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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
AllSquare Wealth Management
New York
$271K – – –
CWM
902
C2C Wealth Management
Arizona
$270K – – –
BBA
903
BLB&B Advisors
Pennsylvania
$267K +$63.2K +555 +31%
CA
904
Claro Advisors
Massachusetts
$267K -$153K -1,346 -36%
DCM
905
Donaldson Capital Management
Indiana
$265K +$7.86K +69 +3%
ZIM
906
Zacks Investment Management
Illinois
$265K +$267K +2,342 New
SAM
907
Silverhawk Asset Management
Arizona
$265K +$44.7K +392 +20%
CG
908
Clarus Group
Texas
$264K – – –
BTWM
909
Baker Tilly Wealth Management
Wisconsin
$264K – – –
CWM
910
ClientFirst Wealth Management
Arkansas
$263K – – –
ACM
911
Allred Capital Management
Texas
$259K +$456 +4 +0.2%
DWMG
912
DB Wealth Management Group
California
$257K – – –
MAWA
913
Moss Adams Wealth Advisors
Washington
$256K – – –
CWP
914
CFM Wealth Partners
Texas
$255K +$256K +2,250 New
MA
915
Montag & Associates
Georgia
$255K -$268K -2,354 -51%
IF
916
IRON Financial
Illinois
$253K – – –
IFWM
917
Institute for Wealth Management
Colorado
$253K -$22.3K -196 -8%
HBT
918
Hills Bank & Trust
Iowa
$253K -$11.6K -102 -4%
GA
919
GFS Advisors
Texas
$252K – – –
TLFA
920
True Link Financial Advisors
California
$252K -$9.11K -80 -3%
GA
921
Greenspring Advisors
Maryland
$252K -$193K -1,694 -43%
FP
922
Fiduciary Planning
Florida
$251K +$114 +1 +0%
FFA
923
Founders Financial Alliance
North Carolina
$251K -$20.4K -179 -7%
SG
924
StoneX Group
New York
$250K +$36.6K +321 +17%
FWTB
925
First Western Trust Bank
Colorado
$250K -$696K -6,109 -73%
35 36
37
38 39