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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
651
Clearstead Trust
Maine
$253K – – –
SWM
652
SigFig Wealth Management
California
$253K +$248K +9,325 New
KFG
653
Kelly Financial Group
Connecticut
$253K – – –
AWM
654
Apollon Wealth Management
South Carolina
$250K -$7.45K -280 -3%
ITIM
655
Indiana Trust & Investment Management
Indiana
$250K – – –
SAG
656
SageView Advisory Group
California
$249K -$116K -4,340 -32%
NG
657
Novem Group
New York
$248K +$2.53K +95 +1%
CAM
658
Covenant Asset Management
New Jersey
$247K – – –
CFCI
659
Comprehensive Financial Consultants Institutional
Indiana
$247K -$55.2K -2,075 -19%
IPW
660
Impact Partnership Wealth
Georgia
$246K -$45.9K -1,725 -16%
AWM
661
Accel Wealth Management
Iowa
$246K -$12.8K -480 -5%
PWM
662
Pines Wealth Management
North Carolina
$244K -$10.2K -385 -4%
SWM
663
Salvus Wealth Management
New Jersey
$244K – – –
SAA
664
Southeast Asset Advisors
Georgia
$243K – – –
CFP
665
Cascade Financial Partners
California
$242K – – –
DWT
666
Dorsey & Whitney Trust
South Dakota
$241K – – –
AG
667
Ascent Group
Virginia
$240K +$236K +8,855 New
PP
668
PDS Planning
Ohio
$240K +$9.58K +360 +4%
FFG
669
Fortress Financial Group
Minnesota
$240K +$235K +8,840 New
AAS
670
Ameritas Advisory Services
Nebraska
$240K +$235K +8,825 New
WPP
671
Whalerock Point Partners
Rhode Island
$238K – – –
WT
672
Whittier Trust
California
$236K – – –
GAG
673
GM Advisory Group
New York
$236K +$231K +8,680 New
SLP
674
Storen Legacy Partners
Indiana
$235K +$10.1K +380 +5%
LWA
675
Lantern Wealth Advisors
New York
$235K +$230K +8,650 New
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