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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
376
Soltis Investment Advisors
Utah
$636K +$8.45K +420 +1%
IWA
377
Inspirion Wealth Advisors
Illinois
$635K +$1.01K +50 +0.2%
BCM
378
Brookstone Capital Management
Illinois
$630K -$87.7K -4,355 -12%
SW
379
SVB Wealth
Massachusetts
$619K – – –
TWA
380
Talisman Wealth Advisors
New Jersey
$618K +$704 +35 +0.1%
BPA
381
Beacon Pointe Advisors
California
$617K -$110K -5,470 -15%
CAG
382
Csenge Advisory Group
Florida
$615K +$150K +7,465 +32%
CCA
383
Cobblestone Capital Advisors
New York
$614K – – –
DWM
384
Destination Wealth Management
California
$597K +$28.7K +1,425 +5%
FNWM
385
Financial Network Wealth Management
Utah
$594K – – –
BDF
386
Black Diamond Financial
Maryland
$591K – – –
FIA
387
Foundations Investment Advisors
Arizona
$586K +$344K +17,085 +143%
SWA
388
Stratos Wealth Advisors
Ohio
$580K +$156K +7,750 +37%
KWM
389
Kingsview Wealth Management
Oregon
$579K +$49.5K +2,460 +9%
SWM
390
Spire Wealth Management
Virginia
$579K -$45.5K -2,260 -7%
MCM
391
MAI Capital Management
Ohio
$579K -$58.9K -2,925 -9%
FFN
392
Focus Financial Network
Minnesota
$578K +$43.6K +2,165 +8%
PTC
393
Private Trust Company
Ohio
$576K -$126K -6,275 -18%
MGIA
394
Moneta Group Investment Advisors
Missouri
$574K +$38.4K +1,910 +7%
CWM
395
Calamos Wealth Management
Illinois
$573K +$135K +6,720 +31%
SWRP
396
Summit Wealth & Retirement Planning
California
$571K +$43.9K +2,180 +8%
PWP
397
Pursue Wealth Partners
California
$571K – – –
SIC
398
Sigma Investment Counselors
Michigan
$569K +$50.3K +2,500 +10%
SC
399
Savant Capital
Illinois
$569K +$2.21K +110 +0.4%
SWM
400
Sugarloaf Wealth Management
Georgia
$568K – – –
14 15
16
17 18