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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
TNA
501
True North Advisors
Texas
$354K +$371K +15,780 New
C1AG
502
Client 1st Advisory Group
Florida
$354K -$20.6K -875 -5%
PFA
503
Pettinga Financial Advisors
Indiana
$354K +$110K +4,675 +42%
WA
504
WBH Advisory
Maryland
$353K -$22.3K -950 -6%
EFA
505
Evernest Financial Advisors
Indiana
$351K +$367K +15,640 New
BPAMU
506
BTG Pactual Asset Management US
New York
$349K – – –
SIC
507
Sigma Investment Counselors
Michigan
$348K – – –
CIA
508
Capital Investment Advisors
Georgia
$348K -$32.7K -1,390 -8%
MYIA
509
Mount Yale Investment Advisors
Colorado
$347K +$363K +15,435 New
CPSAC
510
Chas P. Smith & Associates (CPS)
Florida
$346K -$7.05K -300 -2%
NEPWA
511
New England Private Wealth Advisors
Massachusetts
$345K – – –
BWM
512
Birchcreek Wealth Management
Ohio
$345K +$43.2K +1,840 +14%
MWM
513
Mission Wealth Management
California
$345K -$8.34K -355 -2%
WA
514
Wealthstar Advisors
Texas
$345K +$361K +15,350 New
HI
515
Human Investing
Oregon
$344K – – –
CPW
516
Cove Private Wealth
New York
$344K +$360K +15,310 New
BJL
517
Brighton Jones LLC
Washington
$342K +$358K +15,240 New
CNBTD
518
Citizens National Bank Trust Department
Mississippi
$340K – – –
FCT
519
Family Capital Trust
Massachusetts
$337K – – –
CPA
520
Cathy Pareto & Associates
Florida
$336K +$352K +14,985 New
TSWM
521
Tyler-Stone Wealth Management
Ohio
$335K +$470 +20 +0.1%
BC
522
Barrett & Company
Rhode Island
$334K +$1.41K +60 +0.4%
FA
523
Fedenia Advisers
Wisconsin
$330K +$346K +14,710 New
WDC
524
Woodward Diversified Capital
California
$327K +$18.7K +795 +6%
AWAG
525
ARS Wealth Advisors Group
Florida
$327K -$940 -40 -0.3%
19 20
21
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