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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
576
High Falls Advisors
New York
$241K +$691 +30 +0.3%
MG
577
Mather Group
Illinois
$241K – – –
MAMG
578
Milestone Asset Management Group
Connecticut
$239K +$922 +40 +0.4%
MFGM
579
Marshall Financial Group (Maryland)
Maryland
$239K +$1.27K +55 +0.6%
CIC
580
Carnegie Investment Counsel
Ohio
$238K +$234K +10,170 New
JHCP
581
Jackson Hole Capital Partners
Oklahoma
$238K – – –
BIAS
582
Beacon Investment Advisory Services
New Jersey
$235K – – –
PGFC
583
Peapack-Gladstone Financial Corp
New Jersey
$235K – – –
CHAM
584
Clear Harbor Asset Management
Connecticut
$235K – – –
CWA
585
Consilio Wealth Advisors
Washington
$235K -$33K -1,430 -12%
PFA
586
Pure Financial Advisors
California
$234K +$230K +9,965 New
KP
587
Kitching Partners
Pennsylvania
$233K -$81.8K -3,550 -26%
SIG
588
Stonegate Investment Group
Alabama
$232K – – –
FA
589
Fiduciary Alliance
South Carolina
$230K +$226K +9,810 New
MSA
590
Marino Stram & Associates
Massachusetts
$228K -$4.72K -205 -2%
CA
591
Calton & Associates
Florida
$226K -$22.2K -965 -9%
BBHC
592
Brown Brothers Harriman & Co
New York
$226K -$576 -25 -0.3%
PWM
593
Pines Wealth Management
North Carolina
$224K +$217K +9,410 New
GWMR
594
GC Wealth Management RIA
Massachusetts
$223K – – –
BFA
595
Beacon Financial Advisory
Ohio
$223K +$14.2K +615 +7%
RE
596
Rydar Equities
Texas
$219K +$215K +9,345 New
SAG
597
SageView Advisory Group
California
$219K – – –
KFG
598
Kelly Financial Group
Connecticut
$218K -$120K -5,210 -36%
SLWA
599
San Luis Wealth Advisors
California
$218K +$1.61K +70 +0.8%
CT
600
Clearstead Trust
Maine
$217K +$1.73K +75 +0.8%
22 23
24
25 26