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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1401
Simplicity Wealth
New Jersey
– -$491K -3,454 Closed
NFA
1402
Northwest Financial Advisors
Virginia
– -$385K -2,706 Closed
NC
1403
NewSquare Capital
Pennsylvania
– -$377K -2,650 Closed
FG
1404
Foster Group
Iowa
– -$291K -2,050 Closed
KPWG
1405
KFA Private Wealth Group
Virginia
– -$282K -1,988 Closed
SM
1406
Sensible Money
Arizona
– -$276K -1,944 Closed
WP
1407
Westmount Partners
California
– -$276K -1,941 Closed
VT
1408
Vise Technologies
New York
– -$242K -1,702 Closed
CW
1409
Channel Wealth
California
– -$241K -1,693 Closed
PPW
1410
Pasadena Private Wealth
California
– -$236K -1,660 Closed
ATS
1411
Ashton Thomas Securities
New York
– -$227K -1,600 Closed
OFO
1412
OneAscent Family Office
Alabama
– -$227K -1,600 Closed
SC
1413
Scratch Capital
Idaho
– -$222K -1,565 Closed
RA
1414
Rise Advisors
New York
– -$219K -1,544 Closed
CFSG
1415
Community Financial Services Group
Vermont
– -$215K -1,511 Closed
FA
1416
Fiduciary Alliance
South Carolina
– -$214K -1,504 Closed
CFO
1417
Collective Family Office
Pennsylvania
– -$208K -1,463 Closed
PWM
1418
Partners Wealth Management
California
– -$208K -1,460 Closed
OWA
1419
Octavia Wealth Advisors
Ohio
– -$205K -1,445 Closed
RB
1420
Renasant Bank
Mississippi
– -$205K -1,440 Closed
TIM
1421
Tortoise Investment Management
New York
– -$183K -1,285 Closed
NC
1422
North Capital
Utah
– -$180K -1,264 Closed
CWM
1423
Crowley Wealth Management
Delaware
– -$163K -1,145 Closed
FCAS
1424
First Command Advisory Services
Texas
– -$144K -1,015 Closed
FLP
1425
Financial Life Planners
Arizona
– -$124K -870 Closed
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