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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
326
Van Hulzen Asset Management
California
$340K +$58.8K +3,330 +16%
MCM
327
MAI Capital Management
Ohio
$332K -$16.3K -925 -4%
WAM
328
Wealthspire Advisors (Maryland)
Maryland
$331K +$83K +4,700 +26%
CWP
329
CFM Wealth Partners
Texas
$329K +$118K +6,705 +41%
RG
330
Rikoon Group
New Mexico
$326K – – –
MCCP
331
Mission Creek Capital Partners
California
$326K +$38.7K +2,190 +11%
OC
332
Oppenheimer & Co
New York
$326K +$81.3K +4,605 +25%
HFG
333
Heron Financial Group
New York
$325K -$3.09K -175 -0.8%
PFS
334
Prospera Financial Services
Texas
$324K -$115K -6,530 -22%
WAOTB
335
Wealth Advisors of Tampa Bay
Florida
$324K – – –
VFA
336
Valeo Financial Advisors
Indiana
$323K -$4.15K -235 -1%
HWA
337
HCR Wealth Advisors
California
$318K -$106K -6,000 -21%
SCA
338
Snowden Capital Advisors
New York
$316K -$247K -14,010 -39%
CA
339
Clearstead Advisors
Ohio
$312K +$4.95K +280 +1%
VC
340
Vestor Capital
Illinois
$310K -$3.89K -220 -1%
LWP
341
Legacy Wealth Planning
Nevada
$309K -$6.74M -381,610 -95%
PAMG
342
Patton Albertson Miller Group
Tennessee
$309K +$59.6K +3,375 +18%
FSC
343
Full Sail Capital
Oklahoma
$305K +$330K +18,660 New
OIA
344
OneDigital Investment Advisors
Kansas
$301K -$1.24K -70 -0.3%
TW
345
TrinityPoint Wealth
Connecticut
$299K – – –
WP
346
WealthSource Partners
California
$297K -$739K -41,810 -67%
CAM
347
Covenant Asset Management
New Jersey
$294K +$49.7K +2,815 +16%
MIC
348
Means Investment Company
Maine
$291K -$41.1K -2,325 -11%
GG
349
GenWealth Group
New Jersey
$288K – – –
MM
350
Meridian Management
Arkansas
$286K – – –
12 13
14
15 16