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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1026
Rise Advisors
New York
$225K -$10.6K -82 -5%
UAS
1027
United Asset Strategies
New York
$225K – – –
IFA
1028
Interactive Financial Advisors
Illinois
$224K -$30.5K -236 -12%
SWMG
1029
Sard Wealth Management Group
Georgia
$224K -$22.5K -174 -9%
RFO
1030
RiverGlades Family Offices
Florida
$223K +$213K +1,650 New
CAS
1031
Coppell Advisory Solutions
Texas
$223K -$140K -1,079 -39%
SHGA
1032
Sand Hill Global Advisors
California
$222K +$213K +1,647 New
PPW
1033
Pasadena Private Wealth
California
$221K +$212K +1,640 New
MCM
1034
Morton Capital Management
California
$221K +$212K +1,638 New
COCM
1035
Charter Oak Capital Management
New Hampshire
$221K +$211K +1,634 New
FMC
1036
First Merchants Corp
Indiana
$220K +$211K +1,632 New
FA
1037
Fiduciary Alliance
South Carolina
$220K +$210K +1,627 New
LWM
1038
LJI Wealth Management
Indiana
$220K -$14.2K -110 -6%
D
1039
Dentgroup
Louisiana
$219K -$5.95K -46 -3%
GWMIA
1040
Global Wealth Management Investment Advisory
Florida
$219K +$210K +1,623 New
FDDB
1041
Fidelity D&D Bancorp
Pennsylvania
$219K +$209K +1,619 New
CPP
1042
Capasso Planning Partners
South Carolina
$218K -$15.4K -119 -7%
WFAG
1043
Worth Financial Advisory Group
North Carolina
$217K +$208K +1,609 New
HWM
1044
Howard Wealth Management
Connecticut
$216K +$207K +1,602 New
FCM
1045
Firestone Capital Management
Florida
$216K +$207K +1,601 New
WAS
1046
Wealth Advisory Solutions
Indiana
$215K -$45.3K -350 -18%
AWA
1047
Adapt Wealth Advisors
Georgia
$215K +$206K +1,590 New
AWA
1048
ARQ Wealth Advisors
Arizona
$215K +$207K +1,600 New
FA
1049
Fermata Advisors
California
$214K -$34.6K -268 -14%
CICI
1050
Capital Investment Counsel Inc
North Carolina
$213K -$29.1K -225 -12%
40 41
42
43 44