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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
451
GYL Financial Synergies
Connecticut
$394K -$74.8K -3,800 -16%
CWM
452
Cornerstone Wealth Management
Missouri
$390K -$37.6K -1,910 -9%
BCM
453
Brookstone Capital Management
Illinois
$388K -$125K -6,345 -25%
TFGT
454
TS Financial Group (TSFG)
Illinois
$384K – – –
ZIG
455
Zullo Investment Group
Pennsylvania
$382K – – –
TSS
456
Two Sigma Securities
New York
$379K +$366K +18,565 New
MWP
457
Madison Wealth Partners
Wisconsin
$377K – – –
TC
458
Trust Company
Kansas
$376K – – –
FCM
459
Firestone Capital Management
Florida
$367K – – –
TFA
460
TPG Financial Advisors
Oregon
$367K +$347K +17,625 New
CPIG
461
Chicago Partners Investment Group
Illinois
$365K -$1.3M -65,810 -79%
NW
462
NewEdge Wealth
Pennsylvania
$364K +$351K +17,825 New
VAS
463
Vestmark Advisory Solutions
Massachusetts
$364K +$351K +17,825 New
CA
464
Clearstead Advisors
Ohio
$363K -$1.62M -82,435 -82%
LSPW
465
Lake Street Private Wealth
Illinois
$362K -$985 -50 -0.3%
PA
466
Paragon Advisors
Texas
$358K +$346K +17,560 New
FFA
467
Farther Finance Advisors
California
$357K +$11K +560 +3%
CAM
468
Concorde Asset Management
Michigan
$357K -$10.6K -540 -3%
GP
469
Greenline Partners
New York
$357K – – –
NRC
470
New Republic Capital
North Carolina
$356K -$429K -21,775 -56%
WC
471
Waterloo Capital
Texas
$355K +$343K +17,410 New
SIC
472
Sigma Investment Counselors
Michigan
$353K -$139K -7,045 -29%
CPSAC
473
Chas P. Smith & Associates (CPS)
Florida
$352K – – –
GCIM
474
Gunn & Company Investment Management
Florida
$352K +$340K +17,240 New
WA
475
WBH Advisory
Maryland
$351K -$47.9K -2,430 -12%
17 18
19
20 21