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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
1NWS
476
1 North Wealth Services
Maryland
$535K +$9.72K +365 +2%
GWMR
477
GC Wealth Management RIA
Massachusetts
$531K – – –
PSF
478
Pacific Sun Financial
California
$531K – – –
CBA
479
Coastal Bridge Advisors
Connecticut
$530K -$23.6K -885 -4%
BF
480
Baring Financial
Washington
$529K +$2K +75 +0.4%
HCM
481
Hengehold Capital Management
Ohio
$520K +$932 +35 +0.2%
WIM
482
WealthPlan Investment Management
Nebraska
$512K +$502K +18,875 New
AC
483
Apella Capital
Connecticut
$509K +$506K +19,005 New
ZIG
484
Zullo Investment Group
Pennsylvania
$509K – – –
SFG
485
SNS Financial Group
Minnesota
$507K -$18K -675 -3%
ET
486
Equitable Trust
Tennessee
$507K – – –
MWM
487
Meridian Wealth Management
Kentucky
$501K +$1.86K +70 +0.4%
SDWIA
488
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$499K +$213K +8,000 +77%
HWA
489
HCR Wealth Advisors
California
$495K -$54.6K -2,050 -10%
RIA
490
Richwood Investment Advisors
Ohio
$494K +$1.93M +72,410 +391%
SWM
491
Steinberganna Wealth Management
New York
$493K -$27K -1,015 -5%
RSF
492
Rik Saylor Financial
Ohio
$493K +$665 +25 +0.1%
EI
493
EFG International
$491K +$455K +17,100 +1,710%
FLPIM
494
F.L. Putnam Investment Management
Massachusetts
$490K -$132K -4,960 -22%
LPAM
495
Lodestar Private Asset Management
California
$490K -$25.4K -955 -5%
AWC
496
Abundance Wealth Counselors
Pennsylvania
$489K -$33.9K -1,275 -7%
FCM
497
Firestone Capital Management
Florida
$489K – – –
SFG
498
Shum Financial Group
California
$487K +$22.2K +835 +5%
SCM
499
Sunbeam Capital Management
Georgia
$487K +$477K +17,935 New
NGA
500
Naples Global Advisors
Florida
$484K – – –
18 19
20
21 22