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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWA
901
Henrickson Nauta Wealth Advisors
Michigan
$291K – – –
MRCM
902
M&R Capital Management
New Jersey
$291K -$43.1K -356 -13%
AWM
903
AllSquare Wealth Management
New York
$290K – – –
CCA
904
Cobblestone Capital Advisors
New York
$289K – – –
SIG
905
Sargent Investment Group
Maryland
$289K – – –
SIA
906
Schechter Investment Advisors
Michigan
$289K +$298K +2,464 New
PCFFS
907
Pacific Center for Financial Services
California
$288K +$298K +2,462 New
RPWA
908
Regent Peak Wealth Advisors
Georgia
$287K -$250K -2,065 -46%
MIM
909
Moseley Investment Management
Florida
$286K – – –
IFWM
910
Institute for Wealth Management
Colorado
$285K +$20K +165 +7%
KC
911
Kingfisher Capital
North Carolina
$285K +$1.81K +15 +0.6%
NB
912
Northwest Bancshares
Pennsylvania
$284K – – –
PFM
913
Parsec Financial Management
North Carolina
$284K – – –
GWS
914
Glassman Wealth Services
Virginia
$283K – – –
UBV
915
United Bank (Virginia)
Virginia
$281K – – –
ACM
916
Ategra Capital Management
Virginia
$281K +$11.9K +98 +4%
CWM
917
Chicago Wealth Management
Illinois
$280K -$12.3K -102 -4%
FFA
918
Founders Financial Alliance
North Carolina
$280K +$2.18K +18 +0.8%
CG
919
Cutler Group
California
$280K +$290K +2,396 New
CWM
920
C2C Wealth Management
Arizona
$279K – – –
BP
921
BBR Partners
New York
$277K +$19.8K +164 +7%
HBT
922
Hills Bank & Trust
Iowa
$273K – – –
CG
923
Clarus Group
Texas
$273K – – –
BTWM
924
Baker Tilly Wealth Management
Wisconsin
$273K – – –
AR
925
Advisory Research
Illinois
$272K -$4.14M -34,230 -94%
35 36
37
38 39