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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
426
Kistler-Tiffany Companies
Pennsylvania
$578K -$30.6K -1,450 -5%
FNWM
427
Financial Network Wealth Management
Utah
$574K +$385K +18,250 +177%
PWP
428
Pursue Wealth Partners
California
$569K – – –
CAWM
429
Capital Advisors Wealth Management
Washington
$569K +$9.51K +450 +2%
SWM
430
Sugarloaf Wealth Management
Georgia
$566K – – –
OC
431
Oppenheimer & Co
New York
$566K +$84.4K +3,995 +17%
AAS
432
Ameritas Advisory Services
Nebraska
$558K +$103K +4,870 +21%
SVWAG
433
Sound View Wealth Advisors Group
Georgia
$552K -$103K -4,865 -15%
WB
434
WesBanco Bank
West Virginia
$550K -$158K -7,500 -21%
MA
435
MUFG Americas
New York
$546K – – –
CWP
436
CFM Wealth Partners
Texas
$546K +$76.1K +3,605 +15%
AWM
437
Altium Wealth Management
New York
$542K -$32.8K -1,555 -5%
MWM
438
Marion Wealth Management
Pennsylvania
$536K -$199K -9,410 -26%
DWM
439
Destination Wealth Management
California
$534K +$238K +11,275 +74%
MCM
440
MAI Capital Management
Ohio
$530K +$121K +5,750 +28%
HFG
441
Heron Financial Group
New York
$529K -$1.58K -75 -0.3%
CAM
442
Cresset Asset Management
Illinois
$524K +$326K +15,425 +145%
SFG
443
Sovereign Financial Group
Connecticut
$524K +$552K +26,110 New
CMI
444
Clare Market Investments
Texas
$522K +$549K +26,000 New
TA
445
Tectonic Advisors
Texas
$518K -$23K -1,090 -4%
MCCP
446
Mission Creek Capital Partners
California
$517K +$11.1K +525 +2%
KWM
447
Kingsview Wealth Management
Oregon
$512K +$90.9K +4,305 +20%
VCM
448
Virtue Capital Management
Tennessee
$511K +$538K +25,465 New
SP
449
Successful Portfolios
Florida
$510K +$536K +25,395 New
FHC
450
First Heartland Consultants
Missouri
$509K +$316K +14,965 +144%
16 17
18
19 20