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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
826
Cardiff Park Advisors
California
$361K – – –
DLHL
827
Donald L. Hagan LLC
Florida
$361K – – –
BFO
828
Biltmore Family Office
North Carolina
$360K – – –
FWM
829
FSA Wealth Management
Massachusetts
$360K +$345K +2,665 New
PFGIA
830
Patriot Financial Group Insurance Agency
Massachusetts
$359K +$1.81K +14 +0.5%
SNBOSCI
831
Security National Bank of Sioux City Iowa
Iowa
$359K – – –
OCM
832
Orleans Capital Management
Louisiana
$358K – – –
BBA
833
BLB&B Advisors
Pennsylvania
$357K +$7.76K +60 +2%
CFS
834
Commonwealth Financial Services
West Virginia
$356K – – –
PTC
835
Philadelphia Trust Company
Pennsylvania
$356K -$10.3K -80 -3%
AI
836
Atria Investments
North Carolina
$355K -$1.54M -11,900 -82%
PMFA
837
Plante Moran Financial Advisors
Michigan
$354K +$12.9K +100 +4%
SIA
838
Soltis Investment Advisors
Utah
$354K -$19.1K -148 -5%
PFM
839
Phillips Financial Management
Indiana
$350K -$64.5K -499 -16%
CA
840
Calton & Associates
Florida
$350K +$84.8K +656 +34%
PVI
841
Pine Valley Investments
New Jersey
$350K -$7.63K -59 -2%
JSW
842
Journey Strategic Wealth
New Jersey
$350K +$21.6K +167 +7%
CWM
843
Connecticut Wealth Management
Connecticut
$349K – – –
G
844
Gainplan
Michigan
$347K – – –
GWS
845
Glassman Wealth Services
Virginia
$347K – – –
AFTS
846
American Financial & Tax Strategies
New York
$345K +$24.2K +187 +8%
CFIA
847
Cantor Fitzgerald Investment Advisors
New York
$344K +$329K +2,548 New
TPA
848
Trivium Point Advisory
Connecticut
$343K +$39.2K +303 +14%
RWB
849
RMR Wealth Builders
New Jersey
$343K +$646 +5 +0.2%
CSIC
850
Clifford Swan Investment Counsel
California
$342K – – –
32 33
34
35 36