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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
551
Sound Income Strategies
Florida
$277K +$200K +8,685 +277%
BFG
552
Beacon Financial Group
Texas
$277K +$53K +2,300 +24%
DWM
553
Diversify Wealth Management
Utah
$276K +$264K +11,455 New
VCA
554
Verdence Capital Advisors
Maryland
$274K +$16.2K +705 +6%
PCIA
555
Prime Capital Investment Advisors
Kansas
$274K -$604K -26,215 -69%
CFCI
556
Comprehensive Financial Consultants Institutional
Indiana
$273K -$281K -12,200 -51%
TCOV
557
Trust Company of Vermont
Vermont
$271K +$49.7K +2,155 +23%
VCP
558
Verus Capital Partners
Arizona
$271K – – –
VR
559
Valued Retirements
Texas
$269K +$461 +20 +0.2%
TFS
560
Thoroughbred Financial Services
Tennessee
$268K -$59.1K -2,565 -18%
CSP
561
Cary Street Partners
Virginia
$267K +$262K +11,390 New
GI
562
Gradient Investments
Minnesota
$265K – – –
MCA
563
Magnolia Capital Advisors
Mississippi
$265K -$71.9K -3,120 -22%
TCMP
564
Thrive Capital Management (Pennsylvania)
Pennsylvania
$264K +$259K +11,255 New
AWM
565
Apollon Wealth Management
South Carolina
$262K +$346 +15 +0.1%
RRA
566
Round Rock Advisors
Connecticut
$261K -$115 -5 -0%
WB
567
WesBanco Bank
West Virginia
$258K – – –
CWM
568
Chemistry Wealth Management
New York
$255K +$26K +1,130 +12%
PWP
569
Perfromance Wealth Partners
Illinois
$252K -$4.49K -195 -2%
TWP
570
Tyche Wealth Partners
Texas
$251K +$12.2K +530 +5%
BPAMU
571
BTG Pactual Asset Management US
New York
$249K -$140K -6,075 -36%
CWG
572
Cornerstone Wealth Group
North Carolina
$247K +$922 +40 +0.4%
NG
573
Novem Group
New York
$246K +$12.2K +530 +5%
MC
574
Moors & Cabot
Massachusetts
$245K – – –
UB
575
UMB Bank
Missouri
$244K – – –
21 22
23
24 25