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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
351
Kestra Private Wealth Services
Texas
$727K -$58.7K -2,870 -7%
CFO
352
CVA Family Office
Colorado
$726K -$97.2K -4,750 -11%
WAOTB
353
Wealth Advisors of Tampa Bay
Florida
$718K +$372K +18,160 +100%
LIM
354
Leavell Investment Management
Alabama
$715K -$58.3K -2,850 -7%
FHC
355
First Heartland Consultants
Missouri
$715K -$28.8K -1,405 -4%
CA
356
Cresta Advisors
Texas
$711K +$80.8K +3,950 +12%
PFS
357
Prospera Financial Services
Texas
$709K -$23.7K -1,160 -3%
HCM
358
Hengehold Capital Management
Ohio
$706K -$70K -3,420 -9%
AIM
359
Anchor Investment Management
South Carolina
$702K +$23.1K +1,130 +3%
CA
360
Continuum Advisory
Idaho
$693K -$712K -34,780 -50%
TWA
361
Talisman Wealth Advisors
New Jersey
$689K +$85.4K +4,175 +14%
CAG
362
Csenge Advisory Group
Florida
$673K +$71.9K +3,515 +12%
IP
363
Investment Partners
Ohio
$671K – – –
SFG
364
SNS Financial Group
Minnesota
$661K -$92.7K -4,530 -12%
RVPG
365
Relative Value Partners Group
$656K – – –
BPA
366
Beacon Pointe Advisors
California
$654K +$50.7K +2,480 +8%
JCM
367
Jacobi Capital Management
Pennsylvania
$645K -$31.8K -1,555 -5%
RBC
368
Romano Brothers & Co
Illinois
$644K – – –
TI
369
Trexquant Investment
Connecticut
$636K +$117K +5,740 +22%
PTC
370
Philadelphia Trust Company
Pennsylvania
$635K – – –
PWMAG
371
Pinnacle Wealth Management Advisory Group
New Jersey
$634K – – –
PG
372
Patten Group
Tennessee
$629K -$39.8K -1,945 -6%
ADL
373
Asset Dedication LLC
California
$629K – – –
IWA
374
Inspirion Wealth Advisors
Illinois
$626K +$3.48K +170 +0.5%
GWM
375
Gray Wealth Management
Maine
$617K -$10.2K -500 -2%
13 14
15
16 17