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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
426
Carret Asset Management
New York
$253K +$490 +25 +0.2%
MWM
427
Minot Wealth Management
Massachusetts
$253K +$34.3K +1,750 +16%
PWM
428
PBMares Wealth Management
Virginia
$250K +$243K +12,375 New
WP
429
WealthShield Partners
North Carolina
$248K – – –
AM
430
Atwater Malick
Pennsylvania
$246K +$239K +12,165 New
IC
431
IEQ Capital
California
$245K – – –
NRW
432
Nova R Wealth
Kansas
$242K +$235K +12,000 New
NHC
433
Nicholas Hoffman & Company
Georgia
$240K +$2.45K +125 +1%
RTS
434
Round Table Services
New Jersey
$239K – – –
SIAM
435
Sterling Investment Advisors (Missouri)
Missouri
$239K – – –
CA
436
CGN Advisors
Kansas
$237K – – –
HSA
437
HBK Sorce Advisory
Pennsylvania
$236K -$110K -5,595 -32%
TVAMP
438
Tennessee Valley Asset Management Partners
Tennessee
$235K – – –
WCM
439
WealthBridge Capital Management
Ohio
$235K +$1.18K +60 +0.5%
SSWM
440
Smith Salley Wealth Management
North Carolina
$234K – – –
PPA
441
Parametric Portfolio Associates
Washington
$234K +$14.2K +725 +7%
RMCM
442
Reynders McVeigh Capital Management
Massachusetts
$233K +$226K +11,530 New
WT
443
Whittier Trust
California
$232K +$130K +6,615 +136%
OWA
444
Octavia Wealth Advisors
Ohio
$230K – – –
TA
445
Tectonic Advisors
Texas
$229K -$772K -39,365 -78%
AL
446
Aspiriant LLC
California
$229K – – –
AWE
447
Avidian Wealth Enterprises
Texas
$228K +$221K +11,270 New
CAM
448
Cresset Asset Management
Illinois
$226K -$31.1K -1,585 -12%
IA
449
Insight Advisors
Pennsylvania
$226K +$490 +25 +0.2%
WCA
450
Waypoint Capital Advisors
Minnesota
$225K +$219K +11,160 New
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