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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
601
Beacon Investment Advisory Services
New Jersey
$352K +$67.2K +2,470 +24%
SSWM
602
Smith Salley Wealth Management
North Carolina
$346K +$1.99K +73 +0.6%
KFGK
603
Keystone Financial Group (Kentucky)
Kentucky
$343K – – –
PWMAG
604
Pinnacle Wealth Management Advisory Group
New Jersey
$342K – – –
AFWM
605
Arta Finance Wealth Management
California
$342K +$4.84K +178 +1%
SRWM
606
Shira Ridge Wealth Management
California
$341K -$20K -736 -6%
KFG
607
Kingdom Financial Group
Arizona
$336K +$5.2K +191 +2%
ESB
608
Essex Savings Bank
Connecticut
$332K – – –
SFB
609
STAR Financial Bank
Indiana
$330K +$54.4K +2,000 +20%
CWG
610
Cornerstone Wealth Group
North Carolina
$329K – – –
SB
611
Strategic Blueprint
Georgia
$327K -$40.1K -1,476 -11%
AIM
612
Advyzon Investment Management
Illinois
$326K +$324K +11,908 New
SIAM
613
Sterling Investment Advisors (Missouri)
Missouri
$325K +$27 +1 +0%
FA
614
Fedenia Advisers
Wisconsin
$324K -$33.5K -1,230 -9%
FPGK
615
Financial Partners Group (Kansas)
Kansas
$323K +$16.5K +606 +5%
MSFS
616
Main Street Financial Solutions
Pennsylvania
$322K -$47.7K -1,755 -13%
ICP
617
Interchange Capital Partners
Pennsylvania
$318K -$202K -7,415 -39%
TWP
618
Tyche Wealth Partners
Texas
$317K +$816 +30 +0.3%
VCP
619
Verus Capital Partners
Arizona
$317K – – –
HP
620
Holistic Planning
Texas
$315K +$1.14K +42 +0.4%
JWM
621
Jackson Wealth Management
Florida
$315K -$3.7M -136,011 -92%
BFG
622
Bouchey Financial Group
New York
$310K -$1.36K -50 -0.4%
GI
623
Gradient Investments
Minnesota
$310K – – –
AF
624
Advisornet Financial
Minnesota
$309K -$9.74K -358 -3%
MWM
625
Modern Wealth Management
Kansas
$307K +$305K +11,210 New
23 24
25
26 27