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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
726
Gitterman Wealth Management
New Jersey
$305K +$282K +2,670 New
OPOWM
727
One Plus One Wealth Management
Florida
$305K +$282K +2,670 New
DSN
728
D. Scott Neal
Kentucky
$304K – – –
DAC
729
Dividend Assets Capital
South Carolina
$303K -$52.8K -500 -16%
FFA
730
Freedman Financial Associates
Massachusetts
$302K – – –
NC
731
NewSquare Capital
Pennsylvania
$302K – – –
OCM
732
Orleans Capital Management
Louisiana
$302K – – –
OMIC
733
Old Mission Investment Co
Michigan
$302K +$279K +2,644 New
GFS
734
GYL Financial Synergies
Connecticut
$301K – – –
EWM
735
EPG Wealth Management
Georgia
$301K +$317 +3 +0.1%
AAM
736
Autus Asset Management
Arizona
$299K – – –
LBC
737
Lowe Brockenbrough & Co
Virginia
$298K – – –
SAM
738
Secure Asset Management
Michigan
$297K +$10.6K +100 +4%
WOSD
739
WFA of San Diego
California
$297K +$275K +2,603 New
BAAM
740
Baker Avenue Asset Management
California
$296K – – –
CFS
741
CRA Financial Services
New Jersey
$295K +$273K +2,582 New
ICP
742
Interchange Capital Partners
Pennsylvania
$291K – – –
AA
743
AlphaMark Advisors
Kentucky
$290K -$31.7K -300 -11%
FFA
744
First Foundation Advisors
California
$289K – – –
PTC
745
Philadelphia Trust Company
Pennsylvania
$289K +$268K +2,537 New
FPW
746
Flagship Private Wealth
Massachusetts
$288K -$11.1K -105 -4%
SIC
747
Sigma Investment Counselors
Michigan
$288K – – –
SNBOSCI
748
Security National Bank of Sioux City Iowa
Iowa
$287K – – –
AIFAIM
749
American Institute for Advanced Investment Management
Arizona
$286K – – –
WIA
750
World Investment Advisors
California
$285K -$5.28K -50 -2%
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30
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