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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
726
SNS Financial Group
Minnesota
$322K – – –
PMFA
727
Plante Moran Financial Advisors
Michigan
$322K +$121K +1,038 +59%
PIA
728
Perennial Investment Advisors
California
$321K +$102K +869 +45%
LA
729
Latitude Advisors
Florida
$320K +$326K +2,793 New
JAG
730
Journey Advisory Group
Kentucky
$319K – – –
ST
731
Sentinel Trust
Texas
$316K – – –
FPWM
732
FSB Premier Wealth Management
Iowa
$314K – – –
PWLP
733
Prio Wealth Limited Partnership
Massachusetts
$313K -$11.7K -100 -4%
EP
734
Eudaimonia Partners
Tennessee
$312K +$42.1K +360 +15%
BAM
735
Barrett Asset Management
New York
$311K +$234K +2,000 +282%
MFM
736
Mirsky Financial Management
New York
$310K -$316K -2,701 -50%
PCA
737
Providence Capital Advisors
North Carolina
$310K -$95.4K -816 -23%
HZ
738
Hixon Zuercher
Ohio
$310K – – –
CFS
739
CRA Financial Services
New Jersey
$310K +$4.68K +40 +2%
OMIC
740
Old Mission Investment Co
Michigan
$307K +$4.68K +40 +2%
DSN
741
D. Scott Neal
Kentucky
$306K – – –
GWM
742
Gitterman Wealth Management
New Jersey
$306K – – –
OPOWM
743
One Plus One Wealth Management
Florida
$306K – – –
NC
744
NewSquare Capital
Pennsylvania
$304K – – –
OCM
745
Orleans Capital Management
Louisiana
$304K – – –
FFA
746
Freedman Financial Associates
Massachusetts
$303K – – –
LBC
747
Lowe Brockenbrough & Co
Virginia
$299K – – –
BAAM
748
Baker Avenue Asset Management
California
$298K – – –
TW
749
TrinityPoint Wealth
Connecticut
$296K +$42.7K +365 +17%
SL
750
Salomon & Ludwin
Virginia
$291K +$297K +2,540 New
28 29
30
31 32