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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
776
Mather Group
Illinois
$512K -$10.2K -66 -2%
PWM
777
Pines Wealth Management
North Carolina
$512K -$46K -299 -8%
RDFA
778
Ritter Daniher Financial Advisory
Ohio
$511K +$154 +1 +0%
SWASL
779
Spartan Wealth Advisory Services LLC
Michigan
$511K -$33.1K -215 -6%
RMDI
780
R.M. Davis Inc
Maine
$511K -$7.39K -48 -1%
MCC
781
Money Concepts Capital
Florida
$510K +$108K +702 +27%
WIM
782
Warwick Investment Management
Texas
$509K -$224K -1,454 -31%
SAM
783
Secure Asset Management
Michigan
$509K +$1.39K +9 +0.3%
BF
784
Baring Financial
Washington
$508K +$462 +3 +0.1%
1WA
785
180 Wealth Advisors
Washington
$508K -$2K -13 -0.4%
STA
786
Smith Thornton Advisors
Alabama
$507K -$17.9K -116 -4%
CLP
787
Charis Legacy Partners
Texas
$503K +$133K +865 +37%
PWM
788
Puff Wealth Management
New Jersey
$500K +$493K +3,200 New
PCA
789
Peddock Capital Advisors
Massachusetts
$499K +$308 +2 +0.1%
TCWM
790
Total Clarity Wealth Management
Illinois
$499K -$26.5K -172 -5%
IWS
791
Insight Wealth Strategies
California
$499K +$3.39K +22 +0.7%
ACA
792
Aspire Capital Advisors
Washington
$497K – – –
OWP
793
Obermeyer Wealth Partners
Colorado
$497K – – –
VCM
794
Vision Capital Management
Oregon
$496K – – –
AFO
795
Arrowroot Family Office
California
$493K +$12K +78 +3%
AUB
796
Atlantic Union Bankshares
Virginia
$492K -$6.16K -40 -1%
CIAS
797
CBIZ Investment Advisory Services
Ohio
$490K – – –
TCMP
798
Thrive Capital Management (Pennsylvania)
Pennsylvania
$488K -$6.16K -40 -1%
MKA
799
M. Kulyk & Associates
Georgia
$487K -$17.6K -114 -4%
OC
800
Oakworth Capital
Alabama
$487K – – –
30 31
32
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