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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
501
Trust Company
Kansas
$397K -$4.54K -215 -1%
KFS
502
Kelly Financial Services
Massachusetts
$396K +$417K +19,735 New
TVAMP
503
Tennessee Valley Asset Management Partners
Tennessee
$392K +$167K +7,920 +68%
CPFP
504
Clear Perspectives Financial Planning
Ohio
$391K +$411K +19,475 New
JGIA
505
Jackson Grant Investment Advisers
Connecticut
$389K +$109K +5,165 +36%
SWM
506
Selective Wealth Management
Virginia
$388K +$395K +18,715 +2,994%
HIM
507
Hanlon Investment Management
New Jersey
$384K +$404K +19,130 New
MFS
508
Madrona Financial Services
Washington
$381K +$401K +18,975 New
MWM
509
Merriman Wealth Management
Washington
$379K – – –
VCP
510
Verus Capital Partners
Arizona
$377K +$396K +18,745 New
KIA
511
KCM Investment Advisors
California
$374K +$393K +18,625 New
KWA
512
Kellett Wealth Advisors
Ohio
$373K -$47.6K -2,255 -11%
MWM
513
Modera Wealth Management
New Jersey
$373K – – –
CIA
514
Capital Investment Advisors
Georgia
$373K +$51.3K +2,430 +15%
ZIG
515
Zullo Investment Group
Pennsylvania
$372K – – –
MWM
516
Meridian Wealth Management
Kentucky
$372K +$391K +18,515 New
MW
517
Marcum Wealth
Ohio
$367K +$1.16K +55 +0.3%
LWAC
518
Laurel Wealth Advisors (California)
California
$366K +$386K +18,265 New
MIC
519
Means Investment Company
Maine
$365K +$2.75K +130 +0.7%
CAM
520
Covenant Asset Management
New Jersey
$364K +$15.5K +735 +4%
FCM
521
Firestone Capital Management
Florida
$362K – – –
QPWM
522
Quadrant Private Wealth Management
Pennsylvania
$360K +$379K +17,930 New
ACK
523
Andrew C. Karlinski
$358K – – –
MCA
524
Magnolia Capital Advisors
Mississippi
$353K -$85.1K -4,030 -19%
RMCM
525
Reynders McVeigh Capital Management
Massachusetts
$347K +$122K +5,755 +50%
19 20
21
22 23