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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
901
Clarus Group
Texas
$309K – – –
CBA
902
Coastal Bridge Advisors
Connecticut
$308K – – –
GS
903
GWN Securities
Florida
$308K -$357K -2,759 -54%
IF
904
IRON Financial
Illinois
$308K +$1.94K +15 +0.7%
AFS
905
Access Financial Services
Minnesota
$308K – – –
WP
906
Westmount Partners
California
$305K -$8.03K -62 -3%
CWM
907
ClientFirst Wealth Management
Arkansas
$303K – – –
RA
908
RFG Advisory
Alabama
$303K -$24.3K -188 -8%
AF
909
Affiance Financial
Minnesota
$302K – – –
OCM
910
One Capital Management
California
$301K – – –
AIA
911
Arbor Investment Advisors
North Carolina
$301K -$5.96K -46 -2%
CNBOF
912
City National Bank of Florida
Florida
$301K -$42.7K -330 -13%
HWA
913
Heritage Wealth Advisors
Virginia
$300K – – –
PMFA
914
Plante Moran Financial Advisors
Michigan
$300K +$17.9K +138 +7%
PCWA
915
Pacific Capital Wealth Advisors
California
$299K – – –
HH
916
HWG Holdings
Texas
$299K – – –
DAS
917
Dynamic Advisor Solutions
Arizona
$299K -$22.3K -172 -7%
GAG
918
GM Advisory Group
New York
$298K +$1.68K +13 +0.6%
CWM
919
Castle Wealth Management
Florida
$298K +$12.9K +100 +5%
CAC
920
Certified Advisory Corp
Florida
$297K – – –
S
921
SignatureFD
Georgia
$297K +$58.9K +455 +26%
CIAS
922
Capital Investment Advisory Services
North Carolina
$294K -$3.11K -24 -1%
VIA
923
Victrix Investment Advisors
Florida
$294K +$24.6K +190 +9%
AIFAIM
924
American Institute for Advanced Investment Management
Arizona
$290K – – –
JC
925
JB Capital
Connecticut
$290K +$282K +2,180 New
35 36
37
38 39