
731
Adell Harriman & Carpenter
Texas
$220K +$9.87K +100 +5%
PCFFS
732
Pacific Center for Financial Services
California
$220K -$24.3K -246 -10%
WKWM
733
Walter & Keenan Wealth Management
Indiana
$219K – – –
TTWM
734
TCV Trust & Wealth Management
Virginia
$218K – – –
AIM
735
Axiom Investment Management
New York
$215K – – –
GD
736
Grandfield & Dodd
New York
$214K – – –
YWP
737
YorkBridge Wealth Partners
New York
$213K -$69K -699 -25%
FMWA
738
Forvis Mazars Wealth Advisors
Missouri
$213K +$211K +2,143 New
FNBOMD
739
First National Bank of Mount Dora
Florida
$206K +$204K +2,072 New
DSN
740
D. Scott Neal
Kentucky
$205K – – –
DA
741
Doliver Advisors
Texas
$204K -$49.3K -500 -20%
FAB
742
First American Bank
Illinois
$204K – – –
DK
743
Darrell & King
Virginia
$203K -$180K -1,824 -47%
SAM
744
Summit Asset Management
Tennessee
$203K +$202K +2,043 New
CG
745
Caprock Group
Idaho
$203K +$202K +2,046 New
BOH
746
Bank of Hawaii
Hawaii
$202K +$200K +2,026 New
PFM
747
Parsec Financial Management
North Carolina
$201K +$199K +2,019 New
BCM
748
BTR Capital Management
California
$200K -$14.8K -150 -7%
VBFP
749
Valtinson Bruner Financial Planning
Minnesota
$200K +$198K +2,010 New
PCP
750
Proficio Capital Partners
Massachusetts
$199K – – –
28 29
30
31 32