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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
726
Courage Miller Partners
Virginia
$321K +$15.9K +154 +5%
HWA
727
Heritage Wealth Advisors
Virginia
$318K +$310K +3,013 New
BSW
728
Buckingham Strategic Wealth
Missouri
$318K +$74.2K +720 +31%
PFA
729
Paradigm Financial Advisors
Missouri
$313K +$206 +2 +0.1%
AFAS
730
Acorn Financial Advisory Services
Virginia
$313K +$305K +2,962 New
SAM
731
Strategy Asset Managers
California
$313K +$305K +2,965 New
AWM
732
Atticus Wealth Management
Florida
$312K +$305K +2,957 New
WIC
733
Woodmont Investment Counsel
Tennessee
$311K – – –
RM
734
Resource Management
Louisiana
$310K – – –
AWM
735
AllSquare Wealth Management
New York
$309K – – –
LC
736
LCNB Corp
Ohio
$308K – – –
CWP
737
Capital Wealth Planning
Florida
$307K -$58.7K -570 -16%
CFA
738
Carroll Financial Associates
North Carolina
$307K – – –
FCA
739
FinTrust Capital Advisors
South Carolina
$307K – – –
SAM
740
Silvercrest Asset Management
New York
$307K – – –
DAC
741
Dividend Assets Capital
South Carolina
$307K +$67.8K +658 +29%
SAM
742
SignalPoint Asset Management
Missouri
$306K -$34K -330 -10%
WIA
743
World Investment Advisors
California
$303K +$21.3K +207 +8%
WPA
744
West Paces Advisors
Georgia
$303K – – –
SQA
745
Simon Quick Advisors
New Jersey
$301K -$115K -1,121 -28%
TCOV
746
Trust Company of Vermont
Vermont
$301K -$206 -2 -0.1%
PPW
747
Parcion Private Wealth
Washington
$301K +$293K +2,848 New
SIC
748
Samalin Investment Counsel
New York
$301K +$294K +2,856 New
LWP
749
Legacy Wealth Planning
Nevada
$300K +$292K +2,835 New
EWA
750
ERTS Wealth Advisors
Michigan
$298K -$55.6K -540 -16%
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30
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