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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
301
Focus Financial Network
Minnesota
$413K +$4.68K +290 +1%
PCA
302
Providence Capital Advisors
North Carolina
$413K -$4.28K -265 -1%
LWA
303
Lowe Wealth Advisors
Maryland
$407K -$70.3K -4,350 -15%
JWA
304
JFS Wealth Advisors
Pennsylvania
$399K – – –
MCM
305
MAI Capital Management
Ohio
$394K +$18K +1,115 +5%
PSF
306
Pacific Sun Financial
California
$390K +$4.04K +250 +1%
VFA
307
Valeo Financial Advisors
Indiana
$388K +$54.9K +3,400 +17%
RBFC
308
Roman Butler Fullerton & Co
Missouri
$385K -$115K -7,135 -23%
KWM
309
Kingsview Wealth Management
Oregon
$384K -$949K -58,745 -71%
PWAP
310
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$379K +$377K +23,350 New
FWM
311
Frontier Wealth Management
Missouri
$377K -$39.3K -2,435 -9%
CAGAS
312
Capital Advisory Group Advisory Services
Minnesota
$377K +$258K +15,980 +220%
CWS
313
Cypress Wealth Services
California
$371K -$49.2K -3,045 -12%
OC
314
Oppenheimer & Co
New York
$371K +$646 +40 +0.2%
VHAM
315
Van Hulzen Asset Management
California
$370K -$15.7K -970 -4%
WAOTB
316
Wealth Advisors of Tampa Bay
Florida
$368K – – –
PFS
317
Prospera Financial Services
Texas
$363K -$4.2K -260 -1%
HFG
318
Heron Financial Group
New York
$359K +$27.1K +1,675 +8%
CA
319
Clearstead Advisors
Ohio
$358K +$3.71K +230 +1%
HWA
320
HCR Wealth Advisors
California
$356K -$3.88K -240 -1%
DWM
321
Destination Wealth Management
California
$354K -$3.72M -230,560 -91%
WP
322
WealthSource Partners
California
$344K +$7.03K +435 +2%
OIA
323
OneDigital Investment Advisors
Kansas
$341K – – –
TW
324
TrinityPoint Wealth
Connecticut
$339K – – –
CWM
325
Centric Wealth Management
Illinois
$336K +$5.97K +370 +2%
11 12
13
14 15