BlackRock-advised Funds > BlackRock Equity Dividend Fund
BlackRock Equity Dividend Fund
$18.60B
Avg Monthly Net Assets
$19.48B
Total Assets
$22.92M
Total Liabilities
$19.46B
Net Assets
BlackRock Equity Dividend Fund is a Mutual Fund in BlackRock Equity Dividend Fund
from BlackRock-advised Funds,
based in Delaware,
United States of America.
The fund has six share classes
and monthly net assets of $18.60B.
On September 27th, 2024 it reported 91 holdings, the largest
being BlackRock Liquidity Funds (3.9%), Wells Fargo & Co (3.4%) and Citigroup Inc (3.0%).
Data provided by Fincoded.
Share Classes
| Name | Class/Contract ID | Ticker | Monthly Returns (2 years) |
|---|---|---|---|
| Class K | C000166015 | MKDVX | |
| Class R | C000005784 | MRDVX | |
| Institutional | C000005783 | MADVX | |
| Investor A | C000005780 | MDDVX | |
| Investor C | C000005782 | MCDVX | |
| Service | C000038256 | MSDVX |
Holdings
From latest NPORT-P, filed September 27th, 2024 for period ending July 31st, 2024.
Historic holdings data available from Fincoded.
| Name | Profile | Category | Country | Value $USD | # Shares | % of Fund |
|---|---|---|---|---|---|---|
| Air Products and Chemicals Inc | Long | Equity-common | US | $89M | 338K | 0.46 |
| Albemarle Corp | Long | Equity-common | US | $92M | 985K | 0.47 |
| Alibaba Group Holding Ltd | Long | Equity-common | KY | $67M | 7M | 0.35 |
| Allegion plc | Long | Equity-common | IE | $114M | 836K | 0.59 |
| American Electric Power Co Inc | Long | Equity-common | US | $238M | 2M | 1.22 |
| American International Group Inc | Long | Equity-common | US | $403M | 5M | 2.07 |
| AstraZeneca PLC | Long | Equity-common | GB | $101M | 638K | 0.52 |
| AT&T Inc | Long | Equity-common | US | $103M | 5M | 0.53 |
| Bank of America Corp | Long | Equity-common | US | $129M | 3M | 0.66 |
| Baxter International Inc | Long | Equity-common | US | $330M | 9M | 1.70 |
| Bayer AG | Long | Equity-common | DE | $141M | 5M | 0.72 |
| BlackRock Liquidity Funds: T-Fund, Institutional Shares | Long | Short-term investment vehicle | US | $768M | 768M | 3.95 |
| BP PLC | Long | Equity-common | GB | $411M | 70M | 2.11 |
| Bristol-Myers Squibb Co | Long | Equity-common | US | $41M | 869K | 0.21 |
| British American Tobacco PLC | Long | Equity-common | GB | $333M | 9M | 1.71 |
| Cardinal Health Inc | Long | Equity-common | US | $409M | 4M | 2.10 |
| Cigna Group/The | Long | Equity-common | US | $190M | 546K | 0.98 |
| Cisco Systems Inc | Long | Equity-common | US | $285M | 6M | 1.46 |
| Citigroup Inc | Long | Equity-common | US | $591M | 9M | 3.04 |
| Citizens Financial Group Inc | Long | Equity-common | US | $133M | 3M | 0.68 |
| CNH Industrial NV | Long | Equity-common | NL | $86M | 8M | 0.44 |
| Cognizant Technology Solutions Corp | Long | Equity-common | US | $253M | 3M | 1.30 |
| Comcast Corp | Long | Equity-common | US | $354M | 9M | 1.82 |
| Crown Castle Inc | Long | Equity-common | US | $199M | 2M | 1.02 |
| CVS Health Corp | Long | Equity-common | US | $480M | 8M | 2.47 |
| Diageo PLC | Long | Equity-common | GB | $38M | 1M | 0.20 |
| Discover Financial Services | Long | Equity-common | US | $98M | 679K | 0.50 |
| Dollar General Corp | Long | Equity-common | US | $175M | 1M | 0.90 |
