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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1151
Confluence Wealth Services
Pennsylvania
$210K +$1.41K +10 +0.7%
LWM
1152
LJI Wealth Management
Indiana
$209K – – –
SWM
1153
Segment Wealth Management
Texas
$209K – – –
PFWA
1154
Paces Ferry Wealth Advisors
Georgia
$208K +$209K +1,477 New
AT
1155
American Trust
Kentucky
$206K -$87.2K -617 -30%
SWRP
1156
Summit Wealth & Retirement Planning
California
$206K – – –
HCA
1157
Harbour Capital Advisors
Virginia
$206K – – –
RCA
1158
Riverview Capital Advisers
Massachusetts
$205K – – –
SRC
1159
Sage Rhino Capital
California
$205K – – –
BAG
1160
Bridgewealth Advisory Group
California
$205K – – –
AFC
1161
AFT Forsyth & Company
Florida
$204K +$989 +7 +0.5%
FFA
1162
Founders Financial Alliance
North Carolina
$204K -$101K -715 -33%
FMN
1163
Financial Management Network
California
$204K – – –
SL
1164
Salomon & Ludwin
Virginia
$204K -$565 -4 -0.3%
AA
1165
AJ Advisors
Tennessee
$203K +$2.26K +16 +1%
BFG
1166
Berger Financial Group
Minnesota
$202K -$5.08K -36 -2%
DF
1167
Dunhill Financial
United Kingdom
$202K -$38.4K -272 -16%
COCM
1168
Charter Oak Capital Management
New Hampshire
$201K – – –
UF
1169
Univest Financial
Pennsylvania
$200K – – –
PFBT
1170
Parkside Financial Bank & Trust
Missouri
$199K -$30.5K -216 -13%
RIL
1171
Rothschild Investment LLC
Illinois
$196K -$63.6K -450 -24%
SFAM
1172
Sawyer Falduto Asset Management
Illinois
$192K +$192K +1,360 New
CWP
1173
Concord Wealth Partners
Virginia
$189K +$2.12K +15 +1%
AIA
1174
Armor Investment Advisors
North Carolina
$182K -$10.7K -76 -6%
BTD
1175
BankPlus Trust Department
Mississippi
$181K -$15.3K -108 -8%
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47
48 49