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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
526
Gradient Investments
Minnesota
$280K -$3.72K -185 -1%
JIC
527
Johnson Investment Counsel
Ohio
$279K – – –
MW
528
Marcum Wealth
Ohio
$277K – – –
LWA
529
Lowe Wealth Advisors
Maryland
$273K -$24.5K -1,215 -8%
SCA
530
Sandy Cove Advisors
Massachusetts
$270K +$269K +13,390 New
FA
531
Flagstar Advisors
New York
$269K -$138K -6,875 -34%
WCM
532
WealthBridge Capital Management
Ohio
$269K +$503 +25 +0.2%
RMCM
533
Reynders McVeigh Capital Management
Massachusetts
$267K – – –
TA
534
TrueWealth Advisors
Alabama
$266K -$201K -10,000 -43%
SWA
535
SFMG Wealth Advisors
Texas
$265K +$503 +25 +0.2%
BSW
536
Buckingham Strategic Wealth
Missouri
$264K +$264K +13,110 New
ZB
537
Zions Bancorporation
Utah
$264K – – –
RWMH
538
Riverpoint Wealth Management Holdings
Illinois
$263K – – –
HAS
539
HBW Advisory Services
California
$260K -$47.1K -2,340 -15%
CIA
540
Compass Ion Advisors
Pennsylvania
$258K +$403 +20 +0.2%
MP
541
McDonald Partners
Ohio
$254K +$253K +12,585 New
TFS
542
Thoroughbred Financial Services
Tennessee
$252K +$18.9K +940 +8%
MCCA
543
Mill Creek Capital Advisors
Pennsylvania
$252K – – –
EWM
544
Empirical Wealth Management
Washington
$249K – – –
CWA
545
Consilio Wealth Advisors
Washington
$245K +$11K +545 +5%
MWM
546
Mission Wealth Management
California
$244K -$71.3K -3,545 -23%
H
547
HoyleCohen
California
$242K – – –
AWE
548
Avidian Wealth Enterprises
Texas
$241K +$604 +30 +0.3%
LPAM
549
Lodestar Private Asset Management
California
$241K +$1.81K +90 +0.8%
CB
550
Community Bank
New York
$239K – – –
20 21
22
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