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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
751
Smith Thornton Advisors
Alabama
$465K – – –
CHAM
752
Clear Harbor Asset Management
Connecticut
$465K -$79.5K -574 -15%
1WA
753
180 Wealth Advisors
Washington
$464K -$31.9K -230 -7%
SWP
754
Strategic Wealth Partners
Ohio
$464K – – –
RDFA
755
Ritter Daniher Financial Advisory
Ohio
$462K – – –
CG
756
Caprock Group
Idaho
$459K +$449K +3,239 New
QCM
757
QRG Capital Management
Illinois
$456K -$629K -4,540 -59%
PMG
758
ProVise Management Group
Florida
$454K – – –
ACA
759
Aspire Capital Advisors
Washington
$452K – – –
OIA
760
Optimum Investment Advisors
Illinois
$451K +$138 +1 +0%
WOSD
761
WFA of San Diego
California
$449K – – –
C
762
Certuity
Florida
$447K +$54.6K +394 +14%
LDB
763
Lee, Danner & Bass
Tennessee
$443K +$24.2K +175 +6%
VCM
764
Vision Capital Management
Oregon
$440K – – –
JPWM
765
Jamison Private Wealth Management
Georgia
$439K +$554 +4 +0.1%
TCWM
766
Total Clarity Wealth Management
Illinois
$436K -$43.1K -311 -9%
FFWM
767
Future Financial Wealth Management
Ohio
$436K – – –
CWA
768
Continuum Wealth Advisors
New York
$435K – – –
TWM
769
Thrive Wealth Management
Pennsylvania
$434K +$554 +4 +0.1%
PCM
770
Parsons Capital Management
Rhode Island
$432K -$47.8K -345 -10%
PWA
771
Primoris Wealth Advisors
Florida
$430K -$3.46K -25 -0.8%
PWMA
772
Pension & Wealth Management Advisors
Massachusetts
$430K +$3.74K +27 +0.9%
MAWA
773
Moss Adams Wealth Advisors
Washington
$428K – – –
RA
774
RFG Advisory
Alabama
$427K +$101K +728 +32%
NG
775
Northstar Group
New York
$427K -$16.3K -118 -4%
29 30
31
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