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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
826
Northstar Group
New York
$434K +$9.46K +67 +2%
WOSD
827
WFA of San Diego
California
$432K -$14.1K -100 -3%
LFG
828
Larson Financial Group
Missouri
$432K +$235K +1,667 +120%
TWM
829
Thrive Wealth Management
Pennsylvania
$431K +$848 +6 +0.2%
AFO
830
Arrowroot Family Office
California
$430K +$14.7K +104 +4%
PWA
831
Primoris Wealth Advisors
Florida
$427K – – –
CWM
832
Capstone Wealth Management
Montana
$426K +$425K +3,010 New
MAWA
833
Moss Adams Wealth Advisors
Washington
$425K – – –
RMDI
834
R.M. Davis Inc
Maine
$425K +$425K +3,008 New
SW
835
SlateStone Wealth
Florida
$424K +$1.27K +9 +0.3%
TA
836
TrueWealth Advisors
Alabama
$423K – – –
NAMP
837
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$418K – – –
WPC
838
Waters Parkerson & Co
Louisiana
$418K – – –
BWG
839
Balanced Wealth Group
Ohio
$415K +$3.53K +25 +0.9%
OC
840
Opal Capital
Florida
$414K +$385K +2,729 New
ESB
841
Essex Savings Bank
Connecticut
$413K – – –
FA
842
FC Advisory
Pennsylvania
$412K +$2.83K +20 +0.7%
PWM
843
PMG Wealth Management
Illinois
$410K +$28.3K +200 +7%
SCA
844
Sage Capital Advisors
South Dakota
$410K -$989 -7 -0.2%
PAG
845
Powers Advisory Group
Illinois
$409K +$410K +2,901 New
RT
846
Rockland Trust
Massachusetts
$407K +$49.4K +350 +14%
TWM
847
Tortuga Wealth Management
California
$406K +$406K +2,877 New
BMCM
848
Bryn Mawr Capital Management
Pennsylvania
$406K +$147K +1,043 +57%
FFIC
849
First Fiduciary Investment Counsel
Ohio
$405K – – –
SFS
850
Stiles Financial Services
Minnesota
$405K +$2.83K +20 +0.7%
32 33
34
35 36