We are live on ! Find out more
DVY icon

iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
WFPG
1051
Waller Financial Planning Group
Ohio
$247K +$247K +1,750 New
GSWM
1052
Golden State Wealth Management
California
$246K +$31.8K +225 +15%
AF
1053
AtlasMark Financial
Texas
$246K – – –
CIG
1054
Cairn Investment Group
Washington
$246K – – –
AFG
1055
Allegheny Financial Group
Pennsylvania
$245K +$848 +6 +0.3%
GPW
1056
Gray Private Wealth
Massachusetts
$244K – – –
CPWL
1057
Coquina Private Wealth LLC
Florida
$243K +$243K +1,720 New
CA
1058
Chatterton & Associates
California
$243K +$243K +1,719 New
HWP
1059
Highline Wealth Partners
California
$241K -$5.08K -36 -2%
DDC
1060
DF Dent & Co
Maryland
$241K – – –
SWP
1061
Semus Wealth Partners
Florida
$240K +$2.26K +16 +1%
HPBT
1062
Hickory Point Bank & Trust
Illinois
$240K – – –
PFG
1063
Prosperity Financial Group
California
$240K +$7.06K +50 +3%
HPM
1064
Hoxton Planning & Management
West Virginia
$239K – – –
BPWM
1065
BCS Private Wealth Management
New Jersey
$239K – – –
PSB
1066
Piscataqua Savings Bank
New Hampshire
$239K – – –
SWMG
1067
Sard Wealth Management Group
Georgia
$238K +$848 +6 +0.4%
YIH
1068
Y-Intercept (HK)
Hong Kong
$237K +$238K +1,682 New
UPS
1069
UHLMANN PRICE SECURITIES
Illinois
$237K – – –
GSIAS
1070
Garden State Investment Advisory Services
New Jersey
$237K +$1.98K +14 +0.8%
AWA
1071
Adapt Wealth Advisors
Georgia
$237K +$12.6K +89 +6%
FF
1072
Francis Financial
$236K – – –
MC
1073
Middleton & Co
Massachusetts
$236K – – –
TTWM
1074
TCV Trust & Wealth Management
Virginia
$236K -$2.83K -20 -1%
KW
1075
KWB Wealth
California
$236K +$236K +1,670 New
41 42
43
44 45