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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
776
AF Advisors
California
$382K +$407K +3,250 New
BBHC
777
Brown Brothers Harriman & Co
New York
$381K – – –
RWP
778
RWA Wealth Partners
Massachusetts
$380K -$16.3K -130 -4%
RF
779
Resolute Financial
Massachusetts
$380K +$32.4K +259 +9%
IAA
780
Independent Advisor Alliance
North Carolina
$380K +$404K +3,227 New
AWM
781
Aprio Wealth Management
Georgia
$379K +$403K +3,223 New
ACA
782
Aspire Capital Advisors
Washington
$374K – – –
BA
783
Bristlecone Advisors
Washington
$374K – – –
NW
784
NewEdge Wealth
Pennsylvania
$367K +$2.25K +18 +0.6%
AIA
785
Arbor Investment Advisors
North Carolina
$362K -$4.38K -35 -1%
CFO
786
Collective Family Office
Pennsylvania
$362K – – –
SWA
787
Strategies Wealth Advisors
Michigan
$361K +$2.75K +22 +0.7%
VHAM
788
Van Hulzen Asset Management
California
$360K -$12.5K -100 -3%
PIA
789
Perennial Investment Advisors
California
$360K – – –
TGAM
790
TBH Global Asset Management
Tennessee
$360K +$125 +1 +0%
PWLP
791
Prio Wealth Limited Partnership
Massachusetts
$358K +$31.3K +250 +9%
CWC
792
Carolinas Wealth Consulting
North Carolina
$358K -$1.63K -13 -0.4%
SFWC
793
Strategic Family Wealth Counselors
New Jersey
$358K +$1.75K +14 +0.5%
SIMG
794
Sonora Investment Management Group
Arizona
$357K +$379K +3,030 New
FBFS
795
First Business Financial Services
Wisconsin
$356K +$378K +3,022 New
AWG
796
Altus Wealth Group
Colorado
$355K +$1.38K +11 +0.4%
ACA
797
Atlas Capital Advisors
Wyoming
$355K +$208K +1,664 +123%
CCA
798
Clearwater Capital Advisors
Illinois
$354K +$135K +1,078 +56%
CBT
799
CoreFirst Bank & Trust
Kansas
$353K -$59.7K -477 -14%
MMG
800
Monetary Management Group
Missouri
$353K – – –
30 31
32
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