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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
801
Meeder Asset Management
Ohio
$257K +$177K +1,489 +208%
MA
802
Montag & Associates
Georgia
$256K – – –
SFP
803
Sterling Financial Planning
New Jersey
$255K +$4.28K +36 +2%
NWS
804
Newport Wealth Strategies
California
$255K +$5.95K +50 +2%
OCPWS
805
One Charles Private Wealth Services
Massachusetts
$255K +$260K +2,185 New
KWP
806
Keystone Wealth Partners
Arizona
$253K – – –
WIA
807
World Investment Advisors
California
$252K -$23.8K -200 -8%
BFO
808
Biltmore Family Office
North Carolina
$252K – – –
CCA
809
Clearwater Capital Advisors
Illinois
$251K – – –
JSC
810
Jackson Square Capital
California
$250K -$4.16K -35 -2%
GD
811
Grandfield & Dodd
New York
$250K – – –
MPPLM
812
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$249K -$952K -8,003 -79%
IFWM
813
Institute for Wealth Management
Colorado
$249K -$719K -6,043 -74%
KF
814
Krilogy Financial
Missouri
$249K +$7.13K +60 +3%
SC
815
Sepio Capital
Utah
$248K – – –
BWM
816
Birchcreek Wealth Management
Ohio
$248K +$119 +1 +0%
CCM
817
Crossvault Capital Management
Texas
$247K +$254K +2,139 New
AOWM
818
Alpha Omega Wealth Management
Virginia
$246K +$119 +1 +0%
FCA
819
FLC Capital Advisors
California
$245K -$14.5K -122 -5%
BFA
820
Benedict Financial Advisors
Georgia
$245K -$5.35K -45 -2%
LSAG
821
Lake Street Advisors Group
New Hampshire
$245K +$244K +2,050 New
IFA
822
Interactive Financial Advisors
Illinois
$244K -$160K -1,347 -39%
CWM
823
Cedar Wealth Management
California
$242K – – –
CAI
824
Capital Advisors Inc
Oklahoma
$242K +$19.3K +162 +8%
AAS
825
Annex Advisory Services
Wisconsin
$241K – – –
31 32
33
34 35