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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
526
Consilio Wealth Advisors
Washington
$268K -$41.4K -1,970 -14%
HAS
527
HBW Advisory Services
California
$268K – – –
LPAM
528
Lodestar Private Asset Management
California
$267K +$1.89K +90 +0.7%
GEA
529
Glen Eagle Advisors
New Jersey
$267K +$157K +7,460 +161%
H
530
HoyleCohen
California
$265K – – –
RFA
531
Resurgent Financial Advisors
Georgia
$265K +$94.8K +4,510 +60%
WI
532
Wintrust Investments
Illinois
$263K +$32.9K +1,565 +15%
SIAM
533
Sterling Investment Advisors (Missouri)
Missouri
$261K – – –
HSA
534
HBK Sorce Advisory
Pennsylvania
$260K +$526 +25 +0.2%
KWA
535
Kellett Wealth Advisors
Ohio
$259K -$48.6K -2,310 -16%
AL
536
Aspiriant LLC
California
$255K – – –
HZ
537
Hixon Zuercher
Ohio
$253K +$2.63K +125 +1%
IAG
538
Investmark Advisory Group
Connecticut
$251K +$105 +5 +0%
PFA
539
Pettinga Financial Advisors
Indiana
$251K -$20.5K -975 -8%
AWM
540
Able Wealth Management
New Jersey
$249K -$64.1K -3,050 -21%
C1AG
541
Client 1st Advisory Group
Florida
$248K -$24.2K -1,150 -9%
1IA
542
1834 Investment Advisors
Wisconsin
$247K -$13.7K -650 -5%
TFS
543
Thoroughbred Financial Services
Tennessee
$246K -$32.6K -1,550 -12%
GI
544
Gradient Investments
Minnesota
$245K -$61.3K -2,915 -21%
HFA
545
High Falls Advisors
New York
$244K +$1.79K +85 +0.8%
MSA
546
Marino Stram & Associates
Massachusetts
$244K +$210 +10 +0.1%
CFP
547
Cascade Financial Partners
California
$244K +$240K +11,400 New
PPP
548
Private Portfolio Partners
New Jersey
$243K -$40.7K -1,935 -15%
LMKC
549
L.M. Kohn & Company
Ohio
$242K – – –
SAG
550
SageView Advisory Group
California
$242K -$4.58M -217,740 -91%
20 21
22
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