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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
326
Carret Asset Management
New York
$308K -$15.7K -875 -5%
TSS
327
Two Sigma Securities
New York
$306K +$295K +16,410 New
SCM
328
SOL Capital Management
Maryland
$303K – – –
AIM
329
Anchor Investment Management
South Carolina
$302K +$18.2K +1,015 +7%
SIC
330
Sigma Investment Counselors
Michigan
$293K -$4.49K -250 -2%
FEM
331
Fulcrum Equity Management
Texas
$292K -$4.31K -240 -2%
CCMD
332
Cypress Capital Management (Delaware)
Delaware
$290K -$29.6K -1,650 -10%
BRWA
333
B. Riley Wealth Advisors
Florida
$287K -$1.6M -89,275 -85%
CAM
334
Concorde Asset Management
Michigan
$287K +$34.2K +1,905 +14%
AA
335
Advisory Alpha
Michigan
$284K +$808 +45 +0.3%
HFS
336
Howard Financial Services
Texas
$281K +$1.89K +105 +0.7%
RG
337
Rikoon Group
New Mexico
$279K +$2.78K +155 +1%
FIM
338
Fernwood Investment Management
Massachusetts
$278K +$26.9K +1,500 +11%
AP
339
Appleton Partners
Massachusetts
$277K – – –
WIC
340
Woodmont Investment Counsel
Tennessee
$272K +$20.7K +1,155 +9%
CGL
341
Clarius Group LLC
Washington
$269K +$259K +14,420 New
EWM
342
Evercore Wealth Management
New York
$264K +$22.4K +1,250 +10%
SFA
343
Sequoia Financial Advisors
Ohio
$263K +$253K +14,085 New
CHA
344
Carmichael Hill & Associates
Maryland
$257K -$30.1K -1,675 -11%
MFW
345
Mosaic Family Wealth
Missouri
$257K +$247K +13,770 New
NHC
346
Nicholas Hoffman & Company
Georgia
$255K +$987 +55 +0.4%
NEGWA
347
New England Guild Wealth Advisors
Connecticut
$254K – – –
WCM
348
WealthBridge Capital Management
Ohio
$254K +$449 +25 +0.2%
BJL
349
Brighton Jones LLC
Washington
$250K -$150K -8,375 -38%
PAS
350
Park Avenue Securities
New York
$249K -$28.3K -1,575 -11%
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