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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
501
Perennial Investment Advisors
California
$481K +$25.6K +960 +6%
RBFC
502
Roman Butler Fullerton & Co
Missouri
$479K -$399K -14,975 -46%
CSP
503
Cary Street Partners
Virginia
$479K +$24K +900 +5%
GP
504
Greenline Partners
New York
$474K – – –
PWP
505
Pursue Wealth Partners
California
$474K – – –
SFP
506
Shepherd Financial Partners
Massachusetts
$474K -$18K -675 -4%
SWA
507
Sax Wealth Advisors
New Jersey
$470K – – –
EFM
508
Eley Financial Management
Vermont
$469K -$932 -35 -0.2%
CNBTD
509
Citizens National Bank Trust Department
Mississippi
$469K +$57.1K +2,145 +14%
OAG
510
Oakmont Advisory Group
New Mexico
$468K -$15.3K -575 -3%
VNA
511
Valley National Advisers
Pennsylvania
$468K +$15.4K +580 +3%
BCM
512
Brookstone Capital Management
Illinois
$466K +$88.6K +3,330 +24%
BRWA
513
B. Riley Wealth Advisors
Florida
$465K -$23.7K -890 -5%
FFS
514
Founders Financial Securities
Maryland
$462K -$57.1K -2,145 -11%
ICP
515
Interchange Capital Partners
Pennsylvania
$461K +$79.7K +2,995 +19%
LFG
516
Larson Financial Group
Missouri
$460K +$272K +10,220 +152%
SWA
517
Stratos Wealth Advisors
Ohio
$458K -$57.5K -2,160 -11%
TA
518
TrueWealth Advisors
Alabama
$458K – – –
CCA
519
Cadent Capital Advisors
Oklahoma
$457K +$449K +16,850 New
SIP
520
Snowwater Investment Partners
Connecticut
$455K – – –
CFS
521
Compass Financial Services
Iowa
$452K – – –
ST
522
Sageworth Trust
Pennsylvania
$451K – – –
PWA
523
Phoenix Wealth Advisors
North Carolina
$449K -$15K -565 -3%
EPAM
524
Evelyn Partners Asset Management
$448K – – –
TVAMP
525
Tennessee Valley Asset Management Partners
Tennessee
$447K -$66.3K -2,490 -13%
19 20
21
22 23