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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
576
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$243K +$15.4K +670 +7%
HFA
577
High Falls Advisors
New York
$241K +$691 +30 +0.3%
MG
578
Mather Group
Illinois
$241K – – –
MAMG
579
Milestone Asset Management Group
Connecticut
$239K +$922 +40 +0.4%
MFGM
580
Marshall Financial Group (Maryland)
Maryland
$239K +$1.27K +55 +0.6%
CIC
581
Carnegie Investment Counsel
Ohio
$238K +$234K +10,170 New
JHCP
582
Jackson Hole Capital Partners
Oklahoma
$238K – – –
BIAS
583
Beacon Investment Advisory Services
New Jersey
$235K – – –
PGFC
584
Peapack-Gladstone Financial Corp
New Jersey
$235K – – –
CHAM
585
Clear Harbor Asset Management
Connecticut
$235K – – –
CWA
586
Consilio Wealth Advisors
Washington
$235K -$33K -1,430 -12%
PFA
587
Pure Financial Advisors
California
$234K +$230K +9,965 New
KP
588
Kitching Partners
Pennsylvania
$233K -$81.8K -3,550 -26%
SIG
589
Stonegate Investment Group
Alabama
$232K – – –
FA
590
Fiduciary Alliance
South Carolina
$230K +$226K +9,810 New
MSA
591
Marino Stram & Associates
Massachusetts
$228K -$4.72K -205 -2%
CA
592
Calton & Associates
Florida
$226K -$22.2K -965 -9%
BBHC
593
Brown Brothers Harriman & Co
New York
$226K -$576 -25 -0.3%
PWM
594
Pines Wealth Management
North Carolina
$224K +$217K +9,410 New
GWMR
595
GC Wealth Management RIA
Massachusetts
$223K – – –
BFA
596
Beacon Financial Advisory
Ohio
$223K +$14.2K +615 +7%
RE
597
Rydar Equities
Texas
$219K +$215K +9,345 New
SAG
598
SageView Advisory Group
California
$219K – – –
KFG
599
Kelly Financial Group
Connecticut
$218K -$120K -5,210 -36%
SLWA
600
San Luis Wealth Advisors
California
$218K +$1.61K +70 +0.8%
22 23
24
25 26