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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
751
Neumann Capital Management
California
$539K – – –
SIC
752
Samalin Investment Counsel
New York
$536K -$22.7K -161 -4%
CAM
753
Costello Asset Management
Pennsylvania
$528K +$331K +2,342 +168%
RPWA
754
Regent Peak Wealth Advisors
Georgia
$528K -$110K -777 -17%
BCG
755
Breakwater Capital Group
New Jersey
$528K -$141 -1 -0%
CFGA
756
Cambridge Financial Group (Arizona)
Arizona
$525K +$189K +1,341 +57%
WPA
757
West Paces Advisors
Georgia
$524K – – –
MOS
758
MGO One Seven
Ohio
$524K -$35.9K -254 -6%
SCM
759
Schnieders Capital Management
California
$522K – – –
HC
760
Hoese & Co
Minnesota
$522K – – –
TC
761
Trilogy Capital
California
$521K +$19.1K +135 +4%
LGWM
762
Litman Gregory Wealth Management
California
$520K +$40.3K +285 +8%
SG
763
StoneX Group
New York
$518K +$135K +956 +35%
CPSC
764
Carl P. Sherr & Co
Massachusetts
$516K – – –
ICP
765
Interchange Capital Partners
Pennsylvania
$515K +$2.4K +17 +0.5%
RTL
766
Red Tortoise LLC
Georgia
$515K +$706 +5 +0.1%
BSA
767
Bull Street Advisors
Georgia
$512K – – –
GTWM
768
Global Trust Wealth Management
Florida
$512K +$512K +3,626 New
CPSAC
769
Chas P. Smith & Associates (CPS)
Florida
$511K +$87.6K +620 +21%
CCMG
770
Clark Capital Management Group
Pennsylvania
$509K – – –
QCM
771
QRG Capital Management
Illinois
$508K +$55.8K +395 +12%
RL
772
Rogco LP
Oklahoma
$507K – – –
NWA
773
Navis Wealth Advisors
New York
$505K +$1.55K +11 +0.3%
MA
774
Mezzasalma Advisors
New Jersey
$504K +$4.24K +30 +0.9%
SWP
775
Strategic Wealth Partners
Ohio
$504K +$43.8K +310 +9%
29 30
31
32 33