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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
576
Bleakley Financial Group
New Jersey
$205K – – –
SW
577
Simplicity Wealth
New Jersey
$205K – – –
BIAS
578
Beacon Investment Advisory Services
New Jersey
$205K – – –
KC
579
Kades & Cheifetz
Pennsylvania
$204K +$6.53K +300 +3%
MSFS
580
Main Street Financial Solutions
Pennsylvania
$201K -$5.23K -240 -3%
MW
581
Maia Wealth
Colorado
$200K +$198K +9,080 New
CT
582
Clearstead Trust
Maine
$194K +$1.63K +75 +0.8%
WT
583
Whittier Trust
California
$191K -$111K -5,105 -37%
NS
584
NBC Securities
Alabama
$176K +$67.1K +3,080 +61%
NRG
585
Nemes Rush Group
Michigan
$173K +$173K +7,940 New
RFA
586
Register Financial Advisors
Georgia
$168K +$30K +1,380 +22%
BFEC
587
Benjamin F. Edwards & Company
Missouri
$163K +$7.18K +330 +5%
ACA
588
Aptus Capital Advisors
Alabama
$162K +$17.5K +805 +12%
TSWM
589
Tyler-Stone Wealth Management
Ohio
$162K +$218 +10 +0.1%
WWP
590
WR Wealth Planners
Missouri
$159K +$33.5K +1,540 +27%
FRA
591
Front Row Advisors
California
$156K -$10.9K -500 -7%
IGWM
592
ICA Group Wealth Management
Colorado
$152K -$1.38M -63,325 -90%
GWSG
593
GPS Wealth Strategies Group
Colorado
$145K +$41.4K +1,900 +40%
VNA
594
Valley National Advisers
Pennsylvania
$142K – – –
SRCM
595
Signature Resources Capital Management
California
$136K – – –
CFO
596
CVA Family Office
Colorado
$136K -$236K -10,825 -63%
CT
597
Colonial Trust
South Carolina
$133K -$49K -2,250 -27%
PAG
598
Paladin Advisory Group
Iowa
$129K -$2.61K -120 -2%
BCV
599
Banque Cantonale Vaudoise
Switzerland
$127K – – –
MCM
600
Manchester Capital Management
Vermont
$127K – – –
22 23
24
25 26