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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
351
Roble Belko & Company
Pennsylvania
$20K – – –
CIR
352
Clear Investment Research
Georgia
$20K +$20.9K +1,185 New
BFEC
353
Benjamin F. Edwards & Company
Missouri
$19K -$3.53K -200 -15%
MOS
354
MGO One Seven
Ohio
$19K – – –
OIA
355
OneDigital Investment Advisors
Kansas
$19K – – –
ST
356
Sageworth Trust
Pennsylvania
$19K – – –
BC
357
Barnett & Company
Tennessee
$17K – – –
FPFS
358
First Personal Financial Services
North Carolina
$17K – – –
GEA
359
Glen Eagle Advisors
New Jersey
$16.9K – – –
QI
360
QS Investors
New York
$15K -$1.56M -88,475 -7%
M
361
MOTCO
Texas
$15K – – –
MSFP
362
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
GI
363
Gradient Investments
Minnesota
$12K -$4.32M -244,900 -100%
SCA
364
Stuart Chaussee & Associates
California
$9K -$10.2K -575 -51%
ME
365
McIlrath & Eck
Washington
$8K -$4.41K -250 -33%
RWG
366
Regal Wealth Group
California
$8K – – –
GAM
367
Gemmer Asset Management
California
$8K +$88 +5 +1%
TCOV
368
Trust Company of Vermont
Vermont
$7K – – –
NC
369
NewSquare Capital
Pennsylvania
$4K -$12.4K -700 -76%
DSC
370
Duncker Streett & Co
Missouri
$4K – – –
SIS
371
Sound Income Strategies
Florida
$3K – – –
KCPG
372
Kavar Capital Partners Group
Kansas
$2K +$1.76K +100 New
NFG
373
Noven Financial Group
Colorado
– -$18.9M -1,050,205 Closed
CS
374
Credit Suisse
Switzerland
– -$2.23M -123,550 Closed
RWM
375
Ritholtz Wealth Management
New York
– -$1.66M -92,015 Closed
13 14
15
16 17