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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
726
Capital Investment Advisory Services
North Carolina
$147K +$266 +10 +0.2%
GSWM
727
Golden State Wealth Management
California
$144K +$7.45K +280 +6%
WA
728
Westfuller Advisors
New York
$141K +$932 +35 +0.7%
NRC
729
New Republic Capital
North Carolina
$136K – – –
MHR
730
Matthew Hamilton Rosenberg
$129K – – –
EWA
731
EverSource Wealth Advisors
Alabama
$128K -$133 -5 -0.1%
CVM
732
Cheviot Value Management
California
$121K – – –
CFO
733
CVA Family Office
Colorado
$120K – – –
GEA
734
Glen Eagle Advisors
New Jersey
$119K -$213K -7,995 -65%
TCM
735
Triumph Capital Management
Colorado
$118K -$38.6K -1,450 -25%
IWS
736
Intentional Wealth Strategies
Colorado
$115K +$113K +4,240 New
UB
737
UMB Bank
Missouri
$114K +$31.3K +1,175 +39%
GWANC
738
Guardian Wealth Advisors (North Carolina)
North Carolina
$113K +$111K +4,170 New
CPG
739
Cornerstone Planning Group
New Jersey
$112K +$448K +16,830 +448%
BTI
740
Blue Trust Inc
Georgia
$112K – – –
HWA
741
HHM Wealth Advisors
Tennessee
$111K – – –
NWM
742
Nova Wealth Management
Florida
$107K +$532 +20 +0.5%
LI
743
LRI Investments
Florida
$97.7K – – –
FCG
744
Financial Connections Group
California
$97K – – –
RIL
745
Rothschild Investment LLC
Illinois
$96.4K – – –
NSIM
746
North Star Investment Management
Illinois
$95K – – –
VR
747
Vision Retirement
New Jersey
$90.4K -$44.7K -1,680 -34%
BA
748
Ballast Advisors
Minnesota
$89.8K +$88.1K +3,310 New
UBP
749
Union Bancaire Privee
Switzerland
$89.2K – – –
SIC
750
Salem Investment Counselors
North Carolina
$85.9K +$84.3K +3,165 New
28 29
30
31 32