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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
801
Prio Wealth Limited Partnership
Massachusetts
$333K -$596 -5 -0.2%
QCG
802
Quadrant Capital Group
Ohio
$333K +$54.6K +458 +20%
KPCM
803
Kings Point Capital Management
New York
$332K -$14.9K -125 -4%
BAM
804
Barrett Asset Management
New York
$332K – – –
CG
805
CFO4Life Group
Texas
$332K +$323K +2,710 New
MFM
806
Mirsky Financial Management
New York
$331K – – –
CWM
807
ClientFirst Wealth Management
Arkansas
$331K +$308K +2,585 New
PCA
808
Providence Capital Advisors
North Carolina
$330K -$1.07K -9 -0.3%
HZ
809
Hixon Zuercher
Ohio
$328K -$3.22K -27 -1%
DSN
810
D. Scott Neal
Kentucky
$327K – – –
OPOWM
811
One Plus One Wealth Management
Florida
$327K – – –
ARC
812
Advisor Resource Council
Texas
$326K +$317K +2,657 New
DJSG
813
D.J. St. Germain
Massachusetts
$325K -$179K -1,500 -36%
NC
814
NewSquare Capital
Pennsylvania
$325K – – –
OCM
815
Orleans Capital Management
Louisiana
$325K – – –
FFA
816
Freedman Financial Associates
Massachusetts
$324K – – –
SHFA
817
SC&H Financial Advisors
Maryland
$322K +$313K +2,626 New
TT
818
TI-Trust
Illinois
$321K +$312K +2,617 New
PMFA
819
Plante Moran Financial Advisors
Michigan
$320K -$23.6K -198 -7%
LBC
820
Lowe Brockenbrough & Co
Virginia
$320K – – –
BAAM
821
Baker Avenue Asset Management
California
$319K – – –
HBT
822
Hills Bank & Trust
Iowa
$319K +$41.5K +348 +15%
AAM
823
Aureus Asset Management
Massachusetts
$317K +$308K +2,583 New
TW
824
TrinityPoint Wealth
Connecticut
$316K +$358 +3 +0.1%
PBO
825
Peoples Bank (Ohio)
Ohio
$312K +$71.5K +600 +31%
31 32
33
34 35