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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
401
Covenant Asset Management
New Jersey
$372K -$22.8K -1,100 -6%
KPWS
402
Kestra Private Wealth Services
Texas
$369K -$19.6K -945 -5%
WP
403
WealthSource Partners
California
$365K – – –
FWM
404
Frontier Wealth Management
Missouri
$363K +$208 +10 +0.1%
HSA
405
HBK Sorce Advisory
Pennsylvania
$358K +$105K +5,070 +43%
BPA
406
Beacon Pointe Advisors
California
$357K +$347K +16,695 New
LFA
407
Legacy Financial Advisors
Kentucky
$357K +$347K +16,710 New
MWM
408
Maripau Wealth Management
Indiana
$353K +$341K +16,435 New
SAM
409
Smithbridge Asset Management
Pennsylvania
$351K – – –
CPA
410
Cardiff Park Advisors
California
$345K – – –
SMC
411
Smith, Moore & Co
Missouri
$345K +$415 +20 +0.1%
CIA
412
Capital Investment Advisors
Georgia
$345K +$519 +25 +0.2%
LSPW
413
Lake Street Private Wealth
Illinois
$343K – – –
RF
414
Resolute Financial
Massachusetts
$343K +$934 +45 +0.3%
MCC
415
Money Concepts Capital
Florida
$342K +$294K +14,175 +772%
SCA
416
Snowden Capital Advisors
New York
$339K +$41.3K +1,990 +14%
DWM
417
Destination Wealth Management
California
$328K +$11.4K +550 +4%
SWA
418
Sutton Wealth Advisors
Florida
$327K -$30.2K -1,455 -9%
PFA
419
Pettinga Financial Advisors
Indiana
$326K -$140K -6,750 -31%
AM
420
Atwater Malick
Pennsylvania
$324K +$62K +2,985 +25%
FCT
421
Family Capital Trust
Massachusetts
$321K – – –
SCM
422
SOL Capital Management
Maryland
$321K – – –
WT
423
Whittier Trust
California
$320K +$72.6K +3,500 +30%
LWA
424
Lowe Wealth Advisors
Maryland
$318K -$3.84K -185 -1%
VWA
425
Visionary Wealth Advisors
Illinois
$318K +$5.08K +245 +2%
15 16
17
18 19