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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
601
Oliver Lagore Vanvalin Investment Group
Michigan
$197K -$67.2K -3,325 -24%
EWM
602
EPG Wealth Management
Georgia
$197K +$2.22K +110 +1%
UB
603
UMB Bank
Missouri
$190K -$2.83K -140 -1%
JHCP
604
Jackson Hole Capital Partners
Oklahoma
$185K – – –
PA
605
PSI Advisors
Florida
$160K -$60.5K -2,995 -25%
WTA
606
Washington Trust Advisors
Massachusetts
$157K – – –
CT
607
Clearstead Trust
Maine
$153K +$169K +8,365 New
TFGT
608
TS Financial Group (TSFG)
Illinois
$149K +$165K +8,145 New
FRA
609
Front Row Advisors
California
$143K – – –
MWM
610
Mascoma Wealth Management
New Hampshire
$143K +$1.31K +65 +0.8%
KFS
611
Kelly Financial Services
Massachusetts
$135K -$249K -12,315 -62%
AIP
612
Ameritas Investment Partners
Nebraska
$126K -$4.55K -225 -3%
BWM
613
Baystate Wealth Management
Massachusetts
$125K -$14K -695 -9%
MCC
614
Money Concepts Capital
Florida
$114K +$8.29K +410 +7%
EWA
615
EverSource Wealth Advisors
Alabama
$112K -$141K -6,985 -53%
WWP
616
WR Wealth Planners
Missouri
$109K +$69.5K +3,440 +135%
LFG
617
Larson Financial Group
Missouri
$109K +$24.5K +1,210 +25%
AWM
618
Aspire Wealth Management
Massachusetts
$109K +$121K +5,975 New
VNA
619
Valley National Advisers
Pennsylvania
$107K – – –
MCM
620
Manchester Capital Management
Vermont
$106K – – –
AWM
621
Accel Wealth Management
Iowa
$106K +$3.23K +160 +3%
GWSG
622
GPS Wealth Strategies Group
Colorado
$96K -$909 -45 -0.8%
EW
623
Evoke Wealth
California
$95K +$106K +5,225 New
LWP
624
Lumature Wealth Partners
Georgia
$94K – – –
CIAS
625
Capital Investment Advisory Services
North Carolina
$93K -$1.92K -95 -2%
23 24
25
26 27