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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1101
Adapt Wealth Advisors
Georgia
$209K – – –
PMG
1102
Private Management Group
California
$207K – – –
PFWA
1103
Paces Ferry Wealth Advisors
Georgia
$206K – – –
TCM
1104
TABR Capital Management
California
$206K +$214K +1,568 New
VHAM
1105
Van Hulzen Asset Management
California
$206K -$47.7K -350 -18%
BIM
1106
Breakwater Investment Management
Washington
$205K -$71.4K -524 -25%
PW
1107
Potentia Wealth
California
$204K +$212K +1,557 New
HA
1108
HC Advisors
Georgia
$203K +$211K +1,547 New
KA
1109
Kovack Advisors
Florida
$203K +$211K +1,547 New
FFA
1110
Founders Financial Alliance
North Carolina
$203K -$169K -1,240 -44%
SFA
1111
Seneca Financial Advisors
New York
$203K +$1.36K +10 +0.7%
KOMWMG
1112
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$203K +$2.18K +16 +1%
TIM
1113
Tortoise Investment Management
New York
$202K +$34.7K +255 +20%
CAS
1114
Coppell Advisory Solutions
Texas
$202K -$15K -110 -7%
CCA
1115
Cypress Capital Advisors
Tennessee
$202K +$209K +1,537 New
SPI
1116
Santori & Peters Inc
Pennsylvania
$202K +$2.04K +15 +1%
NB
1117
NBT Bank
New York
$201K -$24.5K -180 -11%
TM
1118
TigerOak Management
New Mexico
$201K +$209K +1,531 New
HFRG
1119
Houlihan Financial Resource Group
Virginia
$200K +$208K +1,524 New
HWP
1120
Highline Wealth Partners
California
$198K – – –
TWM
1121
Topsail Wealth Management
North Carolina
$197K +$204K +1,500 New
RCA
1122
Runnymede Capital Advisors
Ohio
$190K +$197K +1,445 New
EW
1123
Element Wealth
Mississippi
$188K – – –
NL
1124
NVWM LLC
Pennsylvania
$185K -$11.4K -84 -6%
CICI
1125
Capital Investment Counsel Inc
North Carolina
$185K -$23.2K -170 -11%
43 44
45
46 47