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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
576
Peapack-Gladstone Financial Corp
New Jersey
$227K – – –
SAM
577
Smithbridge Asset Management
Pennsylvania
$225K – – –
GWMR
578
GC Wealth Management RIA
Massachusetts
$224K +$1.15K +50 +0.5%
PPW
579
Parcion Private Wealth
Washington
$223K +$218K +9,500 New
WAM
580
WNY Asset Management
New York
$223K -$22K -960 -9%
BIAS
581
Beacon Investment Advisory Services
New Jersey
$222K – – –
DCM
582
Dudley Capital Management
Virginia
$221K +$215K +9,410 New
ITIM
583
Indiana Trust & Investment Management
Indiana
$221K -$95.1K -4,155 -31%
UAG
584
United Advisor Group
Ohio
$220K +$214K +9,355 New
KC
585
Kades & Cheifetz
Pennsylvania
$220K -$1.37K -60 -0.6%
BTWM
586
Baker Tilly Wealth Management
Wisconsin
$219K -$1.03M -45,130 -83%
AWM
587
Apollon Wealth Management
South Carolina
$218K -$6.18K -270 -3%
MSFS
588
Main Street Financial Solutions
Pennsylvania
$217K +$343 +15 +0.2%
VCM
589
Vision Capital Management
Oregon
$216K +$210K +9,190 New
AIA
590
Armor Investment Advisors
North Carolina
$216K +$210K +9,165 New
PWM
591
Perigon Wealth Management
California
$214K +$208K +9,100 New
SLWA
592
San Luis Wealth Advisors
California
$214K +$208K +9,095 New
SWA
593
Strategies Wealth Advisors
Michigan
$214K -$21.9K -955 -10%
MC
594
Moors & Cabot
Massachusetts
$214K -$11.4K -500 -5%
ICMM
595
Integrated Capital Management (Michigan)
Michigan
$213K +$208K +9,070 New
CT
596
Clearstead Trust
Maine
$212K +$2.17K +95 +1%
VNA
597
Valley National Advisers
Pennsylvania
$212K +$56.9K +2,485 +38%
SWM
598
Salvus Wealth Management
New Jersey
$211K +$205K +8,975 New
SAA
599
Southeast Asset Advisors
Georgia
$211K +$205K +8,950 New
FHB
600
First Hawaiian Bank
Hawaii
$209K +$204K +8,895 New
22 23
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