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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
626
Clearstead Trust
Maine
$205K +$2.12K +90 +1%
CAM
627
Covenant Asset Management
New Jersey
$204K -$24K -1,020 -10%
TWP
628
Tyche Wealth Partners
Texas
$203K +$213K +9,055 New
FHA
629
First Horizon Advisors
Tennessee
$203K +$51.2K +2,180 +32%
SWM
630
Salvus Wealth Management
New Jersey
$202K – – –
SAA
631
Southeast Asset Advisors
Georgia
$201K – – –
WT
632
Whittier Trust
California
$197K – – –
VWA
633
Valued Wealth Advisors
Utah
$197K +$204K +8,675 +10,844%
OFG
634
Oxford Financial Group
Indiana
$172K +$180K +7,675 New
GWSG
635
GPS Wealth Strategies Group
Colorado
$170K +$11.6K +495 +7%
ACA
636
Aptus Capital Advisors
Alabama
$167K +$1.29K +55 +0.7%
CF
637
Centaurus Financial
California
$166K -$587 -25 -0.3%
AIM
638
Acropolis Investment Management
Missouri
$160K – – –
GSWM
639
Golden State Wealth Management
California
$159K +$166K +7,080 New
CT
640
Colonial Trust
South Carolina
$152K +$15.4K +655 +11%
MRP
641
Measured Risk Portfolios
California
$146K +$153K +6,510 New
SRCM
642
Signature Resources Capital Management
California
$141K – – –
CFO
643
CVA Family Office
Colorado
$133K – – –
MCM
644
Manchester Capital Management
Vermont
$131K – – –
PAG
645
Paladin Advisory Group
Iowa
$129K -$4.82K -205 -3%
RFA
646
Register Financial Advisors
Georgia
$127K -$2.7K -115 -2%
CB
647
Community Bank
New York
$123K – – –
AF
648
Advisornet Financial
Minnesota
$119K +$235 +10 +0.2%
NRC
649
New Republic Capital
North Carolina
$112K – – –
CA
650
Centerpoint Advisors
Massachusetts
$112K – – –
24 25
26
27 28