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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWM
826
Brown Miller Wealth Management
Virginia
$333K +$325K +2,599 New
CWM
827
ClientFirst Wealth Management
Arkansas
$331K – – –
TW
828
TrinityPoint Wealth
Connecticut
$331K +$750 +6 +0.2%
NIC
829
Northwest Investment Counselors
Oregon
$327K -$31.2K -250 -9%
FPW
830
Flagship Private Wealth
Massachusetts
$326K +$2.12K +17 +0.7%
PP
831
PDS Planning
Ohio
$326K +$79.7K +638 +33%
SFCL
832
Strengthening Families & Communities LLC
Massachusetts
$324K +$2.12K +17 +0.7%
SIC
833
Sigma Investment Counselors
Michigan
$323K – – –
SNBOSCI
834
Security National Bank of Sioux City Iowa
Iowa
$322K – – –
EE
835
EWG Elevate
California
$322K +$104K +832 +49%
FFMBT
836
First Farmers & Merchants Bank Trust
Tennessee
$321K +$500 +4 +0.2%
MCM
837
Mengis Capital Management
Oregon
$320K – – –
NWA
838
Navis Wealth Advisors
New York
$320K – – –
SEP
839
Southland Equity Partners
Missouri
$319K +$9.25K +74 +3%
RA
840
Rise Advisors
New York
$319K -$5K -40 -2%
ACM
841
Azimuth Capital Management
Michigan
$318K -$136K -1,089 -30%
PSF
842
Pacific Sun Financial
California
$317K -$5K -40 -2%
HWA
843
Heritage Wealth Advisors
Virginia
$317K +$26.5K +212 +9%
MIM
844
Moseley Investment Management
Florida
$313K – – –
KCA
845
Karn Couzens & Associates
Connecticut
$313K +$60K +480 +24%
WPC
846
Wedmont Private Capital
Pennsylvania
$312K -$375 -3 -0.1%
UBV
847
United Bank (Virginia)
Virginia
$311K – – –
AW
848
Avion Wealth
Texas
$310K +$301K +2,413 +24,130%
GWS
849
Glassman Wealth Services
Virginia
$309K – – –
CT
850
Columbia Trust
Oregon
$309K +$300K +2,400 New
32 33
34
35 36