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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
201
Verity Asset Management
North Carolina
$2.35M +$2.35M +96,730 New
SWP
202
Sagespring Wealth Partners
Tennessee
$2.35M +$2.07K +85 +0.1%
NG
203
Norden Group
Utah
$2.34M -$249K -10,225 -10%
SFS
204
Sowell Financial Services
Arkansas
$2.33M +$4.99K +205 +0.2%
APWA
205
Atlas Private Wealth Advisors
New Jersey
$2.33M +$16.3K +670 +0.7%
FAM
206
Formidable Asset Management
Ohio
$2.3M -$819K -33,685 -26%
CAG
207
Csenge Advisory Group
Florida
$2.29M +$85.8K +3,530 +4%
WTC
208
WhitTier Trust Company
Nevada
$2.27M -$54.7K -2,250 -2%
TCM
209
TruNorth Capital Management
Michigan
$2.25M – – –
IP
210
Indivisible Partners
Florida
$2.24M +$2.24M +92,290 New
GIA
211
Gladstone Institutional Advisory
Florida
$2.24M -$64K -2,630 -3%
EIP
212
Ellis Investment Partners
Pennsylvania
$2.23M -$120K -4,915 -5%
SG
213
StoneX Group
New York
$2.23M +$241K +9,925 +12%
EWA
214
EP Wealth Advisors
California
$2.21M +$2.21M +90,975 New
TCA
215
Transcend Capital Advisors
New Jersey
$2.21M +$12K +495 +0.5%
PFPG
216
Pinnacle Financial Partners (Georgia)
Georgia
$2.21M +$2.2M +90,645 New
AWM
217
Axxcess Wealth Management
California
$2.18M +$1.55M +63,940 +250%
CCM
218
Coldstream Capital Management
Washington
$2.16M +$422K +17,365 +24%
FG
219
Fiduciary Group
Georgia
$2.16M +$4.62K +190 +0.2%
HA
220
HFG Advisors
Ohio
$2.15M +$35.1K +1,445 +2%
CBT
221
Crews Bank & Trust
Florida
$2.15M +$62K +2,550 +3%
IAG
222
Investment Advisory Group
Massachusetts
$2.15M -$68.9K -2,835 -3%
AIA
223
Aventus Investment Advisors
Florida
$2.12M -$154K -6,330 -7%
CSF
224
Capital Squared Financial
Maryland
$2.1M +$64K +2,630 +3%
JIC
225
Johnson Investment Counsel
Ohio
$2.1M +$585K +24,065 +39%
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