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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
501
HCR Wealth Advisors
California
$499K – – –
RIA
502
Richwood Investment Advisors
Ohio
$499K -$1.98M -72,760 -80%
LPAM
503
Lodestar Private Asset Management
California
$498K +$3.05K +112 +0.6%
RBFC
504
Roman Butler Fullerton & Co
Missouri
$497K +$816 +30 +0.2%
SFG
505
Shum Financial Group
California
$496K +$4.38K +161 +0.9%
AWC
506
Abundance Wealth Counselors
Pennsylvania
$494K – – –
FCM
507
Firestone Capital Management
Florida
$493K – – –
SWM
508
Steinberganna Wealth Management
New York
$487K -$10.7K -395 -2%
AWA
509
Arete Wealth Advisors
Illinois
$487K +$483K +17,762 New
DA
510
Detalus Advisors
Missouri
$487K +$254K +9,331 +111%
BFG
511
Bleakley Financial Group
New Jersey
$486K +$482K +17,730 New
MMA
512
Miracle Mile Advisors
California
$483K +$480K +17,635 New
VNA
513
Valley National Advisers
Pennsylvania
$482K +$8.54K +314 +2%
GP
514
Greenline Partners
New York
$479K – – –
PWP
515
Pursue Wealth Partners
California
$479K – – –
SFP
516
Shepherd Financial Partners
Massachusetts
$478K – – –
EFM
517
Eley Financial Management
Vermont
$478K +$4.08K +150 +0.9%
NGA
518
Naples Global Advisors
Florida
$478K -$10.9K -400 -2%
PIA
519
Perennial Investment Advisors
California
$477K -$8.43K -310 -2%
CSP
520
Cary Street Partners
Virginia
$474K -$9.36K -344 -2%
RSF
521
Rik Saylor Financial
Ohio
$474K -$24.5K -900 -5%
CNBTD
522
Citizens National Bank Trust Department
Mississippi
$473K – – –
AWM
523
Apollon Wealth Management
South Carolina
$471K +$216K +7,960 +86%
FFS
524
Founders Financial Securities
Maryland
$467K – – –
SIM
525
Synergy Investment Management
Florida
$467K +$56.7K +2,086 +14%
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