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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
526
Everpar Advisors
Oklahoma
$306K +$86.9K +3,770 +41%
VPP
527
Vertex Planning Partners
Illinois
$304K -$9.79K -425 -3%
SF
528
Symphony Financial
Texas
$302K +$293K +12,695 New
HSA
529
HBK Sorce Advisory
Pennsylvania
$299K -$9.33K -405 -3%
HF
530
HRT Financial
New York
$299K -$1.45M -62,845 -83%
VAS
531
Vestmark Advisory Solutions
Massachusetts
$299K -$49.3K -2,140 -14%
FI
532
Financial Insights
Washington
$296K – – –
SB
533
Strategic Blueprint
Georgia
$296K +$36.2K +1,570 +14%
AL
534
Aspiriant LLC
California
$295K – – –
NA
535
Note Advisors
New York
$294K -$2.65K -115 -0.9%
LWA
536
Lowe Wealth Advisors
Maryland
$294K – – –
IA
537
Integrity Alliance
Iowa
$294K -$524K -22,755 -64%
PWMAG
538
Pinnacle Wealth Management Advisory Group
New Jersey
$292K -$5.76K -250 -2%
EWS
539
Evergreen Wealth Solutions
Pennsylvania
$291K +$13.3K +575 +5%
SSWM
540
Smith Salley Wealth Management
North Carolina
$290K – – –
GEA
541
Glen Eagle Advisors
New Jersey
$290K – – –
MC
542
McCarthy & Cox
Ohio
$285K – – –
ESB
543
Essex Savings Bank
Connecticut
$284K – – –
VWA
544
Visionary Wealth Advisors
Illinois
$283K +$38.9K +1,690 +16%
SFP
545
Shepherd Financial Partners
Massachusetts
$282K +$277K +12,040 New
HA
546
Huntleigh Advisors
Missouri
$281K +$6.11K +265 +2%
PWM
547
Perigon Wealth Management
California
$279K +$50.7K +2,200 +23%
EWM
548
Empirical Wealth Management
Washington
$279K – – –
CW
549
CreativeOne Wealth
Kansas
$279K -$13.3K -575 -5%
WSFS
550
Wilmington Savings Fund Society
Delaware
$278K -$1.73K -75 -0.6%
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