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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
451
Sequoia Financial Advisors
Ohio
$422K -$12.1K -525 -3%
FCM
452
Firestone Capital Management
Florida
$422K – – –
TSWM
453
Tyler-Stone Wealth Management
Ohio
$421K +$69.5K +3,015 +20%
LPAM
454
Lodestar Private Asset Management
California
$419K +$97.2K +4,220 +31%
CWM
455
Concentrum Wealth Management
California
$415K +$52.4K +2,275 +15%
CAL
456
Capital Analysts LLC
Pennsylvania
$414K – – –
EFM
457
Eley Financial Management
Vermont
$412K -$16K -695 -4%
GP
458
Greenline Partners
New York
$410K – – –
PWP
459
Pursue Wealth Partners
California
$410K – – –
DAS
460
Diversify Advisory Services
Utah
$408K +$391K +16,950 New
TC
461
Trust Company
Kansas
$407K – – –
BWM
462
Birchcreek Wealth Management
Ohio
$407K -$6.57K -285 -2%
CPW
463
Cove Private Wealth
New York
$404K – – –
AOWM
464
Alpha Omega Wealth Management
Virginia
$403K – – –
ATPW
465
Ashton Thomas Private Wealth
Arizona
$401K -$17.6K -765 -4%
MWM
466
Mission Wealth Management
California
$398K +$1.84K +80 +0.5%
NHC
467
Nicholas Hoffman & Company
Georgia
$396K +$1.38K +60 +0.4%
PIA
468
Perennial Investment Advisors
California
$396K – – –
TA
469
TrueWealth Advisors
Alabama
$395K +$84K +3,645 +28%
LOIP
470
Live Oak Investment Partners
Texas
$393K +$23K +1,000 +6%
MWM
471
Meridian Wealth Management
Kentucky
$391K -$4.03K -175 -1%
TFGT
472
TS Financial Group (TSFG)
Illinois
$390K – – –
ST
473
Sageworth Trust
Pennsylvania
$389K – – –
FWA
474
Flagship Wealth Advisors
Massachusetts
$388K +$1.38K +60 +0.4%
CIA
475
Capital Investment Advisors
Georgia
$388K +$691 +30 +0.2%
17 18
19
20 21