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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
426
TrinityPoint Wealth
Connecticut
$481K +$458 +20 +0.1%
ES
427
Eagle Strategies
New York
$481K +$2.63K +115 +0.6%
TPI
428
Trust Point Inc
Wisconsin
$478K – – –
SWRP
429
Summit Wealth & Retirement Planning
California
$476K +$16.8K +735 +4%
ICP
430
Interchange Capital Partners
Pennsylvania
$472K – – –
FSA
431
Fort Sheridan Advisors
Illinois
$471K +$2.75K +120 +0.6%
MM
432
Meridian Management
Arkansas
$470K – – –
FTWA
433
Fifth Third Wealth Advisors
Ohio
$469K +$457K +19,950 New
PIM
434
Parker Investment Management
California
$468K +$456K +19,900 New
BCM
435
Brookstone Capital Management
Illinois
$459K +$49K +2,140 +12%
GFS
436
GYL Financial Synergies
Connecticut
$454K – – –
NGA
437
Naples Global Advisors
Florida
$448K – – –
MWP
438
Madison Wealth Partners
Wisconsin
$446K -$16.5K -720 -4%
HCM
439
Hengehold Capital Management
Ohio
$445K -$33.3K -1,455 -7%
RBFC
440
Roman Butler Fullerton & Co
Missouri
$442K +$801 +35 +0.2%
ZIG
441
Zullo Investment Group
Pennsylvania
$441K – – –
CW
442
CreativeOne Wealth
Kansas
$438K +$130K +5,670 +44%
IWN
443
Independent Wealth Network
Iowa
$437K -$21.9K -955 -5%
CAM
444
Concorde Asset Management
Michigan
$434K +$182K +7,940 +76%
TC
445
Trust Company
Kansas
$433K – – –
TFGT
446
TS Financial Group (TSFG)
Illinois
$431K – – –
GWP
447
Gateway Wealth Partners
Wisconsin
$429K -$393K -17,175 -49%
FCM
448
Firestone Capital Management
Florida
$423K – – –
AOWM
449
Alpha Omega Wealth Management
Virginia
$414K -$92.7K -4,050 -19%
MWM
450
Modera Wealth Management
New Jersey
$413K +$21.6K +945 +6%
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