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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
ITG
476
Index Technologies Group
New York
$556K -$117K -4,299 -17%
SDWIA
477
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$550K +$45.4K +1,670 +9%
1NWS
478
1 North Wealth Services
Maryland
$549K +$8.84K +325 +2%
PA
479
PFG Advisors
Arizona
$549K -$149K -5,472 -21%
MM
480
Meridian Management
Arkansas
$548K – – –
SAW
481
Signal Advisors Wealth
Michigan
$546K +$234K +8,590 +76%
NWA
482
Navis Wealth Advisors
New York
$546K – – –
CHAM
483
Clear Harbor Asset Management
Connecticut
$543K – – –
RPGK
484
Retirement Planning Group (Kansas)
Kansas
$537K -$144K -5,303 -21%
BF
485
Baring Financial
Washington
$537K +$2.09K +77 +0.4%
FLPIM
486
F.L. Putnam Investment Management
Massachusetts
$536K +$21.8K +803 +4%
CBA
487
Coastal Bridge Advisors
Connecticut
$536K +$462 +17 +0.1%
PSF
488
Pacific Sun Financial
California
$536K – – –
SI
489
Stephens Inc
Arkansas
$534K -$340K -12,500 -39%
AC
490
Apella Capital
Connecticut
$533K -$1.22K -45 -0.2%
HOWA
491
Heritage Oak Wealth Advisors
Florida
$526K +$522K +19,196 New
BCM
492
Brookstone Capital Management
Illinois
$521K +$49.3K +1,814 +11%
HCM
493
Hengehold Capital Management
Ohio
$521K -$4.41K -162 -0.8%
ZIG
494
Zullo Investment Group
Pennsylvania
$514K – – –
ET
495
Equitable Trust
Tennessee
$512K – – –
MWM
496
Meridian Wealth Management
Kentucky
$508K +$1.71K +63 +0.3%
BRWA
497
B. Riley Wealth Advisors
Florida
$504K +$28.2K +1,036 +6%
GWM
498
Geneos Wealth Management
Colorado
$501K -$49.6K -1,825 -9%
HWA
499
HCR Wealth Advisors
California
$499K – – –
RIA
500
Richwood Investment Advisors
Ohio
$499K -$1.98M -72,760 -80%
18 19
20
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