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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
351
TrustCore Financial Services
Tennessee
$37K +$36.3K +2,075 New
AWM
352
AllSquare Wealth Management
New York
$36K -$34.5K -1,970 -50%
RCA
353
Rowland Carmichael Advisors
Arizona
$36K – – –
TF
354
Tompkins Financial
New York
$35K +$33.6K +1,920 New
CCM
355
Coldstream Capital Management
Washington
$31K -$19.6K -1,120 -39%
MBT
356
Monroe Bank & Trust
Michigan
$30K +$29K +1,660 New
VFA
357
Valeo Financial Advisors
Indiana
$29K – – –
AIM
358
Advantage Investment Management
Iowa
$27K – – –
BFEC
359
Benjamin F. Edwards & Company
Missouri
$24K -$1.05K -60 -4%
WIM
360
Westside Investment Management
California
$23.5K +$87 +5 +0.4%
IF
361
Ironwood Financial
Arizona
$23K – – –
TSW
362
Thompson Siegel & Walmsley
Virginia
$23K – – –
PFGIA
363
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$3.32K +190 +18%
RBC
364
Roble Belko & Company
Pennsylvania
$21K – – –
OIA
365
OneDigital Investment Advisors
Kansas
$21K +$19.7K +1,125 New
ST
366
Sageworth Trust
Pennsylvania
$20K -$1.66K -95 -8%
SCA
367
Stuart Chaussee & Associates
California
$20K – – –
MOS
368
MGO One Seven
Ohio
$20K +$19.7K +1,125 New
GEA
369
Glen Eagle Advisors
New Jersey
$18K – – –
BC
370
Barnett & Company
Tennessee
$18K – – –
FPFS
371
First Personal Financial Services
North Carolina
$18K – – –
NC
372
NewSquare Capital
Pennsylvania
$17K – – –
M
373
MOTCO
Texas
$16K – – –
MSFP
374
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
ME
375
McIlrath & Eck
Washington
$14K +$13.1K +750 New
13 14
15
16 17