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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
501
TS Financial Group (TSFG)
Illinois
$393K +$219K +10,690 +131%
MWM
502
Merriman Wealth Management
Washington
$393K – – –
WA
503
Wealth Alliance
New York
$392K -$2.05M -100,080 -84%
FCA
504
FLC Capital Advisors
California
$390K -$180K -8,805 -32%
MIC
505
Means Investment Company
Maine
$388K +$3.89K +190 +1%
ZIG
506
Zullo Investment Group
Pennsylvania
$386K – – –
TC
507
Trust Company
Kansas
$384K -$49.8K -2,435 -12%
QPWM
508
Quadrant Private Wealth Management
Pennsylvania
$384K +$377K +18,415 New
MW
509
Marcum Wealth
Ohio
$383K +$1.02K +50 +0.3%
MWM
510
Modera Wealth Management
New Jersey
$380K -$7.37K -360 -2%
CFD
511
Creative Financial Designs
Indiana
$376K -$48.8K -2,385 -12%
FCM
512
Firestone Capital Management
Florida
$375K – – –
AWAG
513
ARS Wealth Advisors Group
Florida
$374K -$233K -11,390 -39%
VBFP
514
Valtinson Bruner Financial Planning
Minnesota
$372K +$1.74K +85 +0.5%
MWM
515
Meridian Wealth Management
Kentucky
$371K +$10.2K +500 +3%
NEPWA
516
New England Private Wealth Advisors
Massachusetts
$368K +$361K +17,645 New
NP
517
NorthRock Partners
Minnesota
$367K – – –
GP
518
Greenline Partners
New York
$364K +$358K +17,480 New
ES
519
Eagle Strategies
New York
$363K +$357K +17,430 New
SMC
520
Smith, Moore & Co
Missouri
$360K +$716 +35 +0.2%
VPP
521
Vertex Planning Partners
Illinois
$359K +$353K +17,240 New
CAM
522
Covenant Asset Management
New Jersey
$357K -$20.5K -1,000 -6%
ACM
523
Advisors Capital Management
New Jersey
$356K – – –
CIAS
524
CFS Investment Advisory Services
New Jersey
$350K -$3.51M -171,300 -91%
MWP
525
Madison Wealth Partners
Wisconsin
$348K +$6.96K +340 +2%
19 20
21
22 23