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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
301
Mark Sheptoff Financial Planning
Connecticut
$13K +$83 +5 +0.7%
RWG
302
Regal Wealth Group
California
$7K – – –
CBT
303
Central Bank & Trust
Kentucky
$5K +$4.58K +275 New
BC
304
Bartlett & Co
Ohio
$1K – – –
FTUS
305
Flow Traders U.S.
New York
– -$12.9M -783,790 Closed
PP
306
Prudential plc
United Kingdom
– -$9.85M -598,900 Closed
BWL
307
Bogart Wealth LLC
Virginia
– -$7.57M -460,175 Closed
FF
308
Friedenthal Financial
New Jersey
– -$5M -304,040 Closed
RSA
309
Robertson Stephens Advisors
California
– -$4.36M -264,995 Closed
NL
310
NWAM LLC
Washington
– -$672K -40,860 Closed
CL
311
Choreo LLC
Illinois
– -$483K -29,350 Closed
TIM
312
Total Investment Management
Arizona
– -$472K -28,720 Closed
ACP
313
Arcus Capital Partners
Georgia
– -$413K -25,125 Closed
LAM
314
Lapides Asset Management
Connecticut
– -$403K -24,500 Closed
GW
315
GW & Wade
Massachusetts
– -$377K -22,915 Closed
ZIM
316
Zacks Investment Management
Illinois
– -$352K -21,425 Closed
GS
317
Girard Securities
California
– -$293K -17,835 Closed
FANJ
318
Financial Architects (New Jersey)
New Jersey
– -$247K -15,000 Closed
SFWA
319
Summit Financial Wealth Advisors
Louisiana
– -$212K -12,860 Closed
NIA
320
Northstar Investment Advisors
Colorado
– -$207K -12,575 Closed
SVCP
321
Silicon Valley Capital Partners
California
– -$207K -12,565 Closed
HCM
322
Hengehold Capital Management
Ohio
– -$202K -12,275 Closed
PMFA
323
Plante Moran Financial Advisors
Michigan
– -$71K -4,335 Closed
JIC
324
Joel Isaacson & Co
New York
– -$41K -2,500 Closed
SSB
325
Sandy Spring Bank
Maryland
– -$29K -1,750 Closed
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