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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
476
Patriot Financial Group Insurance Agency
Massachusetts
$27K – – –
WPA
477
West Paces Advisors
Georgia
$25.6K +$24.6K +1,350 New
RBC
478
Roble Belko & Company
Pennsylvania
$23K – – –
SIS
479
Sound Income Strategies
Florida
$22.2K – – –
BCWM
480
Bartlett & Co Wealth Management
Ohio
$22.1K – – –
BC
481
Bartlett & Co
Ohio
$22K – – –
HNB
482
Huntington National Bank
Ohio
$20K – – –
HWM
483
HighMark Wealth Management
Minnesota
$20K +$182 +10 +1%
ACA
484
Aptus Capital Advisors
Alabama
$19K -$1.37K -75 -7%
EDRH
485
Edmond de Rothschild Holding
Switzerland
$19K – – –
CQS
486
Credential Qtrade Securities
$18K – – –
IAS
487
IMA Advisory Services
Colorado
$16K – – –
FA
488
Faithward Advisors
Pennsylvania
$15K -$377K -20,680 -96%
GTAM
489
Global Trust Asset Management
Florida
$15K – – –
COCM
490
Charter Oak Capital Management
New Hampshire
$15K +$3.65K +200 +35%
CTC
491
Central Trust Company
Missouri
$14K -$41K -2,250 -75%
JCM
492
Jacobi Capital Management
Pennsylvania
$14K – – –
MSFP
493
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
EAM
494
Eukles Asset Management
Ohio
$11K – – –
TF
495
TimeScale Financial
Massachusetts
$11K +$10.7K +585 New
FHA
496
First Horizon Advisors
Tennessee
$11K +$11.3K +620 New
GEA
497
Glen Eagle Advisors
New Jersey
$10.2K +$638 +35 +7%
WWMSC
498
Wagner Wealth Management (South Carolina)
South Carolina
$10K – – –
RIA
499
RPG Investment Advisory
California
$10K +$4.56K +250 +83%
BFC
500
Bedel Financial Consulting
Indiana
$10K +$9.76K +535 New
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