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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
576
Silverlake Wealth Management
Vermont
$228K +$1.13K +55 +0.5%
SFI
577
SPC Financial Inc
Maryland
$225K – – –
OCM
578
One Capital Management
California
$224K -$16.2M -786,725 -99%
LMKC
579
L.M. Kohn & Company
Ohio
$224K +$226K +11,000 New
EWM
580
EPG Wealth Management
Georgia
$223K +$1.85K +90 +0.8%
HTC
581
Haverford Trust Company
Pennsylvania
$223K – – –
BJL
582
Brighton Jones LLC
Washington
$222K +$224K +10,910 New
AFG
583
Atomi Financial Group
New York
$218K +$220K +10,740 New
D
584
Dentgroup
Louisiana
$217K -$1.03K -50 -0.5%
HFA
585
High Falls Advisors
New York
$217K -$75K -3,655 -25%
BMCM
586
Bryn Mawr Capital Management
Pennsylvania
$215K +$1.33K +65 +0.6%
BHB
587
Bank Hapoalim BM
Israel
$215K -$27.2K -1,325 -11%
PIM
588
Provident Investment Management
Michigan
$213K – – –
MC
589
Moors & Cabot
Massachusetts
$212K -$9.03K -440 -4%
UB
590
UMB Bank
Missouri
$211K – – –
SAM
591
Smithbridge Asset Management
Pennsylvania
$210K -$88.9K -4,330 -30%
CF
592
Centaurus Financial
California
$209K -$34.3K -1,670 -14%
TCBWMS
593
Texas Capital Bank Wealth Management Services
Texas
$209K – – –
AIP
594
Ahrens Investment Partners
Louisiana
$207K +$103 +5 +0%
JHCP
595
Jackson Hole Capital Partners
Oklahoma
$206K – – –
TDC
596
Thompson Davis & Co
Virginia
$206K – – –
BCA
597
Bay Colony Advisors
Massachusetts
$203K +$207K +10,065 New
SIG
598
Stonegate Investment Group
Alabama
$201K – – –
FHA
599
First Horizon Advisors
Tennessee
$186K -$1.79M -87,305 -91%
TWM
600
Tradition Wealth Management
Minnesota
$185K -$3.56M -173,360 -95%
22 23
24
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