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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
501
TIAA FSB
Florida
$309K -$59.1K -2,935 -16%
HH
502
Hilltop Holdings
Texas
$309K +$45.3K +2,250 +17%
MG
503
Mather Group
Illinois
$306K +$305K +15,175 New
AM
504
Atwater Malick
Pennsylvania
$305K – – –
CNBTD
505
Citizens National Bank Trust Department
Mississippi
$305K – – –
FCT
506
Family Capital Trust
Massachusetts
$302K – – –
WT
507
Whittier Trust
California
$302K – – –
LOIP
508
Live Oak Investment Partners
Texas
$302K – – –
SFA
509
Sequoia Financial Advisors
Ohio
$301K -$136K -6,755 -31%
GA
510
Greytown Advisors
Florida
$297K – – –
PIA
511
Perennial Investment Advisors
California
$295K – – –
NHC
512
Nicholas Hoffman & Company
Georgia
$295K +$1.21K +60 +0.4%
DC
513
Davenport & Co
Virginia
$294K -$4.23K -210 -1%
MPW
514
Monterey Private Wealth
California
$293K +$503 +25 +0.2%
AA
515
Advisory Alpha
Michigan
$293K +$11.1K +550 +4%
QPWM
516
Quadrant Private Wealth Management
Pennsylvania
$293K -$30.6K -1,520 -9%
SCM
517
SOL Capital Management
Maryland
$292K – – –
BC
518
Barrett & Company
Rhode Island
$292K +$1.21K +60 +0.4%
VWA
519
Visionary Wealth Advisors
Illinois
$292K -$10.1K -500 -3%
WSTAM
520
Wilbanks Smith & Thomas Asset Management
Virginia
$291K +$101 +5 +0%
BFA
521
Beacon Financial Advisory
Ohio
$290K -$1.51K -75 -0.5%
HZ
522
Hixon Zuercher
Ohio
$283K – – –
FIM
523
Fernwood Investment Management
Massachusetts
$282K – – –
WA
524
Wealthstar Advisors
Texas
$281K -$7.45K -370 -3%
PWM
525
Perigon Wealth Management
California
$281K -$1.1M -54,540 -80%
19 20
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