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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
426
Richwood Investment Advisors
Ohio
$480K – – –
ARC
427
Advisor Resource Council
Texas
$478K +$215K +10,475 +83%
WP
428
WealthSource Partners
California
$475K -$188K -9,140 -28%
TA
429
TrueWealth Advisors
Alabama
$472K -$85.6K -4,170 -15%
PGFC
430
Peapack-Gladstone Financial Corp
New Jersey
$471K – – –
NGA
431
Naples Global Advisors
Florida
$470K -$13.8K -670 -3%
CAG
432
Csenge Advisory Group
Florida
$469K -$202K -9,820 -30%
KIA
433
KCM Investment Advisors
California
$465K – – –
DJYG
434
David J. Yvars Group
Florida
$461K +$2.15K +105 +0.5%
GWM
435
Greenwich Wealth Management
Connecticut
$459K +$31.8K +1,550 +7%
FFA
436
Farther Finance Advisors
California
$442K +$150K +7,330 +51%
SFA
437
Sequoia Financial Advisors
Ohio
$441K -$51.1K -2,490 -10%
CWM
438
Calamos Wealth Management
Illinois
$441K -$50.7M -2,468,055 -99%
TP
439
Tranquility Partners
Tennessee
$440K – – –
TW
440
TrinityPoint Wealth
Connecticut
$432K – – –
MA
441
MCF Advisors
Kentucky
$432K – – –
CCM
442
Coldstream Capital Management
Washington
$431K -$7.39K -360 -2%
CA
443
Claro Advisors
Massachusetts
$430K +$434K +21,135 New
SWA
444
Stratos Wealth Advisors
Ohio
$428K -$165K -8,030 -28%
FDCDDQ
445
Federation des caisses Desjardins du Quebec
Quebec, Canada
$426K +$5.44K +265 +1%
CWP
446
CFM Wealth Partners
Texas
$425K -$12.1K -590 -3%
KFP
447
KMG Fiduciary Partners
Ohio
$424K -$38.2K -1,860 -8%
DAS
448
Dynamic Advisor Solutions
Arizona
$421K -$239K -11,640 -36%
MWM
449
Merriman Wealth Management
Washington
$418K +$35.4K +1,725 +9%
FB
450
Fulton Bank
Pennsylvania
$415K +$215K +10,465 +105%
16 17
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