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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
276
Salem Investment Counselors
North Carolina
$74K +$73.9K +4,435 New
YWP
277
YorkBridge Wealth Partners
New York
$73K -$2.42K -145 -3%
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$72.1K – – –
KPCM
279
Kings Point Capital Management
New York
$71K – – –
MRCM
280
M&R Capital Management
New Jersey
$58K +$58.4K +3,500 New
OAM
281
Oppenheimer Asset Management
New York
$55K +$54.9K +3,290 New
RPG
282
Risk Paradigm Group
Texas
$48.2K – – –
FWM
283
Focused Wealth Management
New York
$48K – – –
BBHC
284
Brown Brothers Harriman & Co
New York
$43K +$42.6K +2,555 New
JCM
285
Jacobi Capital Management
Pennsylvania
$39K – – –
TFA
286
Transamerica Financial Advisors
Florida
$34K -$31.5K -1,890 -48%
RCA
287
Rowland Carmichael Advisors
Arizona
$33K – – –
AIM
288
Anchor Investment Management
South Carolina
$30.3K +$8.34K +500 +38%
BKA
289
Brick & Kyle Associates
Pennsylvania
$28K – – –
AIM
290
Advantage Investment Management
Iowa
$25K – – –
ST
291
Sageworth Trust
Pennsylvania
$25K +$25.3K +1,520 New
WIM
292
Westside Investment Management
California
$21.4K +$21.3K +1,280 New
IF
293
Ironwood Financial
Arizona
$21K – – –
RBC
294
Roble Belko & Company
Pennsylvania
$20K – – –
BFEC
295
Benjamin F. Edwards & Company
Missouri
$19K – – –
NC
296
NewSquare Capital
Pennsylvania
$18K -$1.43M -85,940 -99%
FPFS
297
First Personal Financial Services
North Carolina
$17K – – –
GEA
298
Glen Eagle Advisors
New Jersey
$16.8K – – –
M
299
MOTCO
Texas
$15K – – –
GAM
300
Gemmer Asset Management
California
$13K -$1.25K -75 -9%
10 11
12
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