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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
326
Fulcrum Equity Management
Texas
$268K +$283K +15,900 New
SCM
327
Shelton Capital Management
Colorado
$267K – – –
MIS
328
Morningstar Investment Services
Illinois
$262K -$34.1K -1,920 -11%
QAM
329
Questar Asset Management
Minnesota
$262K +$276K +15,540 New
CHA
330
Carmichael Hill & Associates
Maryland
$261K +$622 +35 +0.2%
AIM
331
Anchor Investment Management
South Carolina
$256K +$228K +12,840 +549%
PAS
332
Park Avenue Securities
New York
$254K -$867K -48,780 -77%
HFS
333
Howard Financial Services
Texas
$253K +$266K +14,965 New
WPSG
334
Wealth & Pension Services Group
Georgia
$251K – – –
AP
335
Appleton Partners
Massachusetts
$251K +$11.1K +625 +4%
PMFA
336
Plante Moran Financial Advisors
Michigan
$250K +$264K +14,840 New
RG
337
Rikoon Group
New Mexico
$249K -$49.3K -2,775 -16%
CFG
338
CMC Financial Group
Georgia
$231K +$243K +13,660 New
WCM
339
WealthBridge Capital Management
Ohio
$231K +$243K +13,665 New
NEGWA
340
New England Guild Wealth Advisors
Connecticut
$230K – – –
NHC
341
Nicholas Hoffman & Company
Georgia
$230K +$1.78K +100 +0.7%
CAM
342
Concorde Asset Management
Michigan
$227K +$89 +5 +0%
WIC
343
Woodmont Investment Counsel
Tennessee
$227K +$239K +13,445 New
FIM
344
Fernwood Investment Management
Massachusetts
$226K – – –
PPP
345
Private Portfolio Partners
New Jersey
$226K +$238K +13,365 New
CFD
346
Creative Financial Designs
Indiana
$218K -$105K -5,905 -31%
FCI
347
Financial Counselors Inc
Kansas
$218K +$5.33K +300 +2%
EWM
348
Evercore Wealth Management
New York
$218K +$230K +12,920 New
PIA
349
Peachtree Investment Advisors
Georgia
$212K -$2.22K -125 -1%
LFG
350
LifePlan Financial Group
Ohio
$212K – – –
12 13
14
15 16