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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
601
EPG Wealth Management
Georgia
$197K +$2.22K +110 +1%
UB
602
UMB Bank
Missouri
$190K -$2.83K -140 -1%
JHCP
603
Jackson Hole Capital Partners
Oklahoma
$185K – – –
PA
604
PSI Advisors
Florida
$160K -$60.5K -2,995 -25%
WTA
605
Washington Trust Advisors
Massachusetts
$157K – – –
CT
606
Clearstead Trust
Maine
$153K +$169K +8,365 New
TFGT
607
TS Financial Group (TSFG)
Illinois
$149K +$165K +8,145 New
FRA
608
Front Row Advisors
California
$143K – – –
MWM
609
Mascoma Wealth Management
New Hampshire
$143K +$1.31K +65 +0.8%
KFS
610
Kelly Financial Services
Massachusetts
$135K -$249K -12,315 -62%
AIP
611
Ameritas Investment Partners
Nebraska
$126K -$4.55K -225 -3%
BWM
612
Baystate Wealth Management
Massachusetts
$125K -$14K -695 -9%
MCC
613
Money Concepts Capital
Florida
$114K +$8.29K +410 +7%
EWA
614
EverSource Wealth Advisors
Alabama
$112K -$141K -6,985 -53%
WWP
615
WR Wealth Planners
Missouri
$109K +$69.5K +3,440 +135%
LFG
616
Larson Financial Group
Missouri
$109K +$24.5K +1,210 +25%
AWM
617
Aspire Wealth Management
Massachusetts
$109K +$121K +5,975 New
VNA
618
Valley National Advisers
Pennsylvania
$107K – – –
MCM
619
Manchester Capital Management
Vermont
$106K – – –
AWM
620
Accel Wealth Management
Iowa
$106K +$3.23K +160 +3%
GWSG
621
GPS Wealth Strategies Group
Colorado
$96K -$909 -45 -0.8%
EW
622
Evoke Wealth
California
$95K +$106K +5,225 New
LWP
623
Lumature Wealth Partners
Georgia
$94K – – –
CIAS
624
Capital Investment Advisory Services
North Carolina
$93K -$1.92K -95 -2%
MHR
625
Matthew Hamilton Rosenberg
$87K – – –
23 24
25
26 27