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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
651
FSA Wealth Management
Massachusetts
$57K +$54.6K +2,770 New
CPA
652
Clear Point Advisors
New York
$56K +$54.1K +2,745 New
DAC
653
Dividend Assets Capital
South Carolina
$56K – – –
CT
654
Cambridge Trust
Massachusetts
$55.6K – – –
CFD
655
Creative Financial Designs
Indiana
$55.3K -$8.76K -445 -14%
JPWM
656
Jamison Private Wealth Management
Georgia
$53.1K +$1.08K +55 +2%
CPG
657
Cornerstone Planning Group
New Jersey
$52.5K -$13.1K -665 -21%
FCG
658
Financial Connections Group
California
$51K – – –
BF
659
BOK Financial
Oklahoma
$51K – – –
CWAF
660
Core Wealth Advisors (Florida)
Florida
$50.3K – – –
AT
661
Arlington Trust
Alabama
$47.4K -$97.6K -4,955 -68%
HNB
662
Huntington National Bank
Ohio
$45.7K – – –
CWM
663
Compass Wealth Management
Connecticut
$45.3K – – –
BC
664
Bartlett & Co
Ohio
$45K +$26.1K +1,325 +152%
BCWM
665
Bartlett & Co Wealth Management
Ohio
$44.8K +$26.1K +1,325 +152%
WIM
666
Westside Investment Management
California
$44.8K – – –
FCT
667
First Community Trust
Iowa
$44.4K – – –
NFA
668
Northwest Financial Advisors
Virginia
$42K +$40.6K +2,060 New
MWM
669
MGB Wealth Management
Texas
$40.8K +$39.4K +2,000 New
HBW
670
Hazlett, Burt & Watson
West Virginia
$39K +$38.2K +1,940 New
CSC
671
Caldwell Sutter Capital
California
$36.3K – – –
CJ
672
Caitlin John
Michigan
$35.2K +$34K +1,725 New
TAM
673
Tucker Asset Management
Colorado
$33.4K – – –
CHC
674
City Holding Co
West Virginia
$33.1K – – –
AWM
675
AllSquare Wealth Management
New York
$32.9K – – –
25 26
27
28 29