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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
376
BOK Financial
Oklahoma
$430K -$6.43K -310 -2%
AIM
377
Anchor Investment Management
South Carolina
$430K +$47K +2,265 +13%
MM
378
Meridian Management
Arkansas
$428K – – –
IGWM
379
ICA Group Wealth Management
Colorado
$428K +$410K +19,755 New
TC
380
Trust Company
Kansas
$427K – – –
DAS
381
Dynamic Advisor Solutions
Arizona
$418K +$177K +8,530 +77%
DJYG
382
David J. Yvars Group
Florida
$416K +$311 +15 +0.1%
CWG
383
Crown Wealth Group
North Carolina
$415K +$403K +19,400 New
SIA
384
Soltis Investment Advisors
Utah
$414K -$17.4K -840 -4%
BRWM
385
B. Riley Wealth Management
Tennessee
$407K +$88K +4,240 +29%
TDC
386
Thompson Davis & Co
Virginia
$403K -$16.6K -800 -4%
MWM
387
Merriman Wealth Management
Washington
$403K – – –
TW
388
TrinityPoint Wealth
Connecticut
$400K +$31.4K +1,515 +9%
WP
389
WealthShield Partners
North Carolina
$399K +$132K +6,380 +52%
WP
390
Wealthspan Partners
Iowa
$397K -$28.1K -1,355 -7%
MWM
391
Modera Wealth Management
New Jersey
$397K – – –
ZIG
392
Zullo Investment Group
Pennsylvania
$395K – – –
MW
393
Marcum Wealth
Ohio
$390K +$934 +45 +0.2%
RFA
394
Resurgent Financial Advisors
Georgia
$387K +$376K +18,115 New
MIC
395
Means Investment Company
Maine
$386K +$2.49K +120 +0.7%
FCM
396
Firestone Capital Management
Florida
$385K – – –
WA
397
WBH Advisory
Maryland
$383K -$12.3K -595 -3%
CCM
398
Coldstream Capital Management
Washington
$382K – – –
ACK
399
Andrew C. Karlinski
$381K – – –
GI
400
Gradient Investments
Minnesota
$374K – – –
14 15
16
17 18