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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
451
PBMares Wealth Management
Virginia
$265K – – –
FCFC
452
First Citizens Financial Corp
Iowa
$260K -$77.6K -3,740 -24%
SSWM
453
Smith Salley Wealth Management
North Carolina
$260K +$11.3K +545 +5%
ZB
454
Zions Bancorporation
Utah
$259K -$518K -24,975 -67%
CS
455
Credit Suisse
Switzerland
$259K +$251K +12,115 New
B
456
Bensler
Washington
$258K +$250K +12,045 New
CAM
457
Carret Asset Management
New York
$257K -$10.4K -500 -4%
NRW
458
Nova R Wealth
Kansas
$257K – – –
OWA
459
Octavia Wealth Advisors
Ohio
$256K +$12.5K +600 +5%
NHC
460
Nicholas Hoffman & Company
Georgia
$255K +$934 +45 +0.4%
RTS
461
Round Table Services
New Jersey
$253K – – –
SIAM
462
Sterling Investment Advisors (Missouri)
Missouri
$253K – – –
PGFC
463
Peapack-Gladstone Financial Corp
New Jersey
$253K +$245K +11,825 New
WCM
464
WealthBridge Capital Management
Ohio
$250K +$519 +25 +0.2%
PA
465
PSI Advisors
Florida
$249K +$51.2K +2,465 +27%
TVAMP
466
Tennessee Valley Asset Management Partners
Tennessee
$248K +$104 +5 +0%
RMCM
467
Reynders McVeigh Capital Management
Massachusetts
$246K – – –
CA
468
CGN Advisors
Kansas
$244K -$6.23K -300 -3%
AL
469
Aspiriant LLC
California
$244K +$934 +45 +0.4%
AWE
470
Avidian Wealth Enterprises
Texas
$241K +$104 +5 +0%
UCMOK
471
United Capital Management of KS
Kansas
$241K +$7.16K +345 +3%
WCA
472
Waypoint Capital Advisors
Minnesota
$239K – – –
CHA
473
Carmichael Hill & Associates
Maryland
$238K +$311 +15 +0.1%
FCI
474
Financial Counselors Inc
Kansas
$237K – – –
MWM
475
Minot Wealth Management
Massachusetts
$235K -$32.2K -1,550 -12%
17 18
19
20 21