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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
C1AG
426
Client 1st Advisory Group
Florida
$616K +$116K +5,650 +24%
AIA
427
Avalon Investment & Advisory
Texas
$613K – – –
BDF
428
Black Diamond Financial
Maryland
$611K – – –
SWA
429
Stratos Wealth Advisors
Ohio
$606K -$268K -13,105 -31%
KTC
430
Kistler-Tiffany Companies
Pennsylvania
$603K +$716 +35 +0.1%
CAN
431
Claraphi Advisory Network
United States
$601K +$590K +28,830 New
BPA
432
Beacon Pointe Advisors
California
$601K +$589K +28,805 New
FNWM
433
Financial Network Wealth Management
Utah
$595K -$409 -20 -0.1%
PWP
434
Pursue Wealth Partners
California
$591K – – –
SWM
435
Sugarloaf Wealth Management
Georgia
$588K -$49.2K -2,405 -8%
SB
436
Strategic Blueprint
Georgia
$571K -$1.67M -81,590 -75%
WB
437
WesBanco Bank
West Virginia
$571K +$16.8K +820 +3%
AG
438
Ascent Group
Virginia
$571K +$117K +5,695 +26%
TA
439
TrueWealth Advisors
Alabama
$571K -$272K -13,315 -33%
AIM
440
Anchor Investment Management
South Carolina
$568K +$25.2K +1,230 +5%
SC
441
Savant Capital
Illinois
$568K -$33.7K -1,645 -5%
WIM
442
WealthPlan Investment Management
Nebraska
$567K -$18.3K -895 -3%
BHPW
443
Beverly Hills Private Wealth
California
$566K +$555K +27,145 New
WP
444
WealthPLAN Partners
Nebraska
$564K +$549K +26,830 New
BWM
445
BCS Wealth Management
Tennessee
$559K -$20.9K -1,020 -4%
HWMA
446
Heritage Wealth Management (Arizona)
Arizona
$557K +$519K +25,375 +1,873%
PVAMC
447
PPS&V Asset Management Consultants
Michigan
$548K +$538K +26,290 New
CAM
448
Cresset Asset Management
Illinois
$543K -$25.6K -1,250 -5%
SIC
449
Sigma Investment Counselors
Michigan
$537K +$21K +1,025 +4%
AIM
450
Astor Investment Management
Illinois
$533K +$523K +25,565 New
16 17
18
19 20