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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
$19.4K – – –
GTAM
702
Global Trust Asset Management
Florida
$18.7K – – –
BBHC
703
Brown Brothers Harriman & Co
New York
$17.4K – – –
LC
704
Lindbrook Capital
California
$16.3K – – –
BSB
705
Bangor Savings Bank
Maine
$16.2K – – –
GM
706
GeoWealth Management
Illinois
$15.8K +$15.3K +670 New
CAM
707
Clarity Asset Management
Iowa
$15.1K – – –
EAM
708
Eukles Asset Management
Ohio
$13.3K – – –
VWM
709
Venturi Wealth Management
Texas
$10.7K – – –
CIA
710
Cape Investment Advisory
Georgia
$10.7K +$2.75K +120 +36%
FCM
711
Fourpath Capital Management
Oklahoma
$10.7K +$10.4K +455 New
OAJ
712
Ogorek Anthony Joseph
New York
$10K – – –
POIA
713
Pin Oak Investment Advisors
Texas
$10K – – –
FRA
714
Front Row Advisors
California
$9.76K -$155K -6,750 -94%
BLC
715
Brown, Lisle/Cummings
Rhode Island
$9.76K – – –
RFG
716
REAP Financial Group
Texas
$8.82K +$8.59K +375 New
RMC
717
Resources Management Corp
Connecticut
$8K – – –
PBK
718
Peoples Bank (Kansas)
Kansas
$7.76K – – –
RBC
719
Roble Belko & Company
Pennsylvania
$7K – – –
AW
720
Avion Wealth
Texas
$7K +$3.66K +160 +110%
VCM
721
Versant Capital Management
Arizona
$6.82K – – –
PFA
722
Pathway Financial Advisers
Indiana
$6.17K +$114 +5 +2%
CFB
723
Cullen/Frost Bankers
Texas
$5.57K +$5.38K +235 New
AWM
724
Avior Wealth Management
Nebraska
$5.53K +$5.38K +235 New
TAM
725
Townsend Asset Management
North Carolina
$4.44K +$114 +5 +3%
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