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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
401
Kings Point Capital Management
New York
$79K – – –
RE
402
RBC Europe
United Kingdom
$72.8K – – –
NL
403
NVWM LLC
Pennsylvania
$70K -$7.18K -400 -10%
MWC
404
MBM Wealth Consultants
Missouri
$70K – – –
YWP
405
YorkBridge Wealth Partners
New York
$70K – – –
TRCT
406
Tower Research Capital (TRC)
New York
$66K -$1.08K -60 -2%
WEC
407
Winslow Evans & Crocker
Massachusetts
$64K -$349K -19,450 -85%
GTAM
408
Global Trust Asset Management
Florida
$59K – – –
JCM
409
Jacobi Capital Management
Pennsylvania
$58K – – –
PFGIA
410
Patriot Financial Group Insurance Agency
Massachusetts
$58K +$39.9K +2,225 +247%
CTC
411
Central Trust Company
Missouri
$56K – – –
FWM
412
Focused Wealth Management
New York
$54K – – –
AIC
413
Ameritas Investment Company
Nebraska
$49K -$1.66M -92,385 -97%
SFSIG
414
San Francisco Sentry Investment Group
California
$44K +$15.3K +850 +57%
GSWM
415
Golden State Wealth Management
California
$41K +$39.1K +2,175 New
EWM
416
Executive Wealth Management
Michigan
$38K -$15.8K -880 -30%
NCM
417
New Capital Management
Texas
$38K -$6.55K -365 -15%
CWA
418
Clarus Wealth Advisors
Arizona
$38K – – –
OIA
419
Optimum Investment Advisors
Illinois
$37K – – –
CB
420
CNB Bank
Pennsylvania
$35K +$6.64K +370 +24%
AWM
421
AllSquare Wealth Management
New York
$33K – – –
JPLA
422
Joseph P. Lucia & Associates
New York
$31.1K +$29.4K +1,640 New
CAL
423
Capital Analysts LLC
Pennsylvania
$31K – – –
SCA
424
Stuart Chaussee & Associates
California
$30K +$19K +1,060 +193%
GWMIA
425
Global Wealth Management Investment Advisory
Florida
$30K +$27.5K +1,530 +1,700%
15 16
17
18 19