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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
701
PrairieView Partners
Minnesota
$5K – – –
AWM
702
Avior Wealth Management
Nebraska
$4.98K +$5.03K +245 New
AWM
703
Aspire Wealth Management
Massachusetts
$4.07K -$115K -5,625 -97%
MWC
704
MBM Wealth Consultants
Missouri
$4K – – –
NF
705
Norwood Financial
Pennsylvania
$3.66K – – –
SIS
706
Sound Income Strategies
Florida
$3.51K +$103 +5 +3%
VWM
707
Venturi Wealth Management
Texas
$3.48K +$3.49K +170 New
SVCP
708
Silicon Valley Capital Partners
California
$3.24K -$10.4K -505 -76%
IF
709
Integrity Financial
Wyoming
$2.95K – – –
OLVIG
710
Oliver Lagore Vanvalin Investment Group
Michigan
$2.75K -$1.54K -75 -36%
LF
711
Lee Financial
Texas
$2.54K +$2.57K +125 New
CCM
712
Chilton Capital Management
Texas
$2.44K +$2.46K +120 New
TFA
713
Toth Financial Advisory
Virginia
$2.03K – – –
NMG
714
New Millennium Group
Utah
$1.79K +$103 +5 +6%
BHWM
715
Beaird Harris Wealth Management
Texas
$1.69K +$103 +5 +6%
NIC
716
Northwest Investment Counselors
Oregon
$1.43K – – –
DSC
717
Duncker Streett & Co
Missouri
$1.42K – – –
MAWA
718
Moss Adams Wealth Advisors
Washington
$1.11K – – –
GCS
719
Gordian Capital (Singapore)
Singapore
$1K – – –
IHWM
720
Iron Horse Wealth Management
Iowa
$973 – – –
WA
721
WestEnd Advisors
North Carolina
$102 – – –
CMA
722
Cedar Mountain Advisors
Oregon
$2 – – –
SHIM
723
Stone House Investment Management
Pennsylvania
$2 – – –
CCMG
724
Clark Capital Management Group
Pennsylvania
– -$98.2M -4,709,170 Closed
B
725
Barings
North Carolina
– -$80.7M -3,871,020 Closed
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29
30 31