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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
201
Norden Group
Utah
$2.68M +$28.7K +1,055 +1%
BWP
202
Bernardo Wealth Planning
Pennsylvania
$2.66M +$354 +13 +0%
WWA
203
WCG Wealth Advisors
Nevada
$2.65M -$152K -5,602 -5%
SWM
204
Shrier Wealth Management
California
$2.63M +$331K +12,182 +15%
WWM
205
Western Wealth Management
Colorado
$2.62M -$321K -11,785 -11%
RWP
206
Ridgecrest Wealth Partners
California
$2.61M -$28K -1,028 -1%
BFG
207
Broussard Financial Group
Louisiana
$2.6M -$2.56M -94,306 -50%
JIC
208
Johnson Investment Counsel
Ohio
$2.6M +$114K +4,195 +5%
KFP
209
Keystone Financial Planning
Ohio
$2.59M -$220K -8,082 -8%
WTC
210
WhitTier Trust Company
Nevada
$2.57M -$40.8K -1,500 -2%
GFG
211
Goldstone Financial Group
Illinois
$2.55M -$167K -6,153 -6%
EWA
212
EP Wealth Advisors
California
$2.54M +$1.21M +44,623 +93%
EIP
213
Ellis Investment Partners
Pennsylvania
$2.53M +$1.71K +63 +0.1%
TCM
214
TruNorth Capital Management
Michigan
$2.53M – – –
SFS
215
Sowell Financial Services
Arkansas
$2.51M -$51.5K -1,894 -2%
SWP
216
Sagespring Wealth Partners
Tennessee
$2.51M -$119K -4,363 -5%
KOMWMG
217
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.5M -$459K -16,887 -16%
TCA
218
Transcend Capital Advisors
New Jersey
$2.48M -$27 -1 -0%
CIA
219
Concurrent Investment Advisors
Florida
$2.46M +$1.53M +56,349 +169%
BPA
220
Beacon Pointe Advisors
California
$2.44M -$96.7K -3,556 -4%
SFG
221
Sowa Financial Group
Rhode Island
$2.44M -$406K -14,912 -14%
CBT
222
Crews Bank & Trust
Florida
$2.44M -$48.1K -1,770 -2%
CWP
223
Concord Wealth Partners
Virginia
$2.4M +$89K +3,272 +4%
AWM
224
Axxcess Wealth Management
California
$2.38M -$36.1K -1,327 -2%
AWM
225
Apex Wealth Management
New Hampshire
$2.38M +$15.7K +577 +0.7%
7 8
9
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