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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
426
Stonebridge Financial Planning Group
Florida
$157K -$48.8K -2,675 -25%
AIC
427
Ameritas Investment Company
Nebraska
$153K +$147K +8,065 New
FRA
428
Front Row Advisors
California
$152K – – –
BAM
429
Belpointe Asset Management
Nevada
$151K -$2.28K -125 -2%
LFG
430
Larson Financial Group
Missouri
$147K -$12.1K -665 -8%
MWM
431
Mascoma Wealth Management
New Hampshire
$147K +$141K +7,755 New
EW
432
Evoke Wealth
California
$142K – – –
SSWG
433
Seven Springs Wealth Group
Tennessee
$142K – – –
GWSG
434
GPS Wealth Strategies Group
Colorado
$118K +$113K +6,220 New
RCM
435
Rain Capital Management
Oregon
$117K – – –
CIAS
436
Capital Investment Advisory Services
North Carolina
$116K -$54.7K -3,000 -33%
AWM
437
Accel Wealth Management
Iowa
$113K +$274 +15 +0.3%
MCM
438
Manchester Capital Management
Vermont
$111K – – –
WP
439
WealthShield Partners
North Carolina
$109K +$105K +5,750 New
LWM
440
Liberty Wealth Management
California
$108K – – –
PP
441
PrairieView Partners
Minnesota
$107K -$79.4K -4,355 -44%
CB
442
Community Bank
New York
$107K – – –
FPW
443
Flagship Private Wealth
Massachusetts
$102K +$912 +50 +0.9%
TWM
444
Tradition Wealth Management
Minnesota
$96K +$18.2K +1,000 +25%
WT
445
Whittier Trust
California
$93K +$43.3K +2,375 +95%
WAP
446
Wealthcare Advisory Partners
Pennsylvania
$91K +$87.1K +4,775 New
MHR
447
Matthew Hamilton Rosenberg
$90K – – –
CFN
448
Cordasco Financial Network
Florida
$84K – – –
SSB
449
Sandy Spring Bank
Maryland
$81K -$18.2K -1,000 -19%
KPCM
450
Kings Point Capital Management
New York
$80K – – –
16 17
18
19 20