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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
826
TrinityPoint Wealth
Connecticut
$316K +$358 +3 +0.1%
PBO
827
Peoples Bank (Ohio)
Ohio
$312K +$71.5K +600 +31%
MCM
828
Mendel Capital Management
Arkansas
$312K +$303K +2,545 New
RA
829
Rise Advisors
New York
$310K +$302K +2,532 New
WPC
830
Wedmont Private Capital
Pennsylvania
$310K +$291K +2,439 New
SIC
831
Sigma Investment Counselors
Michigan
$309K – – –
FPW
832
Flagship Private Wealth
Massachusetts
$309K +$1.67K +14 +0.6%
PSF
833
Pacific Sun Financial
California
$308K – – –
SNBOSCI
834
Security National Bank of Sioux City Iowa
Iowa
$308K – – –
DAC
835
Dividend Assets Capital
South Carolina
$308K +$47K +394 +19%
AIFAIM
836
American Institute for Advanced Investment Management
Arizona
$307K – – –
FFMBT
837
First Farmers & Merchants Bank Trust
Tennessee
$307K +$298K +2,501 New
SWM
838
Silverlake Wealth Management
Vermont
$307K +$298K +2,503 New
MCM
839
Mengis Capital Management
Oregon
$306K – – –
NWA
840
Navis Wealth Advisors
New York
$306K – – –
BRWM
841
B. Riley Wealth Management
Tennessee
$305K +$19.4K +163 +7%
OMIC
842
Old Mission Investment Co
Michigan
$304K -$23K -193 -7%
WP
843
WealthShield Partners
North Carolina
$303K +$295K +2,471 New
CFA
844
Carroll Financial Associates
North Carolina
$301K – – –
GD
845
Grandfield & Dodd
New York
$300K – – –
MIM
846
Moseley Investment Management
Florida
$299K – – –
UBV
847
United Bank (Virginia)
Virginia
$298K – – –
SEP
848
Southland Equity Partners
Missouri
$296K +$119 +1 +0%
GWS
849
Glassman Wealth Services
Virginia
$296K – – –
RSWM
850
Robertson Stephens Wealth Management
California
$293K +$285K +2,394 New
32 33
34
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