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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
576
Strategies Wealth Advisors
Michigan
$204K +$204K +10,140 New
JHCP
577
Jackson Hole Capital Partners
Oklahoma
$204K – – –
TDC
578
Thompson Davis & Co
Virginia
$204K – – –
AWM
579
Affinity Wealth Management
Delaware
$203K -$50.3K -2,500 -20%
PA
580
PFG Advisors
Arizona
$203K -$56.5K -2,805 -22%
AFG
581
Albion Financial Group
Utah
$202K +$201K +10,005 New
TNBTD
582
Trustmark National Bank Trust Department
Mississippi
$201K -$555K -27,590 -73%
FB
583
Fulton Bank
Pennsylvania
$201K -$211K -10,465 -51%
FHA
584
First Horizon Advisors
Tennessee
$184K – – –
EWA
585
EverSource Wealth Advisors
Alabama
$182K -$805 -40 -0.4%
CT
586
Clearstead Trust
Maine
$174K +$1.41K +70 +0.8%
TWM
587
Tradition Wealth Management
Minnesota
$164K -$19K -945 -10%
FRA
588
Front Row Advisors
California
$159K – – –
SSB
589
Sandy Spring Bank
Maryland
$159K +$77.1K +3,830 +95%
RFA
590
Register Financial Advisors
Georgia
$146K +$2.31K +115 +2%
RFA
591
Resurgent Financial Advisors
Georgia
$144K -$246K -12,235 -63%
CF
592
Centaurus Financial
California
$139K -$68.1K -3,385 -33%
AIP
593
Ameritas Investment Partners
Nebraska
$134K -$1.51K -75 -1%
RCM
594
Rain Capital Management
Oregon
$132K -$1.41K -70 -1%
LWP
595
Lumature Wealth Partners
Georgia
$128K – – –
PAG
596
Paladin Advisory Group
Iowa
$122K – – –
CIAS
597
Capital Investment Advisory Services
North Carolina
$121K +$2.31K +115 +2%
WP
598
WealthPLAN Partners
Nebraska
$121K -$30.6K -1,520 -20%
FA
599
Fiduciary Alliance
South Carolina
$118K -$2.16M -107,420 -95%
MCM
600
Manchester Capital Management
Vermont
$118K – – –
22 23
24
25 26