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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
401
Fountainhead AM
New Jersey
$543K -$9.79K -425 -2%
IPW
402
Impact Partnership Wealth
Georgia
$536K -$81.1K -3,520 -13%
PWM
403
PMG Wealth Management
Illinois
$533K – – –
PWMA
404
Pension & Wealth Management Advisors
Massachusetts
$531K +$23.7K +1,030 +5%
CAM
405
Creekmur Asset Management
Illinois
$528K +$3.46K +150 +0.7%
PIM
406
Penobscot Investment Management
Massachusetts
$527K +$179K +7,750 +53%
MCCP
407
Mission Creek Capital Partners
California
$525K -$17.1K -740 -3%
SWM
408
Spire Wealth Management
Virginia
$523K -$24.7K -1,070 -5%
AFG
409
Atomi Financial Group
New York
$518K +$14.4K +625 +3%
OC
410
Oppenheimer & Co
New York
$517K – – –
1NWS
411
1 North Wealth Services
Maryland
$514K +$17.6K +765 +4%
KWA
412
Kingswood Wealth Advisors
California
$512K -$14.9K -645 -3%
IWN
413
Independent Wealth Network
Iowa
$501K -$576 -25 -0.1%
BMA
414
Brooks Moore & Associates
Tennessee
$496K – – –
PSF
415
Pacific Sun Financial
California
$490K – – –
SWM
416
Silverlake Wealth Management
Vermont
$487K +$479K +20,800 New
ES
417
Eagle Strategies
New York
$487K -$22.7K -985 -5%
FLPIM
418
F.L. Putnam Investment Management
Massachusetts
$486K +$47.7K +2,070 +11%
SFG
419
SNS Financial Group
Minnesota
$483K – – –
CGH
420
Crossmark Global Holdings
Texas
$479K +$35.8K +1,555 +8%
HWA
421
HCR Wealth Advisors
California
$478K -$20.2K -875 -4%
CBA
422
Coastal Bridge Advisors
Connecticut
$478K +$461 +20 +0.1%
FSA
423
Fort Sheridan Advisors
Illinois
$476K +$2.07K +90 +0.4%
FAIM
424
Financial Advocates Investment Management
Washington
$475K -$1.06M -45,830 -69%
MM
425
Meridian Management
Arkansas
$473K – – –
15 16
17
18 19