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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
801
ProVise Management Group
Florida
$419K – – –
SW
802
SlateStone Wealth
Florida
$419K -$20.6K -151 -5%
ACA
803
Aspire Capital Advisors
Washington
$418K – – –
CWC
804
Carolinas Wealth Consulting
North Carolina
$416K -$19.1K -140 -4%
AI
805
Accredited Investors
Minnesota
$412K +$116K +853 +37%
PCM
806
Parsons Capital Management
Rhode Island
$412K -$11.7K -86 -3%
NG
807
Northstar Group
New York
$410K – – –
HCM
808
Highview Capital Management
Illinois
$409K -$70.8K -520 -14%
TCOV
809
Trust Company of Vermont
Vermont
$408K +$273 +2 +0.1%
SA
810
Sovran Advisors
California
$408K +$424K +3,110 New
PAM
811
Palisade Asset Management
Minnesota
$407K -$7.77K -57 -2%
VCM
812
Vision Capital Management
Oregon
$407K +$6.81K +50 +2%
CWM
813
Centricity Wealth Management
Ohio
$407K +$422K +3,097 New
TCM
814
Twele Capital Management
Minnesota
$404K -$15.7K -115 -4%
JPWM
815
Jamison Private Wealth Management
Georgia
$404K +$545 +4 +0.1%
FFWM
816
Future Financial Wealth Management
Ohio
$402K – – –
CWA
817
Continuum Wealth Advisors
New York
$402K – – –
LHC
818
Little House Capital
Massachusetts
$400K +$415K +3,049 New
TWM
819
Thrive Wealth Management
Pennsylvania
$398K +$4.09K +30 +1%
ST
820
Sabal Trust
Florida
$396K -$17.7K -130 -4%
MAWA
821
Moss Adams Wealth Advisors
Washington
$396K +$104K +760 +34%
ESB
822
Essex Savings Bank
Connecticut
$395K -$10.1K -74 -2%
G
823
Gainplan
Michigan
$395K +$18.5K +136 +5%
AFO
824
Allie Family Office
Florida
$394K – – –
TA
825
TrueWealth Advisors
Alabama
$394K – – –
31 32
33
34 35