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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
401
Quantinno Capital Management
New York
$459K +$109K +5,000 +31%
KWA
402
Kingswood Wealth Advisors
California
$457K -$21.6K -990 -4%
PSF
403
Pacific Sun Financial
California
$454K -$4.36K -200 -0.9%
BMA
404
Brooks Moore & Associates
Tennessee
$453K +$35.4K +1,625 +8%
EFM
405
Eley Financial Management
Vermont
$452K -$3.05K -140 -0.7%
JIC
406
Johnson Investment Counsel
Ohio
$447K +$209K +9,600 +88%
DAS
407
Dynamic Advisor Solutions
Arizona
$445K +$12K +550 +3%
TW
408
TrinityPoint Wealth
Connecticut
$444K +$327 +15 +0.1%
HCM
409
Hengehold Capital Management
Ohio
$443K +$980 +45 +0.2%
ES
410
Eagle Strategies
New York
$442K -$1.57M -72,150 -78%
TPI
411
Trust Point Inc
Wisconsin
$442K – – –
AAS
412
Ameritas Advisory Services
Nebraska
$437K +$3.92K +180 +0.9%
ICP
413
Interchange Capital Partners
Pennsylvania
$436K +$86.7K +3,980 +25%
MM
414
Meridian Management
Arkansas
$435K – – –
BCA
415
Bay Colony Advisors
Massachusetts
$433K +$99.7K +4,580 +30%
FSA
416
Fort Sheridan Advisors
Illinois
$433K +$2.07K +95 +0.5%
MWP
417
Madison Wealth Partners
Wisconsin
$428K +$9.47K +435 +2%
OC
418
Oppenheimer & Co
New York
$427K -$111K -5,090 -21%
PWM
419
PBMares Wealth Management
Virginia
$427K -$16.1K -740 -4%
IWN
420
Independent Wealth Network
Iowa
$425K -$127K -5,830 -23%
SWRP
421
Summit Wealth & Retirement Planning
California
$424K – – –
GFS
422
GYL Financial Synergies
Connecticut
$420K – – –
FLPIM
423
F.L. Putnam Investment Management
Massachusetts
$416K +$416K +19,125 New
NGA
424
Naples Global Advisors
Florida
$414K -$22.9K -1,050 -5%
CPIG
425
Chicago Partners Investment Group
Illinois
$412K +$218 +10 +0.1%
15 16
17
18 19