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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
676
Vermillion & White Wealth Management Group
Pennsylvania
$62.1K – – –
CFD
677
Creative Financial Designs
Indiana
$61.2K -$3.34K -145 -5%
MA
678
Montag & Associates
Georgia
$58.8K – – –
RWS
679
Retirement Wealth Solutions
Wisconsin
$58.6K +$57.6K +2,500 +50,000%
CIA
680
Choate Investment Advisors
Massachusetts
$58.6K +$57.6K +2,500 New
CIR
681
Clear Investment Research
Georgia
$58.3K -$3.92K -170 -6%
FFO
682
Fortitude Family Office
Arizona
$57.4K – – –
FCG
683
Financial Connections Group
California
$57K – – –
TWD
684
True Wealth Design
Ohio
$56.5K -$10.4K -450 -16%
MSWA
685
Marshall & Sterling Wealth Advisors
New York
$56K +$461 +20 +0.8%
SC
686
Stephens Consulting
Michigan
$55.5K – – –
TF
687
Tompkins Financial
New York
$52.7K – – –
HAP
688
Harbor Asset Planning
Massachusetts
$51K +$50.1K +2,175 New
FCT
689
First Community Trust
Iowa
$51K – – –
GCM
690
Gables Capital Management
Florida
$48.6K – – –
WIM
691
Westside Investment Management
California
$47.6K -$1.5K -65 -3%
VWM
692
Vermillion Wealth Management
Minnesota
$47.3K +$346 +15 +0.7%
YP
693
YANKCOM Partnership
South Dakota
$47K – – –
MWM
694
MGB Wealth Management
Texas
$46.9K – – –
CWIG
695
Chung Wu Investment Group
Texas
$46.9K +$46.1K +2,000 New
RF
696
Roxbury Financial
New Jersey
$41.5K +$230 +10 +0.6%
EWA
697
EQ Wealth Advisors
Texas
$38.4K – – –
EWA
698
EverSource Wealth Advisors
Alabama
$38.2K – – –
AWM
699
AllSquare Wealth Management
New York
$37.8K – – –
BCV
700
Banque Cantonale Vaudoise
Switzerland
$37K – – –
26 27
28
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