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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
651
Cary Street Partners Investment Advisory
Virginia
$97.3K +$95.5K +4,665 New
FFA
652
Founders Financial Alliance
North Carolina
$94.9K +$921 +45 +1%
PO
653
Private Ocean
California
$86K +$84.4K +4,125 New
PB
654
Pinnacle Bancorp
Nebraska
$85K +$37.6K +1,840 +82%
SSB
655
Sandy Spring Bank
Maryland
$84.3K +$76.7K +3,750 +1,271%
HCM
656
Hollencrest Capital Management
California
$79.2K +$77.8K +3,800 New
TFP
657
Tilia Fiduciary Partners
North Carolina
$75.3K – – –
HWA
658
HHM Wealth Advisors
Tennessee
$75.1K +$73.7K +3,600 New
NSIM
659
North Star Investment Management
Illinois
$73K – – –
FPFS
660
First Personal Financial Services
North Carolina
$72.2K – – –
CQS
661
Credential Qtrade Securities
$70.4K +$25.6K +1,250 +59%
ACA
662
Aptus Capital Advisors
Alabama
$69.1K – – –
TFS
663
TrustCore Financial Services
Tennessee
$68.7K +$54.3K +2,655 +415%
CT
664
Colonial Trust
South Carolina
$65.4K +$64.1K +3,135 New
CIR
665
Clear Investment Research
Georgia
$65K +$3.68K +180 +6%
S
666
SignatureFD
Georgia
$61.9K +$2.56K +125 +4%
BC
667
Burleson & Co
California
$61.1K +$1.43K +70 +2%
TWD
668
True Wealth Design
Ohio
$59.6K +$58.5K +2,860 New
EWM
669
Evermay Wealth Management
Virginia
$57.9K – – –
MRCM
670
M&R Capital Management
New Jersey
$57.4K +$614 +30 +1%
GWS
671
Glassman Wealth Services
Virginia
$57.3K +$1.33K +65 +2%
CT
672
Cambridge Trust
Massachusetts
$57K – – –
DAC
673
Dividend Assets Capital
South Carolina
$57K – – –
BWM
674
Baystate Wealth Management
Massachusetts
$54K -$86.3K -4,220 -62%
HWA
675
Heritage Wealth Advisors
Virginia
$52.6K – – –
25 26
27
28 29