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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
351
Inscription Capital
Texas
$504K +$165K +7,940 +51%
CWS
352
Cypress Wealth Services
California
$498K +$208 +10 +0%
WP
353
WealthPLAN Partners
Nebraska
$496K +$237K +11,410 +91%
WIM
354
WealthPlan Investment Management
Nebraska
$496K +$497K +23,940 New
RBFC
355
Roman Butler Fullerton & Co
Missouri
$493K +$519 +25 +0.1%
BCM
356
Brookstone Capital Management
Illinois
$492K +$26.2K +1,260 +6%
AAS
357
Ameritas Advisory Services
Nebraska
$490K +$22.3K +1,075 +5%
NGA
358
Naples Global Advisors
Florida
$478K -$18.2K -875 -4%
PSF
359
Pacific Sun Financial
California
$474K – – –
EWM
360
Empirical Wealth Management
Washington
$471K +$41.3K +1,990 +10%
AG
361
Ascent Group
Virginia
$465K -$108K -5,210 -19%
MCA
362
Magnolia Capital Advisors
Mississippi
$463K -$96.1K -4,630 -18%
TP
363
Tranquility Partners
Tennessee
$463K – – –
GA
364
Greytown Advisors
Florida
$458K +$445K +21,430 New
MA
365
MCF Advisors
Kentucky
$454K +$441K +21,240 New
KWM
366
Kingsview Wealth Management
Oregon
$453K +$1.14K +55 +0.3%
FA
367
Flagstar Advisors
New York
$452K -$38.2K -1,840 -8%
CWM
368
Cornerstone Wealth Management
Missouri
$445K -$29.4K -1,415 -6%
KWA
369
Kellett Wealth Advisors
Ohio
$445K -$10.4K -500 -2%
LA
370
Latitude Advisors
Florida
$443K +$117K +5,620 +37%
SWA
371
SFMG Wealth Advisors
Texas
$442K +$135K +6,485 +46%
MCM
372
MAI Capital Management
Ohio
$441K -$31.2K -1,505 -7%
HWA
373
HCR Wealth Advisors
California
$437K – – –
YIH
374
Y-Intercept (HK)
Hong Kong
$433K -$197K -9,510 -32%
SWM
375
Spire Wealth Management
Virginia
$432K -$830 -40 -0.2%
13 14
15
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