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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
351
SeaCrest Wealth Management
New York
$306K -$968 -50 -0.3%
RTL
352
Red Tortoise LLC
Georgia
$304K +$322K +16,665 New
AIM
353
Axiom Investment Management
New York
$300K +$194 +10 +0.1%
SWM
354
Spire Wealth Management
Virginia
$296K +$23.8K +1,230 +9%
DC
355
Davenport & Co
Virginia
$296K +$304K +15,710 New
IC
356
Inscription Capital
Texas
$295K +$303K +15,655 New
LWA
357
Lowe Wealth Advisors
Maryland
$292K -$20.7K -1,070 -6%
MPW
358
Monterey Private Wealth
California
$288K -$30.8K -1,590 -10%
CCM
359
Coldstream Capital Management
Washington
$288K – – –
PWMAG
360
Pinnacle Wealth Management Advisory Group
New Jersey
$288K – – –
CL
361
CPWM LLC
Washington
$287K +$295K +15,230 New
LA
362
Latitude Advisors
Florida
$284K +$292K +15,070 New
FCT
363
Family Capital Trust
Massachusetts
$283K – – –
SCM
364
SOL Capital Management
Maryland
$283K – – –
JGIA
365
Jackson Grant Investment Advisers
Connecticut
$278K -$18.2K -940 -6%
T
366
TNF
Montana
$278K +$276K +14,250 New
VWA
367
Visionary Wealth Advisors
Illinois
$273K – – –
CWM
368
Centric Wealth Management
Illinois
$270K – – –
FBB
369
Fulton Breakefield Broenniman
Maryland
$270K +$277K +14,340 New
FHC
370
First Heartland Consultants
Missouri
$264K +$4.74K +245 +2%
HZ
371
Hixon Zuercher
Ohio
$261K – – –
PP
372
PDS Planning
Ohio
$260K – – –
BFA
373
Beacon Financial Advisory
Ohio
$258K -$24.2K -1,250 -8%
SCA
374
Snowden Capital Advisors
New York
$257K -$290 -15 -0.1%
DWM
375
Destination Wealth Management
California
$257K – – –
13 14
15
16 17