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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
676
Cornerstone Planning Group
New Jersey
$89.1K +$604 +25 +0.7%
LI
677
LRI Investments
Florida
$88.2K – – –
FCG
678
Financial Connections Group
California
$87K +$26.6K +1,100 +44%
RIL
679
Rothschild Investment LLC
Illinois
$86.9K – – –
NWM
680
Nova Wealth Management
Florida
$86.7K +$604 +25 +0.7%
NSIM
681
North Star Investment Management
Illinois
$85.7K – – –
SIC
682
Salem Investment Counselors
North Carolina
$83.6K +$2.17K +90 +3%
HCM
683
Hollencrest Capital Management
California
$79.6K – – –
AIP
684
Ameritas Investment Partners
Nebraska
$79K -$4.23K -175 -5%
SL
685
Salomon & Ludwin
Virginia
$76.5K +$75.5K +3,125 New
GWS
686
Glassman Wealth Services
Virginia
$74.2K +$483 +20 +0.7%
UB
687
UMB Bank
Missouri
$74.1K -$178K -7,375 -71%
KFI
688
Key Financial Inc
Pennsylvania
$70.4K – – –
TFA
689
Toth Financial Advisory
Virginia
$69.3K – – –
AG
690
AmeriFlex Group
Nevada
$68.1K +$67.2K +2,780 New
EB
691
Eastern Bank
Massachusetts
$66.7K – – –
LWMI
692
Legacy Wealth Management (Idaho)
Idaho
$66.4K – – –
T
693
Tidemark
California
$65.4K – – –
VWWMG
694
Vermillion & White Wealth Management Group
Pennsylvania
$64.9K – – –
CIR
695
Clear Investment Research
Georgia
$62.4K +$1.45K +60 +2%
MA
696
Montag & Associates
Georgia
$61.4K – – –
QCG
697
Quadrant Capital Group
Ohio
$61.2K +$60.4K +2,500 New
CFD
698
Creative Financial Designs
Indiana
$60.4K -$3.5K -145 -6%
FFO
699
Fortitude Family Office
Arizona
$60K – – –
TWD
700
True Wealth Design
Ohio
$59K – – –
26 27
28
29 30