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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
426
Avalon Investment & Advisory
Texas
$537K +$594K +29,400 New
AWAG
427
ARS Wealth Advisors Group
Florida
$536K – – –
BDF
428
Black Diamond Financial
Maryland
$535K – – –
CCA
429
Cobblestone Capital Advisors
New York
$533K +$6.06K +300 +1%
KTC
430
Kistler-Tiffany Companies
Pennsylvania
$527K +$2.42K +120 +0.4%
FNWM
431
Financial Network Wealth Management
Utah
$522K – – –
PWP
432
Pursue Wealth Partners
California
$517K – – –
BWM
433
BCS Wealth Management
Tennessee
$509K +$563K +27,855 New
FCA
434
FLC Capital Advisors
California
$502K +$556K +27,510 New
MA
435
MUFG Americas
New York
$501K +$5.05K +250 +0.9%
CAM
436
Cresset Asset Management
Illinois
$500K +$26.1K +1,290 +5%
SVWAG
437
Sound View Wealth Advisors Group
Georgia
$499K -$4.04K -200 -0.7%
DAS
438
Dynamic Advisor Solutions
Arizona
$498K +$115K +5,700 +26%
CAM
439
Concorde Asset Management
Michigan
$490K -$381K -18,845 -41%
AAS
440
Ameritas Advisory Services
Nebraska
$490K -$19.9K -985 -4%
KIA
441
KCM Investment Advisors
California
$488K +$164K +8,125 +44%
WB
442
WesBanco Bank
West Virginia
$485K -$16.6K -820 -3%
MCM
443
MAI Capital Management
Ohio
$483K +$909 +45 +0.2%
OSAM
444
O'Shaughnessy Asset Management
Connecticut
$479K -$566K -28,010 -52%
HFG
445
Heron Financial Group
New York
$479K -$2.02K -100 -0.4%
GWM
446
Greenwich Wealth Management
Connecticut
$475K +$272K +13,485 +107%
AIM
447
Anchor Investment Management
South Carolina
$475K +$24.4K +1,205 +5%
PG
448
Patten Group
Tennessee
$472K +$2.93K +145 +0.6%
TA
449
Tectonic Advisors
Texas
$470K -$808 -40 -0.2%
WIA
450
World Investment Advisors
California
$465K -$791K -39,130 -61%
16 17
18
19 20