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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
226
Squar Milner Financial Services
California
$463K +$434K +24,800 New
WP
227
WealthSource Partners
California
$462K -$46.9K -2,680 -9%
PIA
228
Peachtree Investment Advisors
Georgia
$460K -$427K -24,420 -49%
BF
229
BOK Financial
Oklahoma
$450K – – –
DC
230
Derby & Company
Massachusetts
$449K +$436K +24,900 New
VHAM
231
Van Hulzen Asset Management
California
$448K -$13.6K -780 -3%
CPIA
232
Cornell Pochily Investment Advisors
New York
$446K +$434K +24,780 New
JWA
233
JFS Wealth Advisors
Pennsylvania
$443K – – –
RW
234
Rand Wealth
Maryland
$441K +$7.35K +420 +2%
PG
235
Patten Group
Tennessee
$420K -$875 -50 -0.2%
PWAP
236
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$416K +$26.2K +1,500 +7%
WA
237
WealthTrust-Arizona
Arizona
$403K -$19.7K -1,125 -5%
CA
238
Clearstead Advisors
Ohio
$401K +$2.97K +170 +0.8%
AIA
239
Allegis Investment Advisors
Idaho
$398K -$637K -36,400 -62%
SSWM
240
Smith Salley Wealth Management
North Carolina
$393K – – –
HCIA
241
Hochman Cole Investment Advisors
Illinois
$385K -$32.5K -1,860 -8%
MAM
242
Marquette Asset Management
Minnesota
$371K – – –
FWM
243
Frontier Wealth Management
Missouri
$368K +$47.1K +2,690 +15%
CCM
244
Coe Capital Management
Illinois
$366K – – –
MSA
245
Marino Stram & Associates
Massachusetts
$362K +$352K +20,105 New
MM
246
Meridian Management
Arkansas
$361K – – –
PFS
247
Prospera Financial Services
Texas
$358K +$18.5K +1,055 +6%
PWS
248
Paragon Wealth Strategies
Florida
$354K +$175 +10 +0.1%
SG
249
StoneX Group
New York
$354K +$7.61K +435 +2%
CAM
250
Concorde Asset Management
Michigan
$353K +$342K +19,530 New
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