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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
726
Renaissance Technologies
New York
– -$1.28M -63,000 Closed
WWM
727
WT Wealth Management
Arizona
– -$1.28M -62,930 Closed
FANJ
728
Financial Architects (New Jersey)
New Jersey
– -$1.24M -60,890 Closed
AIA
729
Angeles Investment Advisors
California
– -$1.07M -52,750 Closed
BAM
730
Belpointe Asset Management
Nevada
– -$775K -38,115 Closed
AWM
731
Accurate Wealth Management
Florida
– -$564K -27,210 Closed
CWG
732
Crown Wealth Group
North Carolina
– -$492K -24,200 Closed
GWM
733
Greenwich Wealth Management
Connecticut
– -$459K -22,580 Closed
PGFC
734
Peapack-Gladstone Financial Corp
New Jersey
– -$471K -22,490 Closed
PIM
735
Parker Investment Management
California
– -$400K -19,665 Closed
SL
736
SWMG LLC
Texas
– -$400K -19,650 Closed
SFP
737
Shepherd Financial Partners
Massachusetts
– -$364K -17,885 Closed
KWS
738
Keystone Wealth Services
California
– -$354K -17,420 Closed
LNWWM
739
Laird Norton Wetherby Wealth Management
California
– -$351K -17,245 Closed
LWA
740
Lineweaver Wealth Advisors
Ohio
– -$346K -16,860 Closed
VBFP
741
Valtinson Bruner Financial Planning
Minnesota
– -$338K -16,615 Closed
NL
742
NWAM LLC
Washington
– -$315K -15,465 Closed
SB
743
Strategic Blueprint
Georgia
– -$281K -13,815 Closed
RRA
744
Round Rock Advisors
Connecticut
– -$277K -13,615 Closed
OCM
745
Objective Capital Management
Ohio
– -$275K -13,545 Closed
MHI
746
Miller Howard Investments
New York
– -$259K -12,720 Closed
OWA
747
Octavia Wealth Advisors
Ohio
– -$254K -12,490 Closed
MHS
748
M Holdings Securities
Oregon
– -$243K -11,930 Closed
KeyBank National Association
749
KeyBank National Association
Ohio
– -$242K -11,915 Closed
VAM
750
Verity Asset Management
North Carolina
– -$232K -11,415 Closed