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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
801
Sterling Financial Planning
New Jersey
$255K +$4.28K +36 +2%
NWS
802
Newport Wealth Strategies
California
$255K +$5.95K +50 +2%
OCPWS
803
One Charles Private Wealth Services
Massachusetts
$255K +$260K +2,185 New
KWP
804
Keystone Wealth Partners
Arizona
$253K – – –
WIA
805
World Investment Advisors
California
$252K -$23.8K -200 -8%
BFO
806
Biltmore Family Office
North Carolina
$252K – – –
CCA
807
Clearwater Capital Advisors
Illinois
$251K – – –
JSC
808
Jackson Square Capital
California
$250K -$4.16K -35 -2%
GD
809
Grandfield & Dodd
New York
$250K – – –
MPPLM
810
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$249K -$952K -8,003 -79%
IFWM
811
Institute for Wealth Management
Colorado
$249K -$719K -6,043 -74%
KF
812
Krilogy Financial
Missouri
$249K +$7.13K +60 +3%
SC
813
Sepio Capital
Utah
$248K – – –
BWM
814
Birchcreek Wealth Management
Ohio
$248K +$119 +1 +0%
CCM
815
Crossvault Capital Management
Texas
$247K +$254K +2,139 New
AOWM
816
Alpha Omega Wealth Management
Virginia
$246K +$119 +1 +0%
FCA
817
FLC Capital Advisors
California
$245K -$14.5K -122 -5%
BFA
818
Benedict Financial Advisors
Georgia
$245K -$5.35K -45 -2%
LSAG
819
Lake Street Advisors Group
New Hampshire
$245K +$244K +2,050 New
IFA
820
Interactive Financial Advisors
Illinois
$244K -$160K -1,347 -39%
CWM
821
Cedar Wealth Management
California
$242K – – –
CAI
822
Capital Advisors Inc
Oklahoma
$242K +$19.3K +162 +8%
AAS
823
Annex Advisory Services
Wisconsin
$241K – – –
PSB
824
Piscataqua Savings Bank
New Hampshire
$240K – – –
AFP
825
Ausdal Financial Partners
Iowa
$240K +$245K +2,058 New
31 32
33
34 35