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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
951
Melfa Wealth Management
Massachusetts
$281K +$6.92K +50 +3%
GWMIA
952
Global Wealth Management Investment Advisory
Florida
$281K +$274K +1,975 New
DWM
953
Denver Wealth Management
Colorado
$280K -$10.4K -75 -4%
FFM
954
Forum Financial Management
Illinois
$279K – – –
SWM
955
Sterling Wealth Management
Illinois
$279K – – –
CCA
956
Cobblestone Capital Advisors
New York
$278K -$25.2K -182 -9%
PIA
957
Perennial Investment Advisors
California
$278K -$6.23K -45 -2%
WP
958
Westmount Partners
California
$276K -$49.4K -357 -16%
SM
959
Sensible Money
Arizona
$276K -$13.3K -96 -5%
AWG
960
Altus Wealth Group
Colorado
$275K – – –
CICC
961
Capital Investment Counsel (Colorado)
Colorado
$275K -$20.8K -150 -7%
PVI
962
Pine Valley Investments
New Jersey
$274K +$2.08K +15 +0.8%
LA
963
Legacy Advisors
Pennsylvania
$273K +$266K +1,924 New
SFP
964
Sterling Financial Planning
New Jersey
$273K – – –
WCP
965
Wealthcare Capital Partners
Pennsylvania
$271K +$2.35K +17 +0.9%
SNBOSCI
966
Security National Bank of Sioux City Iowa
Iowa
$271K -$36K -260 -12%
CG
967
CFO4Life Group
Texas
$270K – – –
DCM
968
Dudley Capital Management
Virginia
$270K – – –
GD
969
Grandfield & Dodd
New York
$270K – – –
VC
970
Vicus Capital
Pennsylvania
$268K -$1.39K -10 -0.5%
AGWCA
971
Annis Gardner Whiting Capital Advisors
Florida
$266K +$554 +4 +0.2%
DAS
972
Dynamic Advisor Solutions
Arizona
$266K -$52.6K -380 -17%
OW
973
Olistico Wealth
Oklahoma
$265K -$6.23K -45 -2%
GWP
974
Gateway Wealth Partners
Wisconsin
$264K – – –
SPC
975
Spirepoint Private Client
Florida
$263K – – –
37 38
39
40 41