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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
701
Bryn Mawr Capital Management
Pennsylvania
$213K -$14.5K -545 -6%
BAM
702
Belpointe Asset Management
Nevada
$211K +$207K +7,785 New
ICMM
703
Integrated Capital Management (Michigan)
Michigan
$208K +$204K +7,650 New
PF
704
Penney Financial
Texas
$207K +$203K +7,625 New
WP
705
WealthSpring Partners
California
$206K +$202K +7,575 New
JIC
706
Joel Isaacson & Co
New York
$206K +$202K +7,575 New
WDC
707
Woodward Diversified Capital
California
$206K +$204K +7,675 New
SSWG
708
Seven Springs Wealth Group
Tennessee
$204K +$200K +7,500 New
VPP
709
Vertex Planning Partners
Illinois
$203K -$105K -3,940 -35%
ATWA
710
Arbor Trust Wealth Advisors
Michigan
$202K +$198K +7,440 New
CKAIS
711
Christensen King & Associates Investment Services
Washington
$202K +$198K +7,440 New
LOIP
712
Live Oak Investment Partners
Texas
$200K +$196K +7,370 New
RF
713
Rossby Financial
Florida
$196K +$194K +7,305 New
ACA
714
Aptus Capital Advisors
Alabama
$194K -$6.12K -230 -3%
AIM
715
Acropolis Investment Management
Missouri
$193K +$190K +7,125 New
TSMHT
716
Thurston Springer Miller Herd & Titak
Indiana
$192K +$10.2K +385 +6%
CF
717
Centaurus Financial
California
$188K +$49.9K +1,875 +37%
CT
718
Colonial Trust
South Carolina
$186K -$39K -1,465 -18%
JAWA
719
John A. Wolfe & Associates
Michigan
$182K +$178K +6,700 New
PMFA
720
Plante Moran Financial Advisors
Michigan
$169K +$146K +5,470 +729%
MCM
721
Manchester Capital Management
Vermont
$158K – – –
PAG
722
Paladin Advisory Group
Iowa
$157K – – –
TFA
723
Transamerica Financial Advisors
Florida
$156K +$152K +5,720 +16,343%
NSG
724
Nalls Sherbakoff Group
Tennessee
$156K – – –
DF
725
Dunhill Financial
United Kingdom
$154K -$40.9K -1,535 -21%
27 28
29
30 31