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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
801
Insight Wealth Strategies
California
$478K +$3.17K +21 +0.7%
ICP
802
Interchange Capital Partners
Pennsylvania
$476K -$15.3K -101 -3%
LDB
803
Lee, Danner & Bass
Tennessee
$472K – – –
OC
804
Oakworth Capital
Alabama
$471K +$60.4K +400 +15%
ATS
805
Ashton Thomas Securities
New York
$470K +$469K +3,106 New
JSW
806
Journey Strategic Wealth
New Jersey
$470K -$40.5K -268 -8%
JPWM
807
Jamison Private Wealth Management
Georgia
$469K +$604 +4 +0.1%
AFO
808
Arrowroot Family Office
California
$466K +$4.68K +31 +1%
RPWA
809
Regent Peak Wealth Advisors
Georgia
$465K -$101K -667 -18%
LFG
810
Larson Financial Group
Missouri
$464K +$453 +3 +0.1%
TWM
811
Thrive Wealth Management
Pennsylvania
$463K +$604 +4 +0.1%
CICC
812
Capital Investment Counsel (Colorado)
Colorado
$463K +$174K +1,150 +60%
EPW
813
Evolve Private Wealth
California
$461K -$7.55K -50 -2%
TCOT
814
Trust Company of Toledo
Ohio
$458K -$159K -1,052 -26%
PWA
815
Primoris Wealth Advisors
Florida
$458K – – –
PF
816
Prosperitas Financial
California
$457K +$455K +3,016 New
WPC
817
Waters Parkerson & Co
Louisiana
$457K +$8.31K +55 +2%
MAWA
818
Moss Adams Wealth Advisors
Washington
$456K – – –
CWM
819
Capstone Wealth Management
Montana
$456K – – –
RWM
820
Ritholtz Wealth Management
New York
$455K +$23.9K +158 +6%
TA
821
TrueWealth Advisors
Alabama
$454K – – –
NG
822
Northstar Group
New York
$450K -$15.1K -100 -3%
BWG
823
Balanced Wealth Group
Ohio
$450K +$8.46K +56 +2%
GWMR
824
GC Wealth Management RIA
Massachusetts
$450K +$449K +2,970 New
PCM
825
Parsons Capital Management
Rhode Island
$449K +$15.1K +100 +3%
31 32
33
34 35