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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAA
676
Southeast Asset Advisors
Georgia
$245K – – –
PAMG
677
Patton Albertson Miller Group
Tennessee
$244K -$50.3K -1,850 -17%
CFP
678
Cascade Financial Partners
California
$244K – – –
RFA
679
Resurgent Financial Advisors
Georgia
$244K +$242K +8,886 New
PP
680
PDS Planning
Ohio
$243K +$734 +27 +0.3%
TFA
681
Transamerica Financial Advisors
Florida
$243K +$84.9K +3,120 +54%
DWT
682
Dorsey & Whitney Trust
South Dakota
$243K – – –
WT
683
Whittier Trust
California
$243K – – –
AG
684
Ascent Group
Virginia
$243K – – –
SFS
685
Security Financial Services
Indiana
$241K +$23.9K +877 +11%
WPP
686
Whalerock Point Partners
Rhode Island
$241K – – –
SLP
687
Storen Legacy Partners
Indiana
$239K +$1.58K +58 +0.7%
CF
688
Convergence Financial
Missouri
$239K -$5.31M -195,155 -96%
LWA
689
Lantern Wealth Advisors
New York
$237K – – –
BTWM
690
Baker Tilly Wealth Management
Wisconsin
$234K – – –
VWA
691
Valued Wealth Advisors
Utah
$234K -$27 -1 -0%
GM
692
GeoWealth Management
Illinois
$234K -$1.92M -70,767 -89%
GCM
693
Gambit Capital Management
Tennessee
$234K +$232K +8,525 New
PAW
694
Plan A Wealth
Nebraska
$231K -$28.7K -1,055 -11%
MFP
695
Meramec Financial Planners
Missouri
$229K -$1.85K -68 -0.8%
PFA
696
Pure Financial Advisors
California
$228K +$226K +8,325 New
APG
697
Abacus Planning Group
South Carolina
$228K – – –
CB
698
Commerce Bank
Missouri
$226K – – –
BKA
699
Brick & Kyle Associates
Pennsylvania
$224K -$180K -6,612 -80%
SVWG
700
Shared Vision Wealth Group
United States
$224K -$27 -1 -0%
26 27
28
29 30