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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
951
Global Wealth Management Investment Advisory
Florida
$281K +$274K +1,975 New
DWM
952
Denver Wealth Management
Colorado
$280K -$10.4K -75 -4%
FFM
953
Forum Financial Management
Illinois
$279K – – –
SWM
954
Sterling Wealth Management
Illinois
$279K – – –
CCA
955
Cobblestone Capital Advisors
New York
$278K -$25.2K -182 -9%
PIA
956
Perennial Investment Advisors
California
$278K -$6.23K -45 -2%
WP
957
Westmount Partners
California
$276K -$49.4K -357 -16%
SM
958
Sensible Money
Arizona
$276K -$13.3K -96 -5%
AWG
959
Altus Wealth Group
Colorado
$275K – – –
CICC
960
Capital Investment Counsel (Colorado)
Colorado
$275K -$20.8K -150 -7%
PVI
961
Pine Valley Investments
New Jersey
$274K +$2.08K +15 +0.8%
LA
962
Legacy Advisors
Pennsylvania
$273K +$266K +1,924 New
SFP
963
Sterling Financial Planning
New Jersey
$273K – – –
WCP
964
Wealthcare Capital Partners
Pennsylvania
$271K +$2.35K +17 +0.9%
SNBOSCI
965
Security National Bank of Sioux City Iowa
Iowa
$271K -$36K -260 -12%
CG
966
CFO4Life Group
Texas
$270K – – –
DCM
967
Dudley Capital Management
Virginia
$270K – – –
GD
968
Grandfield & Dodd
New York
$270K – – –
VC
969
Vicus Capital
Pennsylvania
$268K -$1.39K -10 -0.5%
AGWCA
970
Annis Gardner Whiting Capital Advisors
Florida
$266K +$554 +4 +0.2%
DAS
971
Dynamic Advisor Solutions
Arizona
$266K -$52.6K -380 -17%
OW
972
Olistico Wealth
Oklahoma
$265K -$6.23K -45 -2%
GWP
973
Gateway Wealth Partners
Wisconsin
$264K – – –
SPC
974
Spirepoint Private Client
Florida
$263K – – –
BA
975
Bristlecone Advisors
Washington
$262K +$4.71K +34 +2%
37 38
39
40 41