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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
501
Means Investment Company
Maine
$339K -$6.53K -285 -2%
KP
502
Kitching Partners
Pennsylvania
$337K -$71K -3,100 -18%
VPP
503
Vertex Planning Partners
Illinois
$336K – – –
LA
504
Latitude Advisors
Florida
$335K +$30.9K +1,350 +10%
CWP
505
CFM Wealth Partners
Texas
$334K – – –
PWP
506
Perfromance Wealth Partners
Illinois
$331K +$26.7K +1,165 +9%
TFS
507
Thoroughbred Financial Services
Tennessee
$327K +$1.72K +75 +0.5%
SAG
508
SageView Advisory Group
California
$326K -$199K -8,690 -39%
FA
509
Fermata Advisors
California
$325K -$1.37K -60 -0.4%
WDC
510
Woodward Diversified Capital
California
$324K – – –
CIA
511
Concurrent Investment Advisors
Florida
$320K +$20.1K +880 +7%
BWM
512
Birchcreek Wealth Management
Ohio
$318K +$2.52K +110 +0.8%
LPAM
513
Lodestar Private Asset Management
California
$316K +$13.7K +600 +5%
HAS
514
HBW Advisory Services
California
$313K +$2.98K +130 +1%
TA
515
TrueWealth Advisors
Alabama
$311K – – –
SWA
516
SFMG Wealth Advisors
Texas
$309K +$2.75K +120 +0.9%
VR
517
Valued Retirements
Texas
$308K +$5.84K +255 +2%
ZB
518
Zions Bancorporation
Utah
$308K – – –
WCM
519
WealthBridge Capital Management
Ohio
$306K +$801 +35 +0.3%
LOIP
520
Live Oak Investment Partners
Texas
$305K – – –
SFA
521
Sequoia Financial Advisors
Ohio
$304K – – –
AL
522
Aspiriant LLC
California
$302K +$29.3K +1,280 +11%
PWMAG
523
Pinnacle Wealth Management Advisory Group
New Jersey
$299K +$3.43K +150 +1%
FI
524
Financial Insights
Washington
$297K – – –
LWA
525
Lowe Wealth Advisors
Maryland
$295K -$2.86K -125 -1%
19 20
21
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