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iShares Select Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
951
Measured Wealth Private Client Group
New Hampshire
$215K – – –
SWM
952
Selective Wealth Management
Virginia
$215K – – –
PG
953
Patten Group
Tennessee
$215K +$238K +1,983 New
BAM
954
Bosun Asset Management
Illinois
$214K – – –
RWA
955
Redmont Wealth Advisors
Illinois
$214K – – –
BFA
956
Benedict Financial Advisors
Georgia
$213K +$1.44K +12 +0.6%
NGA
957
Naples Global Advisors
Florida
$212K – – –
SC
958
Sepio Capital
Utah
$212K – – –
NAG
959
Northstar Advisory Group
New Jersey
$212K +$240 +2 +0.1%
MCC
960
Money Concepts Capital
Florida
$212K +$111K +928 +89%
NLP
961
Next Level Private
New York
$212K +$225K +1,880 New
CS
962
Comerica Securities
Michigan
$210K -$962K -8,028 -80%
WE
963
Wealth Effects
Massachusetts
$210K -$36K -300 -13%
9WM
964
9258 Wealth Management
Ohio
$210K – – –
CT
965
Colonial Trust
South Carolina
$210K +$235K +1,963 New
TT
966
TI-Trust
Illinois
$209K -$12.1K -101 -5%
SC
967
Savant Capital
Illinois
$206K +$230K +1,919 New
W
968
WealthOne
New York
$205K -$12.2K -102 -5%
SG
969
StoneX Group
New York
$204K +$3.12K +26 +1%
Wealth Enhancement Advisory Services
970
Wealth Enhancement Advisory Services
Minnesota
$202K – – –
SCA
971
Stillwater Capital Advisors
Pennsylvania
$202K +$226K +1,886 New
B
972
Brightworth
Georgia
$201K – – –
SWM
973
Segment Wealth Management
Texas
$201K – – –
AIM
974
Anchor Investment Management
South Carolina
$196K – – –
CA
975
Crewe Advisors
Utah
$194K +$59.9K +500 +38%