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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
126
Strategic Family Wealth Counselors
New Jersey
$4.21M +$44.4K +1,900 +1%
CAL
127
Capital Advisors Ltd
Ohio
$4.2M -$76.5K -3,275 -2%
IWM
128
IHT Wealth Management
Illinois
$4.19M -$177K -7,555 -4%
SDAM
129
Shulman DeMeo Asset Management
New York
$4.15M -$9.12K -390 -0.2%
RCS
130
Retirement Capital Strategies
California
$4.02M +$3.88M +165,915 New
CFA
131
Cahill Financial Advisors
Minnesota
$3.98M -$22.7K -970 -0.6%
JFG
132
Jefferies Financial Group
New York
$3.98M -$139K -5,960 -4%
WFM
133
Wolff Financial Management
Michigan
$3.95M -$58.9K -2,520 -2%
BHBT
134
Burke & Herbert Bank & Trust
Virginia
$3.89M -$38.1K -1,630 -1%
KFP
135
Keystone Financial Planning
Ohio
$3.77M -$66.6K -2,850 -2%
LCG
136
Lakeshore Capital Group
Illinois
$3.71M +$3.58M +152,955 New
GCA
137
Gallagher Capital Advisors
Texas
$3.7M -$18.5K -790 -0.5%
P
138
&Partners
Tennessee
$3.66M +$418K +17,885 +13%
AFTS
139
American Financial & Tax Strategies
New York
$3.65M -$308K -13,190 -8%
IWC
140
Integrated Wealth Concepts
Massachusetts
$3.62M +$1.05M +44,930 +43%
CWM
141
Connecticut Wealth Management
Connecticut
$3.61M -$25.9K -1,110 -0.7%
IA
142
IFG Advisory
Georgia
$3.61M +$58.7K +2,510 +2%
AWA
143
Arkadios Wealth Advisors
Georgia
$3.6M +$117K +4,985 +3%
AF
144
Allworth Financial
California
$3.6M +$1.65M +70,590 +81%
AIM
145
Allen Investment Management
New York
$3.54M – – –
ISWM
146
Independent Solutions Wealth Management
New York
$3.49M -$94.1K -4,025 -3%
NFC
147
Northeast Financial Consultants
Connecticut
$3.48M – – –
BSSFA
148
Baron Silver Stevens Financial Advisors
Florida
$3.43M -$287K -12,260 -8%
VFA
149
Valeo Financial Advisors
Indiana
$3.42M -$337K -14,425 -2%
GGI
150
Godsey & Gibb Inc
Virginia
$3.41M +$116K +4,960 +4%
4 5
6
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