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iShares Select Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
1051
Sard Wealth Management Group
Georgia
$224K +$670 +5 +0.3%
IIL
1052
Insight Inv LLC
California
$223K – – –
CCT
1053
Capital City Trust
Florida
$222K -$76.4K -570 -26%
RFO
1054
RiverGlades Family Offices
Florida
$222K – – –
PPW
1055
Pasadena Private Wealth
California
$222K +$670 +5 +0.3%
SHGA
1056
Sand Hill Global Advisors
California
$221K – – –
FC
1057
Forte Capital
New York
$221K -$23.5K -175 -10%
CPP
1058
Capasso Planning Partners
South Carolina
$221K +$1.74K +13 +0.8%
MCM
1059
Morton Capital Management
California
$220K – – –
PFM
1060
Phillips Financial Management
Indiana
$219K – – –
FMC
1061
First Merchants Corp
Indiana
$219K – – –
AWAG
1062
ARS Wealth Advisors Group
Florida
$219K -$6.7K -50 -3%
UIM
1063
Unified Investment Management
Georgia
$218K -$14.5K -108 -6%
PCA
1064
Purkiss Capital Advisors
Connecticut
$217K +$217K +1,618 New
GSIAS
1065
Garden State Investment Advisory Services
New Jersey
$217K +$216K +1,610 New
PWM
1066
Paulson Wealth Management
Illinois
$216K -$234K -1,747 -52%
HWM
1067
Howard Wealth Management
Connecticut
$216K +$134 +1 +0.1%
WAS
1068
Wealth Advisory Solutions
Indiana
$215K -$3.35K -25 -2%
PIA
1069
Perennial Investment Advisors
California
$215K -$175K -1,306 -45%
OFO
1070
OneAscent Family Office
Alabama
$215K – – –
FCM
1071
Firestone Capital Management
Florida
$215K – – –
CCM
1072
Carderock Capital Management
Maryland
$215K -$22.3K -166 -9%
WIC
1073
Wilkins Investment Counsel
Massachusetts
$215K -$3.35K -25 -2%
AWA
1074
ARQ Wealth Advisors
Arizona
$215K – – –
Citadel Advisors
1075
Citadel Advisors
Florida
$215K -$1.09M -8,161 -84%