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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
501
Lodestar Private Asset Management
California
$498K +$3.05K +112 +0.6%
RBFC
502
Roman Butler Fullerton & Co
Missouri
$497K +$816 +30 +0.2%
SFG
503
Shum Financial Group
California
$496K +$4.38K +161 +0.9%
AWC
504
Abundance Wealth Counselors
Pennsylvania
$494K – – –
FCM
505
Firestone Capital Management
Florida
$493K – – –
SWM
506
Steinberganna Wealth Management
New York
$487K -$10.7K -395 -2%
AWA
507
Arete Wealth Advisors
Illinois
$487K +$483K +17,762 New
DA
508
Detalus Advisors
Missouri
$487K +$254K +9,331 +111%
BFG
509
Bleakley Financial Group
New Jersey
$486K +$482K +17,730 New
MMA
510
Miracle Mile Advisors
California
$483K +$480K +17,635 New
VNA
511
Valley National Advisers
Pennsylvania
$482K +$8.54K +314 +2%
GP
512
Greenline Partners
New York
$479K – – –
PWP
513
Pursue Wealth Partners
California
$479K – – –
SFP
514
Shepherd Financial Partners
Massachusetts
$478K – – –
EFM
515
Eley Financial Management
Vermont
$478K +$4.08K +150 +0.9%
NGA
516
Naples Global Advisors
Florida
$478K -$10.9K -400 -2%
PIA
517
Perennial Investment Advisors
California
$477K -$8.43K -310 -2%
CSP
518
Cary Street Partners
Virginia
$474K -$9.36K -344 -2%
RSF
519
Rik Saylor Financial
Ohio
$474K -$24.5K -900 -5%
CNBTD
520
Citizens National Bank Trust Department
Mississippi
$473K – – –
AWM
521
Apollon Wealth Management
South Carolina
$471K +$216K +7,960 +86%
FFS
522
Founders Financial Securities
Maryland
$467K – – –
SIM
523
Synergy Investment Management
Florida
$467K +$56.7K +2,086 +14%
LFG
524
Larson Financial Group
Missouri
$466K +$1.85K +68 +0.4%
TA
525
TrueWealth Advisors
Alabama
$462K – – –
19 20
21
22 23