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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
451
FSA Wealth Management
Massachusetts
$46K +$44.6K +2,635 New
WT
452
Whittier Trust
California
$44K +$42.3K +2,500 New
CWAF
453
Core Wealth Advisors (Florida)
Florida
$43K – – –
GI
454
Gradient Investments
Minnesota
$42K – – –
SFSIG
455
San Francisco Sentry Investment Group
California
$41K – – –
ETI
456
Enterprise Trust & Investment
California
$40K – – –
MF
457
Manchester Financial
California
$40K – – –
CAAS
458
Capital Asset Advisory Services
Michigan
$37K +$85 +5 +0.2%
BAM
459
Bellevue Asset Management
Washington
$34K – – –
MCC
460
Money Concepts Capital
Florida
$32K +$31.1K +1,835 New
CWC
461
Carolinas Wealth Consulting
North Carolina
$29K -$22.8K -1,345 -45%
JPLA
462
Joseph P. Lucia & Associates
New York
$29K +$27.8K +1,640 New
AWM
463
AllSquare Wealth Management
New York
$27K -$4.24K -250 -14%
SIC
464
Salem Investment Counselors
North Carolina
$26K – – –
PFGIA
465
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$9.23K +545 +61%
PWM
466
Perigon Wealth Management
California
$23K +$22K +1,300 New
RCA
467
Rowland Carmichael Advisors
Arizona
$22K – – –
RBC
468
Roble Belko & Company
Pennsylvania
$21K – – –
SIS
469
Sound Income Strategies
Florida
$21K – – –
RA
470
Reby Advisors
Connecticut
$21K +$19.9K +1,175 New
BCWM
471
Bartlett & Co Wealth Management
Ohio
$20.4K – – –
BC
472
Bartlett & Co
Ohio
$20K – – –
ACA
473
Aptus Capital Advisors
Alabama
$18K -$14.2K -840 -44%
HWM
474
HighMark Wealth Management
Minnesota
$18K -$10.3K -610 -37%
EDRH
475
Edmond de Rothschild Holding
Switzerland
$18K – – –
17 18
19
20 21