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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
351
Claret Asset Management
Quebec, Canada
$314K – – –
CAM
352
Carret Asset Management
New York
$311K – – –
AIM
353
Anchor Investment Management
South Carolina
$306K +$37.6K +2,000 +14%
PP
354
PrairieView Partners
Minnesota
$305K +$304K +16,175 New
CWM
355
Concentrum Wealth Management
California
$302K – – –
WCM
356
WealthBridge Capital Management
Ohio
$296K +$38.4K +2,045 +15%
SIC
357
Sigma Investment Counselors
Michigan
$290K +$5.36K +285 +2%
FIM
358
Fernwood Investment Management
Massachusetts
$290K +$7.05K +375 +2%
AA
359
Advisory Alpha
Michigan
$286K +$752 +40 +0.3%
HFS
360
Howard Financial Services
Texas
$286K – – –
AFA
361
American Financial Advisors
Georgia
$285K -$189K -10,060 -40%
SCM
362
SOL Capital Management
Maryland
$282K -$23.5K -1,250 -8%
MWM
363
Marietta Wealth Management
Georgia
$282K +$70.4K +3,745 +33%
AP
364
Appleton Partners
Massachusetts
$280K – – –
SFA
365
Sequoia Financial Advisors
Ohio
$279K -$112K -5,950 -29%
FIG
366
FundX Investment Group
California
$273K -$25.9M -1,376,645 -99%
CWP
367
Capital Wealth Planning
Florida
$270K -$147K -7,810 -35%
NAM
368
NorthCoast Asset Management
Connecticut
$269K +$1.03K +55 +0.4%
CHA
369
Carmichael Hill & Associates
Maryland
$265K +$5.36K +285 +2%
LFG
370
LifePlan Financial Group
Ohio
$262K +$19.2K +1,020 +8%
CA
371
Calton & Associates
Florida
$260K +$19K +1,010 +8%
CAM
372
Concorde Asset Management
Michigan
$258K -$11.1K -590 -4%
NHC
373
Nicholas Hoffman & Company
Georgia
$258K – – –
NEGWA
374
New England Guild Wealth Advisors
Connecticut
$257K – – –
LWM
375
Liberty Wealth Management
California
$255K +$26.8K +1,425 +12%
13 14
15
16 17