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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
726
Baker Avenue Asset Management
California
$250K – – –
CP
727
Cumberland Partners
Ontario, Canada
$249K -$463K -5,100 -66%
WIA
728
World Investment Advisors
California
$249K -$7.71K -85 -3%
CG
729
Clarus Group
Texas
$248K +$218K +2,403 New
AWA
730
Arkadios Wealth Advisors
Georgia
$245K +$232K +2,553 New
ICP
731
Interchange Capital Partners
Pennsylvania
$245K +$232K +2,556 New
FFA
732
First Foundation Advisors
California
$244K +$908 +10 +0.4%
HZ
733
Hixon Zuercher
Ohio
$243K – – –
NAG
734
Northstar Advisory Group
New Jersey
$243K +$230K +2,531 New
TCWM
735
Total Clarity Wealth Management
Illinois
$242K +$228K +2,515 New
SIC
736
Sigma Investment Counselors
Michigan
$242K +$229K +2,521 New
MCM
737
Maryland Capital Management
Maryland
$241K -$9.08K -100 -4%
AIFAIM
738
American Institute for Advanced Investment Management
Arizona
$241K – – –
SNBOSCI
739
Security National Bank of Sioux City Iowa
Iowa
$241K – – –
SAM
740
Secure Asset Management
Michigan
$240K -$136K -1,500 -38%
MCM
741
Mengis Capital Management
Oregon
$240K +$227K +2,500 New
NWA
742
Navis Wealth Advisors
New York
$240K +$227K +2,500 New
MIM
743
Moseley Investment Management
Florida
$239K – – –
CFA
744
Carroll Financial Associates
North Carolina
$238K – – –
LWP
745
Legacy Wealth Planning
Nevada
$237K -$27K -297 -11%
UBV
746
United Bank (Virginia)
Virginia
$237K – – –
PP
747
Professional Planning
California
$237K +$224K +2,465 New
AOWM
748
Alpha Omega Wealth Management
Virginia
$236K -$5.45K -60 -2%
KPCM
749
Kings Point Capital Management
New York
$234K -$89.2K -983 -29%
GWS
750
Glassman Wealth Services
Virginia
$232K – – –
28 29
30
31 32