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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
976
HeadInvest LLC
Maine
$253K – – –
ACIM
977
Azimuth Capital Investment Management
Michigan
$252K +$25.3K +196 +12%
AGWCA
978
Annis Gardner Whiting Capital Advisors
Florida
$250K +$776 +6 +0.3%
ACM
979
Advisors Capital Management
New Jersey
$250K +$10.9K +84 +5%
SIAM
980
Sterling Investment Advisors (Missouri)
Missouri
$250K +$1.29K +10 +0.5%
RIL
981
Rothschild Investment LLC
Illinois
$249K – – –
MCWS
982
McKinley Carter Wealth Services
West Virginia
$248K +$237K +1,835 New
AFA
983
American Financial Advisors
Georgia
$247K +$259 +2 +0.1%
FFM
984
Forum Financial Management
Illinois
$247K +$237K +1,831 New
FC
985
Forte Capital
New York
$246K +$235K +1,820 New
DJSG
986
D.J. St. Germain
Massachusetts
$245K -$18.9K -146 -7%
PFBT
987
Parkside Financial Bank & Trust
Missouri
$245K -$22.4K -173 -9%
PIA
988
Perennial Investment Advisors
California
$243K +$233K +1,802 New
FPW
989
Flagship Private Wealth
Massachusetts
$242K +$2.2K +17 +1%
LFA
990
Lauterbach Financial Advisors
Texas
$242K – – –
SM
991
Sensible Money
Arizona
$241K +$231K +1,787 New
AG
992
Ascent Group
Virginia
$241K -$25.1K -194 -10%
CCA
993
Cobblestone Capital Advisors
New York
$240K -$67.9K -525 -23%
NG
994
Norden Group
Utah
$239K +$229K +1,773 New
DTC
995
Davidson Trust Company
Washington
$239K +$229K +1,769 New
GPW
996
Gray Private Wealth
Massachusetts
$239K – – –
GWP
997
Gateway Wealth Partners
Wisconsin
$239K -$22.4K -173 -9%
CCM
998
Carderock Capital Management
Maryland
$239K – – –
UB
999
Umpqua Bank
Oregon
$236K – – –
TTWM
1000
TCV Trust & Wealth Management
Virginia
$236K -$905 -7 -0.4%
38 39
40
41 42