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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
376
Karp Capital Management
California
$118K +$124K +7,000 New
DWM
377
Doyle Wealth Management
Florida
$106K +$112K +6,275 New
CWM
378
Cranbrook Wealth Management
Michigan
$101K – – –
SFPIA
379
Stevens First Principles Investment Advisors
California
$96K -$10.2K -575 -9%
TFS
380
TrustCore Financial Services
Tennessee
$94K – – –
THWM
381
Taylor Hoffman Wealth Management
Virginia
$80K – – –
FCA
382
FinTrust Capital Advisors
South Carolina
$78K +$81.8K +4,600 New
CFN
383
Cordasco Financial Network
Florida
$74K – – –
KPCM
384
Kings Point Capital Management
New York
$71K – – –
NL
385
NVWM LLC
Pennsylvania
$70K -$16.3K -915 -18%
VFA
386
Valeo Financial Advisors
Indiana
$67K +$356 +20 +0.5%
RE
387
RBC Europe
United Kingdom
$65.8K – – –
YWP
388
YorkBridge Wealth Partners
New York
$63K – – –
MWC
389
MBM Wealth Consultants
Missouri
$63K +$66.7K +3,750 New
TRCT
390
Tower Research Capital (TRC)
New York
$60K +$63.3K +3,560 +23,733%
CA
391
Claro Advisors
Massachusetts
$59K +$57.5K +3,235 New
GTAM
392
Global Trust Asset Management
Florida
$53K -$6.22K -350 -10%
JCM
393
Jacobi Capital Management
Pennsylvania
$52K – – –
CTC
394
Central Trust Company
Missouri
$51K – – –
EWM
395
Executive Wealth Management
Michigan
$50K +$52.2K +2,935 New
FWM
396
Focused Wealth Management
New York
$49K – – –
S
397
SignatureFD
Georgia
$49K +$51.6K +2,900 New
RWA
398
River Wealth Advisors
Pennsylvania
$47K – – –
BBHC
399
Brown Brothers Harriman & Co
New York
$43K – – –
NCM
400
New Capital Management
Texas
$40K -$326K -18,325 -88%
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16
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