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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
751
West Paces Advisors
Georgia
$469K – – –
JWCA
752
J.W. Coons Advisors
Ohio
$469K – – –
TFM
753
TFC Financial Management
Massachusetts
$468K +$449K +3,351 +2,464%
SF
754
Summit Financial
New Jersey
$465K +$2.68K +20 +0.6%
IP
755
Investment Partners
Ohio
$465K +$536 +4 +0.1%
VWWMG
756
Vermillion & White Wealth Management Group
Pennsylvania
$463K -$67K -500 -13%
CPSC
757
Carl P. Sherr & Co
Massachusetts
$461K – – –
CG
758
Caprock Group
Idaho
$460K – – –
STA
759
Smith Thornton Advisors
Alabama
$459K -$2.01K -15 -0.4%
CCMG
760
Clark Capital Management Group
Pennsylvania
$458K -$121K -900 -21%
WWP
761
Waypoint Wealth Partners
California
$458K -$23.5K -175 -5%
BC
762
Barrett & Company
Rhode Island
$457K +$2.15K +16 +0.5%
LGWM
763
Litman Gregory Wealth Management
California
$457K -$86.1K -642 -16%
ZBNA
764
Zions Bancorporation, National Association
Utah
$455K +$455K +3,390 New
CFGW
765
Chancellor Financial Group WB
Pennsylvania
$454K – – –
HWA
766
HCR Wealth Advisors
California
$453K -$20.1K -150 -4%
OIA
767
Optimum Investment Advisors
Illinois
$453K -$11.5K -86 -2%
IWS
768
Insight Wealth Strategies
California
$452K +$2.28K +17 +0.5%
LDB
769
Lee, Danner & Bass
Tennessee
$449K -$8.72K -65 -2%
BWM
770
Birchcreek Wealth Management
Ohio
$449K -$80.1K -597 -15%
SAM
771
Secure Asset Management
Michigan
$449K -$59.9K -447 -12%
GIM
772
Grassi Investment Management
California
$447K +$939 +7 +0.2%
SCM
773
Sage Capital Management
New Jersey
$447K +$3.08K +23 +0.7%
PPG
774
Peak Planning Group
Colorado
$446K +$3.08K +23 +0.7%
HZ
775
Hixon Zuercher
Ohio
$445K -$24K -179 -5%
29 30
31
32 33