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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
801
Trinity Wealth Management
Pennsylvania
$248K +$242K +2,345 New
FWM
802
Focused Wealth Management
New York
$246K +$1.03K +10 +0.4%
BFA
803
Benedict Financial Advisors
Georgia
$246K +$1.13K +11 +0.5%
RFN
804
RDA Financial Network
Iowa
$246K +$1.54K +15 +0.6%
LDB
805
Lee, Danner & Bass
Tennessee
$245K -$31.9K -310 -12%
MFS
806
Madrona Financial Services
Washington
$244K – – –
RMCM
807
Reynders McVeigh Capital Management
Massachusetts
$244K – – –
PWW
808
Pettyjohn Wood & White
Virginia
$243K – – –
PCMC
809
Private Capital Management (Colorado)
Colorado
$242K – – –
VWM
810
Valley Wealth Managers
New Jersey
$242K – – –
CI
811
Chartist Inc
California
$242K -$31.7K -308 -12%
ECM
812
Elgethun Capital Management
South Dakota
$240K – – –
RWA
813
Ropes Wealth Advisors
Massachusetts
$240K – – –
TA
814
Tiedemann Advisors
New York
$240K +$233K +2,260 New
EP
815
EPIQ Partners
Minnesota
$240K +$234K +2,271 New
TW
816
TrinityPoint Wealth
Connecticut
$239K – – –
CAI
817
Capital Advisors Inc
Oklahoma
$239K +$233K +2,261 New
CB
818
CNB Bank
Pennsylvania
$238K -$18K -175 -7%
SNT
819
Security National Trust
West Virginia
$238K – – –
CWC
820
Carolinas Wealth Consulting
North Carolina
$238K +$233K +2,266 New
GG
821
GenWealth Group
New Jersey
$236K – – –
CHA
822
Carmichael Hill & Associates
Maryland
$236K +$230K +2,230 New
PCFFS
823
Pacific Center for Financial Services
California
$234K +$1.24K +12 +0.5%
AHC
824
Adell Harriman & Carpenter
Texas
$234K – – –
CA
825
Capital Advantage
California
$233K +$226K +2,191 New
31 32
33
34 35