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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
551
TFB Advisors
Kansas
$253K +$247K +10,775 New
UCMOK
552
United Capital Management of KS
Kansas
$246K -$6.87K -300 -3%
UB
553
UMB Bank
Missouri
$245K – – –
FFO
554
Fortitude Family Office
Arizona
$245K +$238K +10,400 New
MG
555
Mather Group
Illinois
$243K -$68.7K -3,000 -22%
EWM
556
EPG Wealth Management
Georgia
$242K +$235K +10,285 New
CWG
557
Cornerstone Wealth Group
North Carolina
$241K +$229 +10 +0.1%
MW
558
Marcum Wealth
Ohio
$240K – – –
BFG
559
Bleakley Financial Group
New Jersey
$239K +$16.3K +710 +8%
FPAS
560
Focus Partners Advisor Solutions
Missouri
$239K – – –
JHCP
561
Jackson Hole Capital Partners
Oklahoma
$239K – – –
SGCA
562
Steel Grove Capital Advisors
Tennessee
$238K -$42.9K -1,875 -16%
MSA
563
Marino Stram & Associates
Massachusetts
$238K +$229 +10 +0.1%
PCIA
564
Prime Capital Investment Advisors
Kansas
$238K -$7.44K -325 -3%
CAM
565
Covenant Asset Management
New Jersey
$238K +$7.1K +310 +3%
HFA
566
High Falls Advisors
New York
$238K +$4.35K +190 +2%
CFG
567
Clayton Financial Group
Missouri
$235K +$4.24K +185 +2%
MFGM
568
Marshall Financial Group (Maryland)
Maryland
$235K – – –
SCM
569
SOL Capital Management
Maryland
$235K – – –
FFS
570
Founders Financial Securities
Maryland
$234K -$36.6K -1,600 -14%
SIG
571
Stonegate Investment Group
Alabama
$233K – – –
SF
572
Symphony Financial
Texas
$230K +$225K +9,835 New
BFG
573
Beacon Financial Group
Texas
$229K +$229 +10 +0.1%
CWM
574
Chemistry Wealth Management
New York
$229K – – –
SDWIA
575
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$229K – – –
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