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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFO
476
Allie Family Office
Florida
$389K – – –
AOWM
477
Alpha Omega Wealth Management
Virginia
$386K -$9.16K -390 -2%
TVAMP
478
Tennessee Valley Asset Management Partners
Tennessee
$385K -$148K -6,290 -27%
CAL
479
Capital Analysts LLC
Pennsylvania
$384K – – –
PIA
480
Perennial Investment Advisors
California
$379K +$17.9K +760 +5%
SMC
481
Smith, Moore & Co
Missouri
$379K +$235 +10 +0.1%
NHC
482
Nicholas Hoffman & Company
Georgia
$377K +$42.9K +1,825 +12%
MWM
483
Meridian Wealth Management
Kentucky
$376K +$3.64K +155 +0.9%
CWS
484
Cypress Wealth Services
California
$374K -$14.1K -600 -3%
TFGT
485
TS Financial Group (TSFG)
Illinois
$374K -$39.2K -1,670 -9%
MWM
486
Modera Wealth Management
New Jersey
$373K -$22.2K -945 -5%
ST
487
Sageworth Trust
Pennsylvania
$373K – – –
FDCDDQ
488
Federation des caisses Desjardins du Quebec
Quebec, Canada
$372K -$17.6K -750 -4%
DAS
489
Dynamic Advisor Solutions
Arizona
$371K -$5.4K -230 -1%
FWA
490
Flagship Wealth Advisors
Massachusetts
$369K +$387K +16,455 New
CPIG
491
Chicago Partners Investment Group
Illinois
$368K +$3.76K +160 +1%
WP
492
WealthShield Partners
North Carolina
$366K -$440K -18,735 -53%
MOS
493
MGO One Seven
Ohio
$366K -$7.4K -315 -2%
SFG
494
Shum Financial Group
California
$365K +$18.4K +785 +5%
BCM
495
Brookstone Capital Management
Illinois
$361K -$81.2K -3,455 -18%
HA
496
Hanover Advisors
South Carolina
$359K -$17.7K -755 -5%
IWA
497
Icon Wealth Advisors
Texas
$358K +$375K +15,965 New
FA
498
Fountainhead AM
New Jersey
$358K +$375K +15,950 New
WTA
499
Washington Trust Advisors
Massachusetts
$357K – – –
PIM
500
Penobscot Investment Management
Massachusetts
$355K -$182K -7,750 -33%
18 19
20
21 22