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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$517M +$43.9M +2,868,275 +9%
Bank of America
2
Bank of America
North Carolina
$140M +$20.7M +1,352,095 +17%
Morgan Stanley
3
Morgan Stanley
New York
$124M +$6.09M +397,765 +5%
NLI
4
Nippon Life Insurance
Japan
$123M – – –
UBS Group
5
UBS Group
Switzerland
$107M -$1.54M -100,780 -1%
SWA
6
SFMG Wealth Advisors
Texas
$99M +$66.2M +4,326,935 +190%
PPFA
7
Provida Pension Fund Administrator
Chile
$94.4M -$30.1M -1,965,575 -24%
Wells Fargo
8
Wells Fargo
California
$83.3M -$12.3M -804,305 -13%
MB
9
Mizuho Bank
Japan
$64.5M – – –
LPL Financial
10
LPL Financial
California
$63.4M +$902K +58,945 +1%
Goldman Sachs
11
Goldman Sachs
New York
$58.6M +$8.53M +557,325 +17%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$46.9M +$3.9M +254,910 +9%
M&T Bank
13
M&T Bank
New York
$42.1M +$2.21M +144,220 +5%
BFA
14
Beaumont Financial Advisors
Massachusetts
$30.9M +$2.37M +154,880 +8%
LIA
15
LBMC Investment Advisors
Tennessee
$29.3M +$1.3M +84,790 +5%
SC
16
Stratford Consulting
Texas
$26.8M +$64.7K +4,230 +0.2%
CP
17
Corbenic Partners
Pennsylvania
$25.8M -$4.65M -303,625 -15%
AWA
18
ARS Wealth Advisors
Florida
$23.8M +$793K +51,820 +3%
AIM
19
Astor Investment Management
Illinois
$22.8M -$20.4M -1,333,070 -47%
SMA
20
Simply Money Advisors
Ohio
$20.1M +$689K +45,015 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$19.4M +$2.28M +149,210 +13%
WBG
22
Wharton Business Group
Pennsylvania
$18.7M +$19.1M +1,246,600 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$18.4M +$10.2M +666,275 +118%
William Blair & Company
24
William Blair & Company
Illinois
$17.4M +$5.67M +370,510 +47%
HB
25
Homrich & Berg
Georgia
$16.4M -$1.05M -68,875 -6%
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