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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
726
Perennial Investment Advisors
California
$321K +$102K +869 +45%
LA
727
Latitude Advisors
Florida
$320K +$326K +2,793 New
JAG
728
Journey Advisory Group
Kentucky
$319K – – –
ST
729
Sentinel Trust
Texas
$316K – – –
FPWM
730
FSB Premier Wealth Management
Iowa
$314K – – –
PWLP
731
Prio Wealth Limited Partnership
Massachusetts
$313K -$11.7K -100 -4%
EP
732
Eudaimonia Partners
Tennessee
$312K +$42.1K +360 +15%
BAM
733
Barrett Asset Management
New York
$311K +$234K +2,000 +282%
MFM
734
Mirsky Financial Management
New York
$310K -$316K -2,701 -50%
PCA
735
Providence Capital Advisors
North Carolina
$310K -$95.4K -816 -23%
HZ
736
Hixon Zuercher
Ohio
$310K – – –
CFS
737
CRA Financial Services
New Jersey
$310K +$4.68K +40 +2%
DSN
738
D. Scott Neal
Kentucky
$306K – – –
GWM
739
Gitterman Wealth Management
New Jersey
$306K – – –
OPOWM
740
One Plus One Wealth Management
Florida
$306K – – –
NC
741
NewSquare Capital
Pennsylvania
$304K – – –
OCM
742
Orleans Capital Management
Louisiana
$304K – – –
FFA
743
Freedman Financial Associates
Massachusetts
$303K – – –
LBC
744
Lowe Brockenbrough & Co
Virginia
$299K – – –
BAAM
745
Baker Avenue Asset Management
California
$298K – – –
TW
746
TrinityPoint Wealth
Connecticut
$296K +$42.7K +365 +17%
SL
747
Salomon & Ludwin
Virginia
$291K +$297K +2,540 New
TCOO
748
Trust Company of Oklahoma
Oklahoma
$290K – – –
SIC
749
Sigma Investment Counselors
Michigan
$289K – – –
SNBOSCI
750
Security National Bank of Sioux City Iowa
Iowa
$288K -$1.28M -10,991 -81%
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