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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
651
Clear Point Advisors
New York
$56K +$54.1K +2,745 New
DAC
652
Dividend Assets Capital
South Carolina
$56K – – –
CT
653
Cambridge Trust
Massachusetts
$55.6K – – –
CFD
654
Creative Financial Designs
Indiana
$55.3K -$8.76K -445 -14%
JPWM
655
Jamison Private Wealth Management
Georgia
$53.1K +$1.08K +55 +2%
CPG
656
Cornerstone Planning Group
New Jersey
$52.5K -$13.1K -665 -21%
FCG
657
Financial Connections Group
California
$51K – – –
BF
658
BOK Financial
Oklahoma
$51K – – –
CWAF
659
Core Wealth Advisors (Florida)
Florida
$50.3K – – –
AT
660
Arlington Trust
Alabama
$47.4K -$97.6K -4,955 -68%
HNB
661
Huntington National Bank
Ohio
$45.7K – – –
CWM
662
Compass Wealth Management
Connecticut
$45.3K – – –
BC
663
Bartlett & Co
Ohio
$45K +$26.1K +1,325 +152%
BCWM
664
Bartlett & Co Wealth Management
Ohio
$44.8K +$26.1K +1,325 +152%
WIM
665
Westside Investment Management
California
$44.8K – – –
FCT
666
First Community Trust
Iowa
$44.4K – – –
NFA
667
Northwest Financial Advisors
Virginia
$42K +$40.6K +2,060 New
MWM
668
MGB Wealth Management
Texas
$40.8K +$39.4K +2,000 New
HBW
669
Hazlett, Burt & Watson
West Virginia
$39K +$38.2K +1,940 New
CSC
670
Caldwell Sutter Capital
California
$36.3K – – –
CJ
671
Caitlin John
Michigan
$35.2K +$34K +1,725 New
TAM
672
Tucker Asset Management
Colorado
$33.4K – – –
CHC
673
City Holding Co
West Virginia
$33.1K – – –
AWM
674
AllSquare Wealth Management
New York
$32.9K – – –
MRCM
675
M&R Capital Management
New Jersey
$32.8K – – –
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