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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
751
Clark Capital Management Group
Pennsylvania
$546K +$151 +1 +0%
RL
752
Rogco LP
Oklahoma
$544K – – –
PWM
753
Pines Wealth Management
North Carolina
$541K – – –
MA
754
Mezzasalma Advisors
New Jersey
$539K +$3.02K +20 +0.6%
BIP
755
Bouvel Investment Partners
Pennsylvania
$538K +$154K +1,017 +40%
SCM
756
Schnieders Capital Management
California
$538K -$22.7K -150 -4%
PCA
757
Purkiss Capital Advisors
Connecticut
$537K -$48.9K -324 -8%
TPA
758
Trivium Point Advisory
Connecticut
$537K -$158K -1,047 -23%
CA
759
Cambridge Advisors
Nebraska
$534K +$11.3K +75 +2%
HCP
760
Hexagon Capital Partners
Arkansas
$531K +$529K +3,504 New
BONH
761
Bank of New Hampshire
New Hampshire
$530K – – –
SWASL
762
Spartan Wealth Advisory Services LLC
Michigan
$528K +$526K +3,485 New
IP
763
Investment Partners
Ohio
$527K +$302 +2 +0.1%
TFS
764
truNorth Financial Services
Pennsylvania
$525K – – –
CPSC
765
Carl P. Sherr & Co
Massachusetts
$520K – – –
SWP
766
Strategic Wealth Partners
Ohio
$519K -$22.4K -148 -4%
CCM
767
Charter Capital Management
Wisconsin
$516K -$70.2K -465 -12%
HIP
768
HUB Investment Partners
Texas
$514K +$22.7K +150 +5%
ZBNA
769
Zions Bancorporation, National Association
Utah
$513K – – –
CWP
770
CFM Wealth Partners
Texas
$512K +$104K +689 +26%
AFO
771
Allie Family Office
Florida
$510K – – –
TCWM
772
Total Clarity Wealth Management
Illinois
$510K – – –
PWM
773
PMG Wealth Management
Illinois
$509K +$68.3K +452 +16%
BSB
774
Bangor Savings Bank
Maine
$509K -$4.38K -29 -0.9%
SCM
775
Sage Capital Management
New Jersey
$508K -$7.4K -49 -1%
29 30
31
32 33