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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
901
Fortress Financial Group
Minnesota
– -$240K -8,840 Closed
RRA
902
Round Rock Advisors
Connecticut
– -$234K -8,635 Closed
ICMM
903
Integrated Capital Management (Michigan)
Michigan
– -$208K -7,650 Closed
PF
904
Penney Financial
Texas
– -$207K -7,625 Closed
WP
905
WealthSpring Partners
California
– -$206K -7,575 Closed
VPP
906
Vertex Planning Partners
Illinois
– -$203K -7,475 Closed
CKAIS
907
Christensen King & Associates Investment Services
Washington
– -$202K -7,440 Closed
IWS
908
Intentional Wealth Strategies
Colorado
– -$115K -4,240 Closed
GWANC
909
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$113K -4,170 Closed
BA
910
Ballast Advisors
Minnesota
– -$89.8K -3,310 Closed
LWMI
911
Legacy Wealth Management (Idaho)
Idaho
– -$73.6K -2,710 Closed
CIR
912
Clear Investment Research
Georgia
– -$48.7K -1,795 Closed
EWM
913
EPG Wealth Management
Georgia
– -$43.8K -1,615 Closed
AGWCA
914
Annis Gardner Whiting Capital Advisors
Florida
– -$41.4K -1,525 Closed
MWA
915
Merkkuri Wealth Advisors
New York
– -$25.8K -950 Closed
MWC
916
MBM Wealth Consultants
Missouri
– -$23.8K -875 Closed
CTC
917
Central Trust Company
Missouri
– -$18.1K -665 Closed
CAM
918
Clarity Asset Management
Iowa
– -$17.7K -655 Closed
MWA
919
Medallion Wealth Advisors
Connecticut
– -$16.3K -600 Closed
SWIM
920
Smallwood Wealth Investment Management
New Jersey
– -$14.8K -545 Closed
RFP
921
Root Financial Partners
California
– -$14.3K -525 Closed
IAAG
922
Innovative Asset Advisors Group
Connecticut
– -$13.6K -500 Closed
GSEP
923
Golden State Equity Partners
California
– -$10.2K -375 Closed
WBC
924
West Branch Capital
Massachusetts
– -$5.16K -190 Closed
SIS
925
Sound Income Strategies
Florida
– -$4.6K -170 Closed
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