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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
751
American Institute for Advanced Investment Management
Arizona
$288K – – –
FPW
752
Flagship Private Wealth
Massachusetts
$288K +$935 +8 +0.3%
PSF
753
Pacific Sun Financial
California
$288K +$294K +2,512 New
NWA
754
Navis Wealth Advisors
New York
$287K – – –
MMG
755
Monetary Management Group
Missouri
$287K +$117K +1,000 +67%
MCM
756
Mengis Capital Management
Oregon
$286K – – –
CFA
757
Carroll Financial Associates
North Carolina
$284K – – –
MIM
758
Moseley Investment Management
Florida
$284K – – –
MSAM
759
Moloney Securities Asset Management
Missouri
$283K -$22.6K -193 -7%
LWP
760
Legacy Wealth Planning
Nevada
$282K – – –
GD
761
Grandfield & Dodd
New York
$280K +$31.1K +266 +12%
UBV
762
United Bank (Virginia)
Virginia
$279K -$3.16K -27 -1%
SEP
763
Southland Equity Partners
Missouri
$277K +$11.7K +100 +4%
GWS
764
Glassman Wealth Services
Virginia
$277K – – –
NB
765
Northwest Bancshares
Pennsylvania
$276K – – –
BCM
766
BTR Capital Management
California
$275K – – –
CI
767
Chartist Inc
California
$275K +$12.4K +106 +5%
PP
768
Professional Planning
California
$274K -$20.5K -175 -7%
ACM
769
Allred Capital Management
Texas
$273K +$701 +6 +0.3%
OSAM
770
O'Shaughnessy Asset Management
Connecticut
$272K – – –
AAM
771
Autus Asset Management
Arizona
$270K -$19.1K -163 -6%
OBWG
772
Onyx Bridge Wealth Group
New York
$269K – – –
WIA
773
World Investment Advisors
California
$269K +$21.6K +185 +9%
AIM
774
Anchor Investment Management
South Carolina
$267K – – –
CG
775
Clarus Group
Texas
$267K -$8.65K -74 -3%
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31
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