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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
626
Mascoma Wealth Management
New Hampshire
$68.7K -$88.9K -4,415 -57%
CQS
627
Credential Qtrade Securities
$68.1K – – –
CIR
628
Clear Investment Research
Georgia
$67.9K +$3.12K +155 +5%
CWA
629
Clearview Wealth Advisors
Oregon
$61.3K -$3.62K -180 -6%
PA
630
PSI Advisors
Florida
$61.3K -$76.5K -3,800 -56%
KFI
631
Key Financial Inc
Pennsylvania
$57.8K +$47.6K +2,365 +473%
TWD
632
True Wealth Design
Ohio
$57.7K – – –
GWS
633
Glassman Wealth Services
Virginia
$56.4K +$403 +20 +0.7%
EWM
634
Evermay Wealth Management
Virginia
$55.9K – – –
DAC
635
Dividend Assets Capital
South Carolina
$55K – – –
CT
636
Cambridge Trust
Massachusetts
$54.9K – – –
NFSG
637
Newbridge Financial Services Group
Florida
$52K +$6.34K +315 +14%
FCG
638
Financial Connections Group
California
$51K – – –
HWA
639
Heritage Wealth Advisors
Virginia
$50.9K – – –
BF
640
BOK Financial
Oklahoma
$50.4K -$76.6K -3,805 -60%
CWAF
641
Core Wealth Advisors (Florida)
Florida
$49.7K – – –
GEA
642
Glen Eagle Advisors
New Jersey
$48.6K +$3.32K +165 +7%
CWM
643
Compass Wealth Management
Connecticut
$44.8K – – –
WIM
644
Westside Investment Management
California
$44.2K +$3.92K +195 +10%
FCT
645
First Community Trust
Iowa
$43.8K – – –
IPW
646
Impact Partnership Wealth
Georgia
$42K +$42K +2,085 New
BAM
647
Bellevue Asset Management
Washington
$37.8K – – –
CWC
648
Carolinas Wealth Consulting
North Carolina
$35.9K +$302 +15 +0.8%
CSC
649
Caldwell Sutter Capital
California
$35.9K +$35.8K +1,780 New
MRCM
650
M&R Capital Management
New Jersey
$35.3K -$20.3K -1,010 -37%
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