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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
576
Moors & Cabot
Massachusetts
$253K – – –
EWM
577
EPG Wealth Management
Georgia
$253K +$1.4K +60 +0.6%
UB
578
UMB Bank
Missouri
$252K – – –
FPAS
579
Focus Partners Advisor Solutions
Missouri
$252K +$1.05K +45 +0.4%
VWA
580
Visionary Wealth Advisors
Illinois
$251K -$41.8K -1,790 -15%
HFA
581
High Falls Advisors
New York
$249K +$1.64K +70 +0.7%
MG
582
Mather Group
Illinois
$249K – – –
TWP
583
Tyche Wealth Partners
Texas
$247K +$26.8K +1,145 +13%
MAMG
584
Milestone Asset Management Group
Connecticut
$246K -$8.77K -375 -4%
JHCP
585
Jackson Hole Capital Partners
Oklahoma
$246K – – –
RIA
586
Realta Investment Advisors
Delaware
$244K +$19.8K +845 +9%
BIAS
587
Beacon Investment Advisory Services
New Jersey
$243K +$14.6K +625 +7%
PGFC
588
Peapack-Gladstone Financial Corp
New Jersey
$243K – – –
CHAM
589
Clear Harbor Asset Management
Connecticut
$243K +$234K +10,025 New
HA
590
HC Advisors
Georgia
$242K – – –
MFGM
591
Marshall Financial Group (Maryland)
Maryland
$242K – – –
NG
592
Novem Group
New York
$241K -$10.3K -440 -4%
HH
593
Hilltop Holdings
Texas
$241K -$27.1K -1,160 -10%
MSA
594
Marino Stram & Associates
Massachusetts
$241K +$234 +10 +0.1%
SIG
595
Stonegate Investment Group
Alabama
$240K – – –
CWM
596
Chemistry Wealth Management
New York
$236K – – –
MPW
597
Monterey Private Wealth
California
$236K -$105K -4,505 -32%
SDWIA
598
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$235K – – –
PWM
599
Perigon Wealth Management
California
$235K +$117 +5 +0.1%
BBHC
600
Brown Brothers Harriman & Co
New York
$234K – – –
22 23
24
25 26