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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
501
BOK Financial
Oklahoma
$367K -$57.2K -2,830 -12%
PIA
502
Perennial Investment Advisors
California
$367K +$108K +5,335 +36%
MM
503
Meridian Management
Arkansas
$365K – – –
ACM
504
Advisors Capital Management
New Jersey
$360K +$345K +17,095 New
PWM
505
PBMares Wealth Management
Virginia
$358K +$147K +7,260 +59%
LSPW
506
Lake Street Private Wealth
Illinois
$352K +$64.9K +3,210 +20%
MFS
507
Madrona Financial Services
Washington
$351K +$5.05K +250 +1%
TVAMP
508
Tennessee Valley Asset Management Partners
Tennessee
$348K -$9.29K -460 -2%
MWM
509
Merriman Wealth Management
Washington
$344K – – –
MWM
510
Modera Wealth Management
New Jersey
$339K – – –
ZIG
511
Zullo Investment Group
Pennsylvania
$338K – – –
MIC
512
Means Investment Company
Maine
$336K +$4.45K +220 +1%
MW
513
Marcum Wealth
Ohio
$335K +$1.21K +60 +0.3%
CAM
514
Covenant Asset Management
New Jersey
$331K – – –
FCM
515
Firestone Capital Management
Florida
$329K – – –
VBFP
516
Valtinson Bruner Financial Planning
Minnesota
$326K +$104K +5,155 +41%
MCA
517
Magnolia Capital Advisors
Mississippi
$322K -$101 -5 -0%
NP
518
NorthRock Partners
Minnesota
$321K -$93.4K -4,620 -21%
MWM
519
Meridian Wealth Management
Kentucky
$316K -$24.4K -1,205 -7%
WCM
520
WealthBridge Capital Management
Ohio
$315K – – –
SMC
521
Smith, Moore & Co
Missouri
$315K +$19.5K +965 +6%
IC
522
IEQ Capital
California
$311K +$345K +17,060 New
FCI
523
Financial Counselors Inc
Kansas
$303K +$56.4K +2,790 +20%
TPWA
524
TRUE Private Wealth Advisors
Oregon
$301K -$82.5K -4,085 -20%
SAM
525
Strategic Asset Management
Minnesota
$301K +$299K +14,820 +904%
19 20
21
22 23