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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
551
Lowe Wealth Advisors
Maryland
$307K – – –
NA
552
Note Advisors
New York
$307K -$362 -15 -0.1%
VPP
553
Vertex Planning Partners
Illinois
$306K -$12.2K -505 -4%
PWMAG
554
Pinnacle Wealth Management Advisory Group
New Jersey
$306K – – –
EWM
555
Empirical Wealth Management
Washington
$304K +$12.8K +530 +4%
SSWM
556
Smith Salley Wealth Management
North Carolina
$303K – – –
GEA
557
Glen Eagle Advisors
New Jersey
$303K – – –
QPBE
558
Quintet Private Bank (Europe)
Luxembourg
$300K +$296K +12,250 New
MC
559
McCarthy & Cox
Ohio
$298K +$121 +5 +0%
ESB
560
Essex Savings Bank
Connecticut
$297K – – –
MCA
561
Magnolia Capital Advisors
Mississippi
$296K +$19.6K +810 +7%
IAS
562
Integrity Advisory Solutions
Texas
$294K +$290K +12,005 New
M1FG
563
Mach-1 Financial Group
Arkansas
$294K +$290K +12,005 New
PWM
564
Perigon Wealth Management
California
$292K +$121 +5 +0%
SF
565
Summit Financial
New Jersey
$291K +$287K +11,870 New
CW
566
CreativeOne Wealth
Kansas
$290K -$846 -35 -0.3%
SIAM
567
Sterling Investment Advisors (Missouri)
Missouri
$290K -$505K -20,880 -64%
CWG
568
Cornerstone Wealth Group
North Carolina
$288K +$30.2K +1,250 +12%
GAM
569
Gotham Asset Management
New York
$285K +$281K +11,640 New
VCP
570
Verus Capital Partners
Arizona
$283K – – –
SF
571
Symphony Financial
Texas
$280K -$28.9K -1,195 -9%
GI
572
Gradient Investments
Minnesota
$277K – – –
TWP
573
Tyche Wealth Partners
Texas
$276K +$12.9K +535 +5%
BFG
574
Beacon Financial Group
Texas
$275K -$13.8K -570 -5%
PWP
575
Perfromance Wealth Partners
Illinois
$275K +$11.6K +480 +4%
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