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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
526
Flagship Wealth Advisors
Massachusetts
$461K +$6.69K +246 +1%
SIP
527
Snowwater Investment Partners
Connecticut
$459K – – –
SWM
528
SeaCrest Wealth Management
New York
$457K +$112K +4,126 +33%
GWM
529
GDS Wealth Management
Texas
$454K +$87.1K +3,202 +24%
BCM
530
Basso Capital Management
Connecticut
$454K +$451K +16,567 New
AL
531
ARWA LLC
Texas
$451K +$433K +15,913 New
PWA
532
Phoenix Wealth Advisors
North Carolina
$446K -$7.89K -290 -2%
FFG
533
Fortem Financial Group
California
$446K +$442K +16,265 New
TFGT
534
TS Financial Group (TSFG)
Illinois
$443K +$27 +1 +0%
AOWM
535
Alpha Omega Wealth Management
Virginia
$443K -$6.8K -250 -2%
NEPWA
536
New England Private Wealth Advisors
Massachusetts
$443K +$245 +9 +0.1%
TCOV
537
Trust Company of Vermont
Vermont
$442K +$439K +16,135 New
TVAMP
538
Tennessee Valley Asset Management Partners
Tennessee
$442K -$8.92K -328 -2%
NS
539
NBC Securities
Alabama
$441K -$363K -13,359 -45%
CWS
540
Cypress Wealth Services
California
$440K -$2.07K -76 -0.5%
WA
541
Wealth Alliance
New York
$440K +$436K +16,036 New
CPA
542
Cathy Pareto & Associates
Florida
$439K +$2.04K +75 +0.5%
HA
543
Hanover Advisors
South Carolina
$438K – – –
OWA
544
OakTrust Wealth Advisors
Connecticut
$437K -$11.9K -437 -3%
WTA
545
Washington Trust Advisors
Massachusetts
$436K – – –
CFS
546
Compass Financial Services
Iowa
$434K -$22.2K -815 -5%
PGFC
547
Peapack-Gladstone Financial Corp
New Jersey
$433K – – –
FAB
548
First American Bank
Illinois
$432K +$428K +15,750 New
CWM
549
Circle Wealth Management
New Jersey
$431K – – –
SCM
550
Saxony Capital Management
Missouri
$430K +$427K +15,684 New
20 21
22
23 24