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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSC
751
Carl P. Sherr & Co
Massachusetts
$456K – – –
BC
752
Barrett & Company
Rhode Island
$455K +$2.59K +20 +0.6%
WWP
753
Waypoint Wealth Partners
California
$453K – – –
LGWM
754
Litman Gregory Wealth Management
California
$452K – – –
ZBNA
755
Zions Bancorporation, National Association
Utah
$450K – – –
FLPIM
756
F.L. Putnam Investment Management
Massachusetts
$450K -$154K -1,188 -26%
PCM
757
Parsons Capital Management
Rhode Island
$450K +$32.4K +250 +8%
CFGW
758
Chancellor Financial Group WB
Pennsylvania
$449K +$129 +1 +0%
TCWM
759
Total Clarity Wealth Management
Illinois
$449K -$30.7K -237 -7%
HWA
760
HCR Wealth Advisors
California
$448K – – –
AFO
761
Allie Family Office
Florida
$448K +$47.9K +370 +12%
MKA
762
M. Kulyk & Associates
Georgia
$447K -$181K -1,397 -29%
PWM
763
Provident Wealth Management
Tennessee
$446K -$35.1K -271 -7%
SCM
764
Sage Capital Management
New Jersey
$445K +$3.63K +28 +0.8%
SAM
765
Secure Asset Management
Michigan
$445K +$1.55K +12 +0.4%
BWM
766
Birchcreek Wealth Management
Ohio
$444K +$388 +3 +0.1%
JSW
767
Journey Strategic Wealth
New Jersey
$442K +$10.1K +78 +2%
AF
768
Alerus Financial
North Dakota
$439K – – –
FMII
769
Farmers & Merchants Investments Inc
Nebraska
$437K – – –
AG
770
Ascent Group
Virginia
$436K +$425K +3,286 New
PCA
771
Purkiss Capital Advisors
Connecticut
$435K +$215K +1,660 +103%
STA
772
Smith Thornton Advisors
Alabama
$435K -$18.5K -143 -4%
SWP
773
Strategic Wealth Partners
Ohio
$433K +$423K +3,264 New
RDFA
774
Ritter Daniher Financial Advisory
Ohio
$432K – – –
CA
775
Cambridge Advisors
Nebraska
$432K – – –
29 30
31
32 33