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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
526
Alpha Omega Wealth Management
Virginia
$445K – – –
OWA
527
OakTrust Wealth Advisors
Connecticut
$445K – – –
PPWM
528
Premier Private Wealth Management
Florida
$442K – – –
TFGT
529
TS Financial Group (TSFG)
Illinois
$439K +$5.32K +200 +1%
CWS
530
Cypress Wealth Services
California
$438K +$266 +10 +0.1%
BWL
531
Bogart Wealth LLC
Virginia
$437K -$337K -12,650 -44%
HA
532
Hanover Advisors
South Carolina
$434K – – –
CPA
533
Cathy Pareto & Associates
Florida
$432K +$12.6K +475 +3%
WTA
534
Washington Trust Advisors
Massachusetts
$432K – – –
PGFC
535
Peapack-Gladstone Financial Corp
New Jersey
$428K – – –
CWM
536
Circle Wealth Management
New Jersey
$427K – – –
MCCP
537
Mission Creek Capital Partners
California
$424K -$93.6K -3,515 -18%
ACM
538
AlphaStar Capital Management
North Carolina
$418K +$932 +35 +0.2%
UWM
539
Urban Wealth Management
California
$418K – – –
NEPWA
540
New England Private Wealth Advisors
Massachusetts
$418K – – –
FT
541
Fiduciary Trust
Massachusetts
$416K -$34.9K -1,310 -8%
OAS
542
Optivise Advisory Services
Tennessee
$416K +$408K +15,330 New
SWA
543
SFMG Wealth Advisors
Texas
$413K +$2.26K +85 +0.6%
AG
544
AmeriFlex Group
Nevada
$412K -$8.52K -320 -2%
SA
545
Skyline Advisors
Washington
$412K +$404K +15,160 New
BC
546
Barrett & Company
Rhode Island
$410K +$1.06K +40 +0.3%
DT
547
Diversified Trust
Tennessee
$409K – – –
WA
548
WBH Advisory
Maryland
$407K -$18.2K -685 -4%
SIM
549
Synergy Investment Management
Florida
$406K +$398K +14,955 New
BCM
550
Becker Capital Management
Oregon
$405K -$46.6K -1,750 -10%
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