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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
526
Matthew Hamilton Rosenberg
$101K – – –
GWM
527
Grand Wealth Management
Michigan
$98K – – –
LWP
528
Lumature Wealth Partners
Georgia
$98K – – –
CFN
529
Cordasco Financial Network
Florida
$94K – – –
KPCM
530
Kings Point Capital Management
New York
$90K – – –
NWM
531
Nauset Wealth Management
Connecticut
$86K +$83K +4,000 New
WB
532
West Bancorporation
Iowa
$85K – – –
ACA
533
Aptus Capital Advisors
Alabama
$85K +$62.1K +2,990 +299%
BFEC
534
Benjamin F. Edwards & Company
Missouri
$81K +$79K +3,805 New
NSIM
535
North Star Investment Management
Illinois
$75K – – –
CG
536
Cutler Group
California
$64K +$62.3K +3,000 New
GIA
537
GHP Investment Advisors
Colorado
$64K +$62.3K +3,000 New
QT
538
Quantbot Technologies
New York
$64K +$62.3K +3,000 New
CIR
539
Clear Investment Research
Georgia
$63K -$3.94K -190 -6%
SBL
540
Sargent Bickham Lagudis
Colorado
$62K +$9.65K +465 +19%
DAC
541
Dividend Assets Capital
South Carolina
$58K -$7.78K -375 -12%
S
542
SignatureFD
Georgia
$58K – – –
CT
543
Cambridge Trust
Massachusetts
$58K +$56.6K +2,725 New
GWS
544
Glassman Wealth Services
Virginia
$57K +$415 +20 +0.8%
SSB
545
Sandy Spring Bank
Maryland
$53K -$34K -1,640 -40%
CWAF
546
Core Wealth Advisors (Florida)
Florida
$53K – – –
SIC
547
Salem Investment Counselors
North Carolina
$53K +$104 +5 +0.2%
AFG
548
Albion Financial Group
Utah
$52K -$5.19K -250 -9%
TFP
549
Tilia Fiduciary Partners
North Carolina
$52K – – –
CAAS
550
Capital Asset Advisory Services
Michigan
$50K – – –
20 21
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