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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
801
Clarus Wealth Advisors
Arizona
$407K +$434K +3,236 New
MW
802
Maia Wealth
Colorado
$406K +$432K +3,219 New
MAWA
803
Moss Adams Wealth Advisors
Washington
$405K – – –
BOJHT
804
Bank of Jackson Hole Trust
Wyoming
$404K – – –
AFO
805
Allie Family Office
Florida
$403K – – –
TA
806
TrueWealth Advisors
Alabama
$403K – – –
SG
807
StoneX Group
New York
$400K +$142K +1,061 +55%
PWMA
808
Pension & Wealth Management Advisors
Massachusetts
$399K +$3.08K +23 +0.8%
ESB
809
Essex Savings Bank
Connecticut
$398K -$6.7K -50 -2%
NAMP
810
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$397K – – –
WPC
811
Waters Parkerson & Co
Louisiana
$397K – – –
AA
812
AF Advisors
California
$390K +$670 +5 +0.2%
PK
813
Pflug Koory
Nebraska
$389K -$2.01K -15 -0.5%
AIA
814
Armor Investment Advisors
North Carolina
$386K -$4.69K -35 -1%
FCM
815
Fogel Capital Management
Florida
$385K – – –
FA
816
FC Advisory
Pennsylvania
$385K -$90K -671 -19%
SSB
817
Sandy Spring Bank
Maryland
$385K -$5.09K -38 -1%
BWG
818
Balanced Wealth Group
Ohio
$385K +$2.95K +22 +0.8%
SCA
819
Sage Capital Advisors
South Dakota
$384K +$2.95K +22 +0.8%
PWAM
820
Private Wealth Asset Management
Iowa
$383K +$382K +2,852 New
MG
821
Mather Group
Illinois
$382K +$6.7K +50 +2%
VIP
822
Vantage Investment Partners
Missouri
$382K – – –
SAW
823
Signal Advisors Wealth
Michigan
$382K -$2.68K -20 -0.7%
AFG
824
Atomi Financial Group
New York
$381K -$49.7K -371 -12%
CMS
825
Capital Market Strategies
Florida
$380K -$4.69K -35 -1%
31 32
33
34 35