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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
901
Family Management
New York
$13K +$13.1K +131 New
RFA
902
Reilly Financial Advisors
California
$12K – – –
HFM
903
Hartford Financial Management
Connecticut
$11K – – –
MFT
904
Moisand Fitzgerald Tamayo
Florida
$10K -$11.9K -119 -56%
DAM
905
Delta Asset Management
Tennessee
$10K – – –
PWMG
906
Prestige Wealth Management Group
New Jersey
$10K – – –
AWMS
907
Advocacy Wealth Management Services
Georgia
$10K +$9.37K +94 New
TF
908
TLWM Financial
Texas
$10K +$9.97K +100 New
QCG
909
Quadrant Capital Group
Ohio
$9K +$8.97K +90 New
LTI
910
Laffer Tengler Investments
Tennessee
$6.01K +$5.88K +59 New
KWA
911
KCS Wealth Advisory
California
$5.1K +$4.99K +50 New
GFPC
912
Global Financial Private Capital
Florida
$5K -$1.9K -19 -29%
LGWM
913
Litman Gregory Wealth Management
California
$5K – – –
PFSC
914
Peoples Financial Services Corp
Pennsylvania
$5K – – –
CI
915
CX Institutional
Indiana
$4K -$3.19K -32 -46%
SFA
916
Stewardship Financial Advisors
Georgia
$4K – – –
SFA
917
Semmax Financial Advisors
North Carolina
$3K -$399 -4 -12%
AIM
918
Astor Investment Management
Illinois
$3K – – –
KTC
919
Kistler-Tiffany Companies
Pennsylvania
$2K -$5.98K -60 -76%
BHWM
920
Bay Harbor Wealth Management
Maryland
$1K – – –
SWP
921
Strategic Wealth Partners
Ohio
$892 -$20.8K -209 -2%
VF
922
Virtu Financial
New York
– -$3.66M -36,765 Closed
RCAG
923
Rehmann Capital Advisory Group
Michigan
– -$1.24M -12,504 Closed
FTS
924
Fifth Third Securities
Ohio
– -$1.14M -11,426 Closed
HCM
925
Hollencrest Capital Management
California
– -$1.08M -10,886 Closed
35 36
37
38 39