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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1001
Sepio Capital
Utah
$279K – – –
GKWIM
1002
Gerber Kawasaki Wealth & Investment Management
California
$278K -$71.2K -504 -20%
FFM
1003
Forum Financial Management
Illinois
$277K – – –
SWM
1004
Sterling Wealth Management
Illinois
$277K – – –
BAM
1005
Bosun Asset Management
Illinois
$277K -$5.65K -40 -2%
PIA
1006
Perennial Investment Advisors
California
$276K +$283 +2 +0.1%
GS
1007
GWN Securities
Florida
$276K +$35.6K +252 +15%
GWMIA
1008
Global Wealth Management Investment Advisory
Florida
$275K -$3.53K -25 -1%
PVI
1009
Pine Valley Investments
New Jersey
$275K +$2.97K +21 +1%
CNBOF
1010
City National Bank of Florida
Florida
$274K -$45.1K -319 -14%
ACM
1011
Advisors Capital Management
New Jersey
$274K -$146K -1,033 -35%
AWG
1012
Altus Wealth Group
Colorado
$273K -$706 -5 -0.3%
WCP
1013
Wealthcare Capital Partners
Pennsylvania
$272K +$2.97K +21 +1%
LA
1014
Legacy Advisors
Pennsylvania
$272K – – –
SFP
1015
Sterling Financial Planning
New Jersey
$271K – – –
BFP
1016
Birchwood Financial Partners
Minnesota
$269K +$270K +1,908 New
CICC
1017
Capital Investment Counsel (Colorado)
Colorado
$269K -$3.96K -28 -1%
SNBOSCI
1018
Security National Bank of Sioux City Iowa
Iowa
$269K – – –
GAM
1019
Grandview Asset Management
Pennsylvania
$269K -$42.2K -299 -14%
CG
1020
CFO4Life Group
Texas
$268K – – –
DCM
1021
Dudley Capital Management
Virginia
$268K – – –
VC
1022
Vicus Capital
Pennsylvania
$268K +$1.55K +11 +0.6%
GD
1023
Grandfield & Dodd
New York
$268K – – –
MMPW
1024
Mitchell McLeod Pugh & Williams
Alabama
$268K – – –
OW
1025
Olistico Wealth
Oklahoma
$265K +$2.12K +15 +0.8%
39 40
41
42 43