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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
576
Retirement Planning Group (Kansas)
Kansas
$286K -$60.8K -2,500 -18%
GAM
577
Gotham Asset Management
New York
$283K – – –
TWP
578
Tyche Wealth Partners
Texas
$281K +$7.17K +295 +3%
VCP
579
Verus Capital Partners
Arizona
$281K – – –
VR
580
Valued Retirements
Texas
$279K +$486 +20 +0.2%
GI
581
Gradient Investments
Minnesota
$279K +$3.65K +150 +1%
VPP
582
Vertex Planning Partners
Illinois
$278K -$26K -1,070 -9%
BFG
583
Bouchey Financial Group
New York
$277K +$277K +11,375 New
AA
584
Armis Advisers
Georgia
$276K +$43.3K +1,780 +21%
MC
585
Moors & Cabot
Massachusetts
$275K +$53.9K +2,215 +24%
EWM
586
Empirical Wealth Management
Washington
$273K -$29.2K -1,200 -10%
CFCI
587
Comprehensive Financial Consultants Institutional
Indiana
$271K – – –
RRA
588
Round Rock Advisors
Connecticut
$271K – – –
VWA
589
Visionary Wealth Advisors
Illinois
$270K +$973 +40 +0.4%
OFS
590
OneAscent Financial Services
Alabama
$270K +$270K +11,095 New
WB
591
WesBanco Bank
West Virginia
$268K – – –
CPSAC
592
Chas P. Smith & Associates (CPS)
Florida
$267K -$39.8K -1,635 -13%
VCA
593
Verdence Capital Advisors
Maryland
$267K +$365 +15 +0.1%
BFG
594
Beacon Financial Group
Texas
$267K -$6.69K -275 -2%
CWM
595
Chemistry Wealth Management
New York
$265K – – –
PCIA
596
Prime Capital Investment Advisors
Kansas
$263K +$8.76K +360 +3%
IPW
597
Impact Partnership Wealth
Georgia
$263K +$263K +10,805 New
PAMG
598
Patton Albertson Miller Group
Tennessee
$262K -$51.7K -2,125 -16%
TFS
599
Thoroughbred Financial Services
Tennessee
$261K +$1.58K +65 +0.6%
PWP
600
Perfromance Wealth Partners
Illinois
$259K -$14.2K -585 -5%
22 23
24
25 26