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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
701
Financial Connections Group
California
$86K – – –
NSIM
702
North Star Investment Management
Illinois
$85.1K – – –
HCM
703
Hollencrest Capital Management
California
$79K – – –
UBP
704
Union Bancaire Privee
Switzerland
$78.9K +$106K +4,350 New
SL
705
Salomon & Ludwin
Virginia
$76.5K – – –
GWS
706
Glassman Wealth Services
Virginia
$74.5K +$851 +35 +1%
AIP
707
Ameritas Investment Partners
Nebraska
$74.2K -$4.26K -175 -5%
UB
708
UMB Bank
Missouri
$73.6K – – –
KFI
709
Key Financial Inc
Pennsylvania
$69.7K – – –
TBFA
710
Three Bearings Fiduciary Advisors
New Hampshire
$66.9K +$61.5K +2,530 New
EB
711
Eastern Bank
Massachusetts
$66.3K – – –
LWMI
712
Legacy Wealth Management (Idaho)
Idaho
$65.9K – – –
PWMA
713
Pension & Wealth Management Advisors
Massachusetts
$65.4K -$411K -16,905 -86%
T
714
Tidemark
California
$64.9K – – –
EIP
715
Essential Investment Partners
Colorado
$63.8K +$63.8K +2,625 New
MA
716
Montag & Associates
Georgia
$61K – – –
CFD
717
Creative Financial Designs
Indiana
$60.2K +$122 +5 +0.2%
FFO
718
Fortitude Family Office
Arizona
$59.6K – – –
MSWA
719
Marshall & Sterling Wealth Advisors
New York
$59.2K +$608 +25 +1%
TWD
720
True Wealth Design
Ohio
$58.6K – – –
SC
721
Stephens Consulting
Michigan
$57.6K – – –
FA
722
Fountainhead AM
New Jersey
$57.2K -$505K -20,780 -90%
RWS
723
Retirement Wealth Solutions
Wisconsin
$56K – – –
TF
724
Tompkins Financial
New York
$54.7K – – –
HAP
725
Harbor Asset Planning
Massachusetts
$53.9K +$486 +20 +0.9%
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