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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
351
Capital Analysts LLC
Pennsylvania
$907K +$333K +13,675 +58%
PP
352
Patten & Patten
Tennessee
$896K -$10.6K -435 -1%
TC
353
Tacita Capital
Ontario, Canada
$882K – – –
WS
354
Wedbush Securities
California
$881K +$82.1K +3,375 +10%
AFG
355
Albion Financial Group
Utah
$876K -$4.86K -200 -0.6%
NB
356
Northwest Bancshares
Pennsylvania
$875K -$11.7K -480 -1%
CIA
357
Concurrent Investment Advisors
Florida
$871K +$65.9K +2,710 +8%
WP
358
WealthShield Partners
North Carolina
$870K +$83.2K +3,420 +11%
KPWG
359
KFA Private Wealth Group
Virginia
$869K +$64K +2,630 +8%
JF
360
JSF Financial
California
$862K +$8.51K +350 +1%
PWPS
361
Pinnacle Wealth Planning Services
Ohio
$860K +$6.81K +280 +0.8%
LWM
362
LongView Wealth Management
Georgia
$859K +$19.5K +800 +2%
CPW
363
Cove Private Wealth
New York
$850K +$430K +17,695 +103%
VHAM
364
Van Hulzen Asset Management
California
$850K -$11.8K -485 -1%
OCM
365
Orleans Capital Management
Louisiana
$849K +$849K +34,905 New
AF
366
Apollon Financial
South Carolina
$828K -$6.08K -250 -0.7%
AWA
367
Amplius Wealth Advisors
Pennsylvania
$812K – – –
MFWP
368
Mosaic Family Wealth Partners
Missouri
$801K -$15.9K -655 -2%
JCM
369
Jacobi Capital Management
Pennsylvania
$797K +$31.6K +1,300 +4%
CC
370
Climber Capital
Switzerland
$790K +$790K +32,500 New
EW
371
Evoke Wealth
California
$782K – – –
CA
372
Clearstead Advisors
Ohio
$782K +$53.9K +2,215 +7%
PTC
373
Philadelphia Trust Company
Pennsylvania
$780K – – –
AL
374
Aspiriant LLC
California
$775K +$28.7K +1,180 +4%
SPC
375
Spirepoint Private Client
Florida
$764K +$415K +17,075 +119%
13 14
15
16 17