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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
376
Philadelphia Trust Company
Pennsylvania
$652K – – –
PFA
377
Pettinga Financial Advisors
Indiana
$648K +$655K +31,895 New
AIM
378
Anchor Investment Management
South Carolina
$647K +$94.1K +4,585 +17%
VAS
379
Vestmark Advisory Solutions
Massachusetts
$644K -$278K -13,540 -30%
MCM
380
MAI Capital Management
Ohio
$643K +$23.7K +1,155 +4%
IWA
381
Inspirion Wealth Advisors
Illinois
$639K +$1.33K +65 +0.2%
PWP
382
Perfromance Wealth Partners
Illinois
$639K -$64.8K -3,155 -9%
SIA
383
Soltis Investment Advisors
Utah
$633K +$6.67K +325 +1%
CWM
384
Cornerstone Wealth Management
Missouri
$631K +$638K +31,060 New
SWM
385
Spire Wealth Management
Virginia
$630K -$247K -12,020 -28%
RBC
386
Romano Brothers & Co
Illinois
$624K -$24.6K -1,200 -4%
SW
387
SVB Wealth
Massachusetts
$624K +$18.8K +915 +3%
TWA
388
Talisman Wealth Advisors
New Jersey
$623K +$1.03K +50 +0.2%
CCA
389
Cobblestone Capital Advisors
New York
$619K – – –
AIA
390
Avalon Investment & Advisory
Texas
$598K – – –
BDF
391
Black Diamond Financial
Maryland
$596K – – –
FNWM
392
Financial Network Wealth Management
Utah
$580K – – –
PWP
393
Pursue Wealth Partners
California
$576K – – –
SWM
394
Sugarloaf Wealth Management
Georgia
$573K – – –
DWM
395
Destination Wealth Management
California
$573K -$37.7K -1,835 -6%
SC
396
Savant Capital
Illinois
$572K -$10.4K -505 -2%
WP
397
Wealthspan Partners
Iowa
$572K -$109K -5,305 -16%
LWM
398
Liberty Wealth Management
California
$571K +$577K +28,095 New
GFS
399
GYL Financial Synergies
Connecticut
$565K -$145K -7,075 -20%
AOWM
400
Alpha Omega Wealth Management
Virginia
$564K -$63.6K -3,100 -10%
14 15
16
17 18