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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
526
Barrett & Company
Rhode Island
$299K +$290K +14,345 New
MWP
527
Madison Wealth Partners
Wisconsin
$299K +$9.09K +450 +3%
CAL
528
Capital Analysts LLC
Pennsylvania
$298K +$46K +2,275 +16%
CPA
529
Cardiff Park Advisors
California
$295K – – –
RF
530
Resolute Financial
Massachusetts
$295K +$1.72K +85 +0.5%
EWM
531
Empirical Wealth Management
Washington
$294K -$119K -5,900 -27%
VCP
532
Verus Capital Partners
Arizona
$294K -$53.5K -2,650 -14%
CIA
533
Capital Investment Advisors
Georgia
$292K -$52.8K -2,615 -14%
AM
534
Atwater Malick
Pennsylvania
$291K +$8.29K +410 +3%
RWMH
535
Riverpoint Wealth Management Holdings
Illinois
$288K +$318K +15,750 New
PA
536
PFG Advisors
Arizona
$287K +$79.3K +3,925 +33%
VWA
537
Visionary Wealth Advisors
Illinois
$286K -$5.36K -265 -2%
DWP
538
Destiny Wealth Partners
Florida
$286K – – –
SPI
539
Sutton Place Investors
New York
$285K +$52.7K +2,610 +20%
HSA
540
HBK Sorce Advisory
Pennsylvania
$285K +$315K +15,600 New
HAS
541
HBW Advisory Services
California
$278K +$2.22K +110 +0.7%
SFA
542
Sequoia Financial Advisors
Ohio
$274K -$113K -5,570 -27%
FCT
543
Family Capital Trust
Massachusetts
$274K – – –
WT
544
Whittier Trust
California
$274K – – –
ACK
545
Andrew C. Karlinski
$273K -$57.8K -2,860 -16%
PPP
546
Private Portfolio Partners
New Jersey
$273K -$650K -32,160 -68%
PRWA
547
Platte River Wealth Advisors
Colorado
$272K +$301K +14,900 New
GA
548
Greytown Advisors
Florida
$269K -$135K -6,675 -31%
LWA
549
Lowe Wealth Advisors
Maryland
$269K -$2.42K -120 -0.8%
MPW
550
Monterey Private Wealth
California
$269K – – –
20 21
22
23 24