| Edison International | Long | Equity-common | US | $74M | 929K | 0.38 |
| Electronic Arts Inc | Long | Equity-common | US | $224M | 1M | 1.15 |
| Elevance Health Inc | Long | Equity-common | US | $282M | 529K | 1.45 |
| Eli Lilly & Co | Long | Equity-common | US | $159M | 197K | 0.82 |
| Entergy Corp | Long | Equity-common | US | $71M | 616K | 0.37 |
| Enterprise Products Partners LP | Long | Equity-common | US | $190M | 7M | 0.98 |
| Exelon Corp | Long | Equity-common | US | $156M | 4M | 0.80 |
| Fidelity National Financial Inc | Long | Equity-common | US | $225M | 4M | 1.16 |
| Fidelity National Information Services Inc | Long | Equity-common | US | $327M | 4M | 1.68 |
| First Citizens BancShares Inc/NC | Long | Equity-common | US | $565M | 271K | 2.90 |
| Fortrea Holdings Inc | Long | Equity-common | US | $81M | 3M | 0.42 |
| Fox Corp | Long | Equity-common | US | $146M | 4M | 0.75 |
| General Motors Co | Long | Equity-common | US | $294M | 7M | 1.51 |
| Goldman Sachs Group Inc/The | Long | Equity-common | US | $46M | 90K | 0.24 |
| Hasbro Inc | Long | Equity-common | US | $147M | 2M | 0.76 |
| Henkel AG & Co KGaA | Long | Equity-preferred | DE | $90M | 1M | 0.46 |
| Hess Corp | Long | Equity-common | US | $197M | 1M | 1.01 |
| Hewlett Packard Enterprise Co | Long | Equity-common | US | $101M | 5M | 0.52 |
| HP Inc | Long | Equity-common | US | $189M | 5M | 0.97 |
| Humana Inc | Long | Equity-common | US | $183M | 507K | 0.94 |
| Intercontinental Exchange Inc | Long | Equity-common | US | $249M | 2M | 1.28 |
| International Flavors & Fragrances Inc | Long | Equity-common | US | $121M | 1M | 0.62 |
| Johnson Controls International plc | Long | Equity-common | IE | $211M | 3M | 1.08 |
| JPMorgan Chase & Co | Long | Equity-common | US | $268M | 1M | 1.38 |
| Keurig Dr Pepper Inc | Long | Equity-common | US | $132M | 4M | 0.68 |
| Kimberly-Clark Corp | Long | Equity-common | US | $116M | 862K | 0.60 |
| Komatsu Ltd | Long | Equity-common | JP | $81M | 3M | 0.42 |
| Koninklijke Philips NV | Long | Equity-common | NL | $209M | 7M | 1.07 |
| Kraft Heinz Co/The | Long | Equity-common | US | $387M | 11M | 1.99 |
| L3Harris Technologies Inc | Long | Equity-common | US | $432M | 2M | 2.22 |
| Labcorp Holdings Inc | Long | Equity-common | US | $252M | 1M | 1.30 |
| Lear Corp | Long | Equity-common | US | $107M | 877K | 0.55 |
| Leidos Holdings Inc | Long | Equity-common | US | $223M | 2M | 1.14 |
| Medtronic PLC | Long | Equity-common | IE | $365M | 5M | 1.88 |
| Microsoft Corp | Long | Equity-common | US | $206M | 493K | 1.06 |
| Mid-America Apartment Communities Inc | Long | Equity-common | US | $92M | 658K | 0.47 |
| Newell Brands Inc | Long | Equity-common | US | $41M | 5M | 0.21 |
| Pernod Ricard SA | Long | Equity-common | FR | $50M | 375K | 0.26 |
| PG&E Corp | Long | Equity-common | US | $191M | 10M | 0.98 |
| PPG Industries Inc | Long | Equity-common | US | $110M | 865K | 0.56 |
| Prudential PLC | Long | Equity-common | GB | $79M | 9M | 0.40 |
| RTX Corp | Long | Equity-common | US | $302M | 3M | 1.55 |
| Samsung Electronics Co Ltd | Long | Equity-common | KR | $487M | 8M | 2.50 |
| Sanofi SA | Long | Equity-common | FR | $317M | 3M | 1.63 |
| Sealed Air Corp | Long | Equity-common | US | $257M | 7M | 1.32 |
