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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
776
CNB Bank
Pennsylvania
$258K – – –
OF
777
Outfitter Financial
Maine
$258K +$239K +2,260 New
HWA
778
Heritage Wealth Advisors
Virginia
$258K -$79.6K -753 -25%
CNC
779
Canandaigua National Corp
New York
$255K +$236K +2,232 New
ACM
780
Ategra Capital Management
Virginia
$255K +$236K +2,231 New
PWW
781
Pettyjohn Wood & White
Virginia
$253K -$4.23K -40 -2%
FCA
782
FLC Capital Advisors
California
$253K – – –
HL
783
HeadInvest LLC
Maine
$252K – – –
TW
784
TrinityPoint Wealth
Connecticut
$252K – – –
MA
785
Montag & Associates
Georgia
$251K -$148K -1,400 -39%
BP
786
BBR Partners
New York
$251K – – –
LC
787
LCNB Corp
Ohio
$251K – – –
CA
788
Capital Advantage
California
$250K – – –
GD
789
Grandfield & Dodd
New York
$250K – – –
AFA
790
American Financial Advisors
Georgia
$248K -$3.7K -35 -2%
KWP
791
Keystone Wealth Partners
Arizona
$248K -$951 -9 -0.4%
JSC
792
Jackson Square Capital
California
$248K +$2.54K +24 +1%
CCA
793
Clearwater Capital Advisors
Illinois
$246K -$23.6K -223 -9%
BFO
794
Biltmore Family Office
North Carolina
$246K – – –
SFP
795
Sterling Financial Planning
New Jersey
$246K – – –
MCM
796
Maryland Capital Management
Maryland
$245K -$38.6K -365 -15%
BFA
797
Benedict Financial Advisors
Georgia
$245K -$4.54K -43 -2%
NWS
798
Newport Wealth Strategies
California
$244K +$226K +2,137 New
FA
799
Fermata Advisors
California
$243K +$225K +2,128 New
BWM
800
Birchcreek Wealth Management
Ohio
$242K +$24.1K +228 +12%
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