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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
551
Thoroughbred Financial Services
Tennessee
$260K -$45.3K -2,300 -15%
AWA
552
Arete Wealth Advisors
Illinois
$259K +$251K +12,720 New
PCIA
553
Prime Capital Investment Advisors
Kansas
$258K -$55.3K -2,810 -18%
FI
554
Financial Insights
Washington
$258K – – –
MW
555
Marcum Wealth
Ohio
$257K -$22.5K -1,140 -8%
PWMAG
556
Pinnacle Wealth Management Advisory Group
New Jersey
$257K -$384K -19,500 -61%
CW
557
CreativeOne Wealth
Kansas
$256K -$25.5K -1,295 -9%
CAM
558
Covenant Asset Management
New Jersey
$255K -$91K -4,620 -27%
NAS
559
NWF Advisory Services
California
$255K +$17.6K +895 +8%
C1AG
560
Client 1st Advisory Group
Florida
$253K -$66.1K -3,355 -21%
PFA
561
Pettinga Financial Advisors
Indiana
$252K -$144K -7,325 -37%
EWM
562
Empirical Wealth Management
Washington
$252K – – –
BWM
563
Birchcreek Wealth Management
Ohio
$250K -$49.3K -2,505 -17%
H
564
HoyleCohen
California
$245K – – –
LPAM
565
Lodestar Private Asset Management
California
$245K +$1.77K +90 +0.8%
PIM
566
Provident Investment Management
Michigan
$245K +$24.6K +1,250 +12%
QPWM
567
Quadrant Private Wealth Management
Pennsylvania
$245K -$35.2K -1,785 -13%
1IA
568
1834 Investment Advisors
Wisconsin
$242K +$2.66K +135 +1%
SIAM
569
Sterling Investment Advisors (Missouri)
Missouri
$241K – – –
HSA
570
HBK Sorce Advisory
Pennsylvania
$240K +$1.18K +60 +0.5%
WP
571
Wealthspan Partners
Iowa
$237K -$158K -8,025 -41%
AL
572
Aspiriant LLC
California
$236K – – –
IAG
573
Investmark Advisory Group
Connecticut
$233K +$98 +5 +0%
HZ
574
Hixon Zuercher
Ohio
$231K – – –
BWM
575
BCGM Wealth Management
Indiana
$227K +$3.25K +165 +2%
21 22
23
24 25