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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
476
Cascade Investment Advisors
Oregon
$18.8K – – –
CAL
477
Capital Analysts LLC
Pennsylvania
$18K -$8.08K -430 -31%
MPWT
478
MassMutual Private Wealth & Trust
Connecticut
$17K – – –
IAS
479
IMA Advisory Services
Colorado
$16K – – –
MSFP
480
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
SCA
481
Stonebridge Capital Advisors
Minnesota
$12K -$2.63K -140 -18%
GFPC
482
Global Financial Private Capital
Florida
$12K +$11.7K +620 New
EAM
483
Eukles Asset Management
Ohio
$11K – – –
GEA
484
Glen Eagle Advisors
New Jersey
$10.5K – – –
SCA
485
Stuart Chaussee & Associates
California
$10K – – –
GAM
486
Gemmer Asset Management
California
$10K +$94 +5 +1%
GI
487
Gradient Investments
Minnesota
$9K – – –
RWG
488
Regal Wealth Group
California
$9K +$94 +5 +1%
WB
489
Webster Bank
Connecticut
$6K – – –
TCOV
490
Trust Company of Vermont
Vermont
$5K – – –
RMC
491
Resources Management Corp
Connecticut
$5K +$4.7K +250 New
FGAM
492
Financial Gravity Asset Management
Texas
$2K – – –
SWP
493
Strategic Wealth Partners
Ohio
$14 +$14.2K +755 New
OIM
494
Opus Investment Management
Massachusetts
– -$1.02M -137,790 Closed
NFG
495
Noven Financial Group
Colorado
– -$2.19M -115,790 Closed
KTA
496
Keeley-Teton Advisors
Illinois
– -$1.4M -74,000 Closed
PWP
497
Personal Wealth Partners
Minnesota
– -$544K -55,510 Closed
RCAG
498
Rehmann Capital Advisory Group
Michigan
– -$905K -47,860 Closed
PS
499
Portfolio Strategies
New York
– -$643K -34,035 Closed
BWM
500
BerganKDV Wealth Management
Minnesota
– -$466K -24,655 Closed
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