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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
826
WFA of San Diego
California
$432K -$14.1K -100 -3%
LFG
827
Larson Financial Group
Missouri
$432K +$235K +1,667 +120%
TWM
828
Thrive Wealth Management
Pennsylvania
$431K +$848 +6 +0.2%
AFO
829
Arrowroot Family Office
California
$430K +$14.7K +104 +4%
PWA
830
Primoris Wealth Advisors
Florida
$427K – – –
CWM
831
Capstone Wealth Management
Montana
$426K +$425K +3,010 New
MAWA
832
Moss Adams Wealth Advisors
Washington
$425K – – –
RMDI
833
R.M. Davis Inc
Maine
$425K +$425K +3,008 New
SW
834
SlateStone Wealth
Florida
$424K +$1.27K +9 +0.3%
TA
835
TrueWealth Advisors
Alabama
$423K – – –
NAMP
836
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$418K – – –
WPC
837
Waters Parkerson & Co
Louisiana
$418K – – –
BWG
838
Balanced Wealth Group
Ohio
$415K +$3.53K +25 +0.9%
OC
839
Opal Capital
Florida
$414K +$385K +2,729 New
ESB
840
Essex Savings Bank
Connecticut
$413K – – –
FA
841
FC Advisory
Pennsylvania
$412K +$2.83K +20 +0.7%
PWM
842
PMG Wealth Management
Illinois
$410K +$28.3K +200 +7%
SCA
843
Sage Capital Advisors
South Dakota
$410K -$989 -7 -0.2%
PAG
844
Powers Advisory Group
Illinois
$409K +$410K +2,901 New
RT
845
Rockland Trust
Massachusetts
$407K +$49.4K +350 +14%
TWM
846
Tortuga Wealth Management
California
$406K +$406K +2,877 New
BMCM
847
Bryn Mawr Capital Management
Pennsylvania
$406K +$147K +1,043 +57%
FFIC
848
First Fiduciary Investment Counsel
Ohio
$405K – – –
SFS
849
Stiles Financial Services
Minnesota
$405K +$2.83K +20 +0.7%
PCM
850
Parsons Capital Management
Rhode Island
$405K -$24.7K -175 -6%
32 33
34
35 36