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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
901
Lazard Asset Management
New York
– -$719K -26,500 Closed
Nomura Asset Management
902
Nomura Asset Management
Japan
– -$677K -24,950 Closed
SFC
903
Strategic Financial Concepts
Texas
– -$604K -22,265 Closed
ST
904
Sageworth Trust
Pennsylvania
– -$451K -16,605 Closed
OAS
905
Optivise Advisory Services
Tennessee
– -$416K -15,330 Closed
LAS
906
Lloyd Advisory Services
Georgia
– -$327K -12,050 Closed
SIC
907
Sigma Investment Counselors
Michigan
– -$326K -12,025 Closed
EP
908
Edgestream Partners
New Jersey
– -$317K -11,690 Closed
MIC
909
Means Investment Company
Maine
– -$287K -10,560 Closed
FFG
910
Fortress Financial Group
Minnesota
– -$240K -8,840 Closed
RRA
911
Round Rock Advisors
Connecticut
– -$234K -8,635 Closed
ICMM
912
Integrated Capital Management (Michigan)
Michigan
– -$208K -7,650 Closed
PF
913
Penney Financial
Texas
– -$207K -7,625 Closed
WP
914
WealthSpring Partners
California
– -$206K -7,575 Closed
VPP
915
Vertex Planning Partners
Illinois
– -$203K -7,475 Closed
CKAIS
916
Christensen King & Associates Investment Services
Washington
– -$202K -7,440 Closed
IWS
917
Intentional Wealth Strategies
Colorado
– -$115K -4,240 Closed
GWANC
918
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$113K -4,170 Closed
BA
919
Ballast Advisors
Minnesota
– -$89.8K -3,310 Closed
LWMI
920
Legacy Wealth Management (Idaho)
Idaho
– -$73.6K -2,710 Closed
CIR
921
Clear Investment Research
Georgia
– -$48.7K -1,795 Closed
EWM
922
EPG Wealth Management
Georgia
– -$43.8K -1,615 Closed
AGWCA
923
Annis Gardner Whiting Capital Advisors
Florida
– -$41.4K -1,525 Closed
MWA
924
Merkkuri Wealth Advisors
New York
– -$25.8K -950 Closed
MWC
925
MBM Wealth Consultants
Missouri
– -$23.8K -875 Closed