| Sempra | Long | Equity-common | US | $204M | 3M | 1.05 |
| Shell PLC | Long | Equity-common | GB | $446M | 12M | 2.29 |
| Sony Group Corp | Long | Equity-common | JP | $188M | 2M | 0.96 |
| SS&C Technologies Holdings Inc | Long | Equity-common | US | $428M | 6M | 2.20 |
| Stanley Black & Decker Inc | Long | Equity-common | US | $127M | 1M | 0.65 |
| Suncor Energy Inc | Long | Equity-common | CA | $219M | 5M | 1.12 |
| Swatch Group AG/The | Long | Equity-common | CH | $76M | 371K | 0.39 |
| Taiwan Semiconductor Manufacturing Co Ltd | Long | Equity-common | TW | $100M | 3M | 0.52 |
| Tapestry Inc | Long | Equity-common | US | $34M | 844K | 0.17 |
| Teck Resources Ltd | Long | Equity-common | CA | $58M | 1M | 0.30 |
| Thermo Fisher Scientific Inc | Long | Equity-common | US | $61M | 99K | 0.31 |
| UBS Group AG | Long | Equity-common | CH | $95M | 3M | 0.49 |
| Verizon Communications Inc | Long | Equity-common | US | $237M | 6M | 1.22 |
| Visa Inc | Long | Equity-common | US | $151M | 567K | 0.77 |
| Wells Fargo & Co | Long | Equity-common | US | $657M | 11M | 3.37 |
| Westinghouse Air Brake Technologies Corp | Long | Equity-common | US | $146M | 908K | 0.75 |
| Willis Towers Watson PLC | Long | Equity-common | IE | $355M | 1M | 1.82 |
| WPP PLC | Long | Equity-common | JE | $151M | 16M | 0.77 |
Address
BlackRock Equity Dividend Fund
100 Bellevue Parkway
Wilmington
Delaware
19809
United States of America
Websites
Directors
Cynthia A. Montgomery
Kenneth L. Urish
John M. Perlowski
Mark Stalnecker
Susan J. Carter
Donald C. Opatrny
Henry R. Keizer
Lena G. Goldberg
Claire A. Walton
Collette Chilton
Robert Fairbairn
Neil A. Cotty
Transfer Agents
BNY Mellon Investment Servicing (US) Inc.
Pricing Services
S&P Global Inc.
London Stock Exchange Group PLC
Bloomberg L.P.
ICE Data Services, Inc.
Custodians
The Hongkong and Shanghai Banking Corporation Limited (Sydney, NSW, AU, Branch)
BNP Paribas
Euroclear Bank
Citibank Europe Public Limited Company
Credit Suisse Securities (USA) LLC
State Street Bank International GmbH
Goldman Sachs & Co. LLC
Royal Bank of Canada
State Street Bank and Trust Company (Edinburgh, GB, Branch)
Barclays Capital Inc.
Skandinaviska Enskilda Banken A/S
Standard Chartered International Commercial Bank Co., Ltd.
Citigroup Global Markets Inc.
Skandinaviska Enskilda Banken AB (Oslo, Oslo, NO, Branch)
State Street Trust Company Canada
UBS Switzerland AG
The Hongkong and Shanghai Banking Corporation Limited (Jung-gu, Seoul, KR, Branch)
Morgan Stanley & Co. LLC
Mizuho Bank, Ltd. (Minato ku, Tokyo, JP, Branch)
Clearstream Banking S.A.
BofA Securities, Inc.
State Street Bank and Trust Company
Citibank, National Association (Sao Paulo, Sao Paulo, BR, Branch)
The Hongkong and Shanghai Banking Corporation Limited
Shareholder Servicing Agents
Benefit Trust Company
Eagles Coast Capital, LLC
Jack V. Butterfield Investment Company
Regal Securities, Inc.
KW Securities Corporation
World Capital Brokerage, Inc.
SWBC Investment Services, LLC
COUNTRY Capital Management Company
Cetera Investment Services LLC
International Research Securities, Inc.
Integral Financial LLC
Osaic Wealth, Inc.
Keel Point Capital, LLC
United Advisor Group, LLC
FMN Capital Corporation
Crown Capital Securities, L.P.
