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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
951
Evergreen Capital Management
Washington
$236K +$237K +1,952 New
CWM
952
Cedar Wealth Management
California
$235K – – –
WAS
953
Wealth Advisory Solutions
Indiana
$235K +$30.3K +250 +15%
GWP
954
Gateway Wealth Partners
Wisconsin
$235K -$607 -5 -0.3%
ZIM
955
Zacks Investment Management
Illinois
$234K +$121 +1 +0.1%
CA
956
Calton & Associates
Florida
$234K -$243 -2 -0.1%
CCA
957
Cora Capital Advisors
New Jersey
$234K – – –
VNA
958
Valley National Advisers
Pennsylvania
$234K -$91.8K -756 -28%
LA
959
Legacy Advisors
Pennsylvania
$233K – – –
DCM
960
Dudley Capital Management
Virginia
$230K – – –
IFA
961
Interactive Financial Advisors
Illinois
$230K +$728 +6 +0.3%
VHAM
962
Van Hulzen Asset Management
California
$229K -$24.3K -200 -10%
LFA
963
Lauterbach Financial Advisors
Texas
$228K – – –
SEP
964
Southland Equity Partners
Missouri
$228K -$169K -1,391 -42%
AFG
965
Allegheny Financial Group
Pennsylvania
$228K +$229K +1,887 New
NLP
966
Next Level Private
New York
$228K – – –
SWM
967
Segment Wealth Management
Texas
$227K – – –
CT
968
Colonial Trust
South Carolina
$227K – – –
HL
969
HeadInvest LLC
Maine
$226K – – –
BFA
970
Benedict Financial Advisors
Georgia
$225K +$5.71K +47 +3%
FA
971
Fermata Advisors
California
$224K -$4.79M -39,460 -96%
AGWCA
972
Annis Gardner Whiting Capital Advisors
Florida
$224K -$52.2K -430 -19%
EP
973
Edgestream Partners
New Jersey
$223K +$224K +1,846 New
RIL
974
Rothschild Investment LLC
Illinois
$223K – – –
SIAM
975
Sterling Investment Advisors (Missouri)
Missouri
$223K +$850 +7 +0.4%
37 38
39
40 41