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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
LHC
501
Little House Capital
Massachusetts
$375K +$362K +15,500 New
CWM
502
Concentrum Wealth Management
California
$374K +$136K +5,800 +60%
NEPWA
503
New England Private Wealth Advisors
Massachusetts
$373K – – –
BCM
504
Brookstone Capital Management
Illinois
$373K -$16K -685 -4%
VFPW
505
Vantage Financial Partners (Wisconsin)
Wisconsin
$371K -$146K -6,255 -29%
BJL
506
Brighton Jones LLC
Washington
$369K +$117 +5 +0%
HI
507
Human Investing
Oregon
$368K -$3.74K -160 -1%
CNBTD
508
Citizens National Bank Trust Department
Mississippi
$366K – – –
CPA
509
Cathy Pareto & Associates
Florida
$365K +$1.75K +75 +0.5%
FCT
510
Family Capital Trust
Massachusetts
$363K – – –
TSWM
511
Tyler-Stone Wealth Management
Ohio
$362K +$351 +15 +0.1%
CPSAC
512
Chas P. Smith & Associates (CPS)
Florida
$362K -$11.3K -485 -3%
BC
513
Barrett & Company
Rhode Island
$361K +$935 +40 +0.3%
VAS
514
Vestmark Advisory Solutions
Massachusetts
$361K -$736K -31,500 -68%
VNA
515
Valley National Advisers
Pennsylvania
$359K +$84.1K +3,600 +32%
CWP
516
CFM Wealth Partners
Texas
$358K +$13.7K +585 +4%
PIM
517
Penobscot Investment Management
Massachusetts
$357K -$24.9K -1,065 -7%
BWM
518
BCS Wealth Management
Tennessee
$354K -$186K -7,965 -35%
AWAG
519
ARS Wealth Advisors Group
Florida
$353K +$584 +25 +0.2%
WDC
520
Woodward Diversified Capital
California
$353K – – –
GWP
521
Gen-Wealth Partners
Michigan
$352K – – –
KFG
522
Kelly Financial Group
Connecticut
$352K – – –
MCA
523
Magnolia Capital Advisors
Mississippi
$349K -$295K -12,620 -47%
ACM
524
AlphaStar Capital Management
North Carolina
$349K – – –
MIC
525
Means Investment Company
Maine
$348K +$2.22K +95 +0.7%
19 20
21
22 23