Laidlaw & Company (UK) Ltd.
Liberty Partners Financial Services, LLC
CBIZ Financial Solutions, Inc.
Carolinas Wealth Consulting LLC
World Choice Securities, Inc.
D.A. Davidson & Co.
National Financial Services LLC
Gainline Financial Partners, LLC
Hudson Heritage Capital Management Inc.
Ascensus Financial Services, LLC
Mutual Funds Associates, Inc.
Samuel A. Ramirez & Company, Inc.
Allianz Life Financial Services, LLC
Packerland Brokerage Services, Inc.
Classic, LLC
Kleinfelder Capital, Inc.
Hancock Whitney Investment Services, Inc.
Woodbury Financial Services, Inc.
Calamar Financial Group, LLC
The Strategic Financial Alliance, Inc.
Pinnacle Investments, LLC
Ridgeback Capital Management
Madison Avenue Securities, LLC
Chelsea Morgan Securities, Inc.
Jessup Wealth Management Inc.
Journey Strategic Wealth, LLC
Aon Securities LLC
JOURNEY WEALTH MANAGEMENT
TD Private Client Wealth LLC
Lincoln Financial Advisors Corporation
Ameriprise Financial Services, LLC
TIAA-CREF Individual & Institutional Services, LLC
Ace Diversified Capital, Inc.
Vorpahl Wing Securities, Inc.
Crescent Securities Group, Inc.
Snowden Account Services LLC
T.S. Phillips Investments, Inc.
Kestra Investment Services, LLC
Stonex Securities Inc.
ECON WEALTH MANAGEMENT
Gem-Young Wealth Advisors, LLC
CC Capital Advisors, Inc.
Mutual of Omaha Investor Services, Inc.
Capital City Securities, LLC
Mid Atlantic Clearing & Settlement Corporation
SouthState DuncanWilliams Securities Corp.
Osaic Services, Inc.
T. Rowe Price Investment Services, Inc.
Intercarolina Financial Services, Inc.
Blakeslee & Blakeslee, Inc.
Pyramid Funds Corporation
Lombard Securities, Incorporated
COGENTBLUE
Interactive Brokers LLC
L.M. Kohn & Company
VBC Securities, L.L.C.
Smith, Moore & Co.
Associated Investment Services, Inc.
Safe Harbor Asset Management, Inc.
Osaic Institutions, Inc.
Fountainhead Capital Management, LLC
CUNA Brokerage Services, Inc.
Paradigm Wealth Management LLC
Lincoln Investment Planning, LLC
Portfolio Resources Group, Inc.
CROAK CAPITAL
J. Alden Associates, Inc.
BNP Paribas Securities Corp.
AssetMark Trust Company
The O. N. Equity Sales Company
USI Securities, Inc.
Symphonic Securities LLC
M. E. Allison & Co., Inc.
Wellington Shields & Co., LLC
Advanced Advisor Group, LLC
Saturna Trust Company
Wright Investors' Service Distributors, Inc.
Fiduciary Trust Company International
Grove Point Investments, LLC
Feltl and Company, Inc.
Investshares, Inc
Rogan & Associates, Inc.
DWS Distributors, Inc.
Trustmont Financial Group, Inc.
Jacques Financial, LLC
First Horizon Advisors, Inc.
Westminster Financial Securities, Inc.
BTG Pactual US Capital, LLC
Avantax Wealth Management, Inc.
Maine Securities Corporation
Securities America, Inc.
DMK Advisor Group, Inc.
LPL Enterprise, LLC
MSEC, LLC
Financial Counseling, Inc.
Cary Street Partners LLC
Flagstar Advisors, Inc.
Oneascent Financial Services, LLC
First Citizens Investor Services, Inc.
Larson Financial Securities, LLC
Aurora Securities Inc
Cannon Securities, Inc.
Truist Investment Services, Inc.
Superior Financial Services, Inc.
Great Point Capital LLC
Transamerica Financial Advisors, Inc.
CIBC World Markets Corp.
Strategic Wealth Capital, LLC
Insigneo Securities, LLC
Voya Institutional Plan Services, LLC
Brokers International Financial Services, LLC
Allen C. Ewing & Co.
Heim, Young & Associates, