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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
476
NorthRock Partners
Minnesota
$354K – – –
GP
477
Greenline Partners
New York
$352K – – –
OSAM
478
O'Shaughnessy Asset Management
Connecticut
$350K +$349K +17,350 New
CPSAC
479
Chas P. Smith & Associates (CPS)
Florida
$348K -$55.3K -2,750 -14%
LSPW
480
Lake Street Private Wealth
Illinois
$348K -$28.9K -1,435 -8%
VPP
481
Vertex Planning Partners
Illinois
$348K -$2.21K -110 -0.6%
CAM
482
Covenant Asset Management
New Jersey
$345K – – –
CHA
483
Carmichael Hill & Associates
Maryland
$341K +$403 +20 +0.1%
DAS
484
Dynamic Advisor Solutions
Arizona
$340K -$77.9K -3,870 -19%
MBT
485
Montecito Bank & Trust
California
$334K – – –
OA
486
Operose Advisors
Wisconsin
$330K +$330K +16,385 New
CPA
487
Cardiff Park Advisors
California
$325K – – –
QCM
488
Quantinno Capital Management
New York
$325K – – –
PWMA
489
Pension & Wealth Management Advisors
Massachusetts
$322K – – –
PCIA
490
Prime Capital Investment Advisors
Kansas
$322K +$321K +15,950 New
PPP
491
Private Portfolio Partners
New Jersey
$321K -$12.4K -615 -4%
IAIM
492
International Assets Investment Management
Florida
$321K -$805 -40 -0.3%
WTA
493
Washington Trust Advisors
Massachusetts
$321K – – –
PCWA
494
Pacific Capital Wealth Advisors
California
$320K – – –
CCM
495
Coldstream Capital Management
Washington
$320K -$107K -5,310 -25%
CW
496
CreativeOne Wealth
Kansas
$319K -$363K -18,015 -53%
JWA
497
JFS Wealth Advisors
Pennsylvania
$318K +$60.2K +2,990 +23%
MCA
498
Magnolia Capital Advisors
Mississippi
$315K +$8.25K +410 +3%
AAS
499
Ameritas Advisory Services
Nebraska
$314K +$11K +545 +4%
SWA
500
Sutton Wealth Advisors
Florida
$312K +$58K +2,880 +23%
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