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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
726
Foundations Investment Advisors
Arizona
$589K +$381K +2,699 +183%
BW
727
BIP Wealth
Georgia
$585K -$60K -425 -9%
RCG
728
Regatta Capital Group
California
$582K -$5.79K -41 -1%
AI
729
Atria Investments
North Carolina
$582K +$60.9K +431 +12%
MFS
730
Madrona Financial Services
Washington
$578K -$8.9K -63 -2%
TCOT
731
Trust Company of Toledo
Ohio
$576K -$90.3K -639 -14%
BC
732
Barrett & Company
Rhode Island
$575K +$4.52K +32 +0.8%
IWM
733
Integris Wealth Management
California
$570K – – –
AMCA
734
Arthur M. Cohen & Associates
Illinois
$565K -$37.4K -265 -6%
HCA
735
Harpswell Capital Advisors
Maine
$565K – – –
HCA
736
Heck Capital Advisors
Wisconsin
$565K +$565K +4,000 New
RWM
737
Rockwood Wealth Management
Pennsylvania
$564K – – –
SWM
738
Steinberganna Wealth Management
New York
$563K -$18.8K -133 -3%
CWM
739
Cahaba Wealth Management
Georgia
$563K +$3.96K +28 +0.7%
PVAMC
740
PPS&V Asset Management Consultants
Michigan
$561K – – –
NL
741
NVWM LLC
Pennsylvania
$560K -$15.7K -111 -3%
IF
742
IRON Financial
Illinois
$556K +$4.94K +35 +0.9%
BP
743
BBR Partners
New York
$554K – – –
CCM
744
Chilton Capital Management
Texas
$549K – – –
CCM
745
Charter Capital Management
Wisconsin
$547K – – –
PCA
746
Purkiss Capital Advisors
Connecticut
$546K -$66.1K -468 -11%
SWM
747
SeaCrest Wealth Management
New York
$546K +$141 +1 +0%
WFAG
748
Worth Financial Advisory Group
North Carolina
$545K +$22.7K +161 +4%
S
749
SignatureFD
Georgia
$544K – – –
TSWM
750
Triangle Securities Wealth Management
North Carolina
$540K – – –
28 29
30
31 32