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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
826
Northwest Financial Advisors
Virginia
$361K +$37.5K +290 +12%
CPA
827
Cardiff Park Advisors
California
$361K – – –
DLHL
828
Donald L. Hagan LLC
Florida
$361K – – –
BFO
829
Biltmore Family Office
North Carolina
$360K – – –
FWM
830
FSA Wealth Management
Massachusetts
$360K +$345K +2,665 New
PFGIA
831
Patriot Financial Group Insurance Agency
Massachusetts
$359K +$1.81K +14 +0.5%
SNBOSCI
832
Security National Bank of Sioux City Iowa
Iowa
$359K – – –
OCM
833
Orleans Capital Management
Louisiana
$358K – – –
BBA
834
BLB&B Advisors
Pennsylvania
$357K +$7.76K +60 +2%
CFS
835
Commonwealth Financial Services
West Virginia
$356K – – –
PTC
836
Philadelphia Trust Company
Pennsylvania
$356K -$10.3K -80 -3%
AI
837
Atria Investments
North Carolina
$355K -$1.54M -11,900 -82%
PMFA
838
Plante Moran Financial Advisors
Michigan
$354K +$12.9K +100 +4%
SIA
839
Soltis Investment Advisors
Utah
$354K -$19.1K -148 -5%
PFM
840
Phillips Financial Management
Indiana
$350K -$64.5K -499 -16%
CA
841
Calton & Associates
Florida
$350K +$84.8K +656 +34%
PVI
842
Pine Valley Investments
New Jersey
$350K -$7.63K -59 -2%
JSW
843
Journey Strategic Wealth
New Jersey
$350K +$21.6K +167 +7%
CWM
844
Connecticut Wealth Management
Connecticut
$349K – – –
G
845
Gainplan
Michigan
$347K – – –
GWS
846
Glassman Wealth Services
Virginia
$347K – – –
AFTS
847
American Financial & Tax Strategies
New York
$345K +$24.2K +187 +8%
CFIA
848
Cantor Fitzgerald Investment Advisors
New York
$344K +$329K +2,548 New
TPA
849
Trivium Point Advisory
Connecticut
$343K +$39.2K +303 +14%
RWB
850
RMR Wealth Builders
New Jersey
$343K +$646 +5 +0.2%
32 33
34
35 36