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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
501
Family Capital Trust
Massachusetts
$297K – – –
WT
502
Whittier Trust
California
$296K – – –
PPP
503
Private Portfolio Partners
New Jersey
$295K -$20.5K -1,000 -6%
GA
504
Greytown Advisors
Florida
$295K – – –
BWM
505
Birchcreek Wealth Management
Ohio
$292K -$206K -10,045 -40%
PIA
506
Perennial Investment Advisors
California
$290K – – –
NHC
507
Nicholas Hoffman & Company
Georgia
$289K – – –
MPW
508
Monterey Private Wealth
California
$288K – – –
SCM
509
SOL Capital Management
Maryland
$287K – – –
BC
510
Barrett & Company
Rhode Island
$286K – – –
LOIP
511
Live Oak Investment Partners
Texas
$286K – – –
MCA
512
Magnolia Capital Advisors
Mississippi
$285K -$13.3K -650 -4%
DJYG
513
David J. Yvars Group
Florida
$284K -$76.7K -3,750 -21%
BFA
514
Beacon Financial Advisory
Ohio
$283K -$1.53K -75 -0.5%
WA
515
Wealthstar Advisors
Texas
$276K – – –
QPWM
516
Quadrant Private Wealth Management
Pennsylvania
$276K -$15.8K -770 -5%
GI
517
Gradient Investments
Minnesota
$274K – – –
JIC
518
Johnson Investment Counsel
Ohio
$274K – – –
CW
519
CreativeOne Wealth
Kansas
$274K -$40.9K -2,000 -13%
VWA
520
Visionary Wealth Advisors
Illinois
$273K -$13.3K -650 -4%
MW
521
Marcum Wealth
Ohio
$271K – – –
AWM
522
Apollon Wealth Management
South Carolina
$270K -$1.01M -49,165 -78%
FIM
523
Fernwood Investment Management
Massachusetts
$267K -$10.2K -500 -4%
WSTAM
524
Wilbanks Smith & Thomas Asset Management
Virginia
$267K -$19K -930 -6%
AWE
525
Avidian Wealth Enterprises
Texas
$265K +$29.3K +1,430 +12%
19 20
21
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