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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
NRC
501
New Republic Capital
North Carolina
$311K -$70.4K -3,350 -19%
HH
502
Hilltop Holdings
Texas
$308K -$13.6K -645 -4%
SCA
503
Sandy Cove Advisors
Massachusetts
$308K +$294K +13,970 New
WT
504
Whittier Trust
California
$306K – – –
MWM
505
Mission Wealth Management
California
$304K -$27.4K -1,305 -9%
PIM
506
Penobscot Investment Management
Massachusetts
$301K +$287K +13,670 New
BWM
507
Birchcreek Wealth Management
Ohio
$301K +$28.9K +1,375 +11%
CW
508
CreativeOne Wealth
Kansas
$301K +$23.4K +1,115 +9%
FIM
509
Fernwood Investment Management
Massachusetts
$298K – – –
NAS
510
NWF Advisory Services
California
$297K +$21K +1,000 +8%
CA
511
Continuum Advisory
Idaho
$295K -$32.3K -1,535 -10%
WSTAM
512
Wilbanks Smith & Thomas Asset Management
Virginia
$294K +$72K +3,425 +34%
LWA
513
Lowe Wealth Advisors
Maryland
$292K -$2.63K -125 -0.9%
WA
514
Wambolt & Associates
Colorado
$292K -$169K -8,040 -38%
TA
515
TrueWealth Advisors
Alabama
$291K – – –
ZB
516
Zions Bancorporation
Utah
$288K -$1.53M -72,645 -85%
HP
517
Holistic Planning
Texas
$287K +$4.42K +210 +2%
WCM
518
WealthBridge Capital Management
Ohio
$285K +$526 +25 +0.2%
SWA
519
SFMG Wealth Advisors
Texas
$284K +$420 +20 +0.2%
VR
520
Valued Retirements
Texas
$282K +$315 +15 +0.1%
FI
521
Financial Insights
Washington
$279K – – –
EA
522
Everpar Advisors
Oklahoma
$278K -$267K -12,680 -50%
PWMAG
523
Pinnacle Wealth Management Advisory Group
New Jersey
$277K – – –
MCCA
524
Mill Creek Capital Advisors
Pennsylvania
$276K -$55.7K -2,650 -17%
BP
525
BBR Partners
New York
$269K +$257K +12,215 New
19 20
21
22 23