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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
376
Baker Avenue Asset Management
California
$217K – – –
SSWM
377
Smith Salley Wealth Management
North Carolina
$215K -$10.3K -620 -4%
FIM
378
Fernwood Investment Management
Massachusetts
$215K – – –
EWM
379
Empirical Wealth Management
Washington
$212K +$219K +13,175 New
SIC
380
Samalin Investment Counsel
New York
$209K -$68.8K -4,135 -24%
QAM
381
QCI Asset Management
New York
$208K – – –
HZ
382
Hixon Zuercher
Ohio
$205K +$212K +12,750 New
PPP
383
Private Portfolio Partners
New Jersey
$204K -$20.5K -1,235 -9%
CIAS
384
Capital Investment Advisory Services
North Carolina
$204K +$146K +8,795 +226%
FCI
385
Financial Counselors Inc
Kansas
$203K – – –
AIA
386
AIMZ Investment Advisors
California
$203K +$1.25K +75 +0.6%
CF
387
Centaurus Financial
California
$200K +$39.9K +2,400 +24%
FCCM
388
First City Capital Management
Georgia
$200K +$203K +12,210 New
ZB
389
Zions Bancorporation
Utah
$195K – – –
SFPG
390
Stonebridge Financial Planning Group
Florida
$178K -$87.7K -5,270 -33%
PB
391
Pinnacle Bancorp
Nebraska
$159K – – –
AIP
392
Ameritas Investment Partners
Nebraska
$155K – – –
FFA
393
Founders Financial Alliance
North Carolina
$148K +$153K +9,190 New
RCM
394
Rain Capital Management
Oregon
$145K – – –
FRA
395
Front Row Advisors
California
$141K -$16.3K -980 -11%
LFG
396
Larson Financial Group
Missouri
$135K +$3.41K +205 +3%
GRP
397
Global Retirement Partners
California
$132K – – –
LFG
398
LifePlan Financial Group
Ohio
$131K – – –
EW
399
Evoke Wealth
California
$121K – – –
SSWG
400
Seven Springs Wealth Group
Tennessee
$121K – – –
14 15
16
17 18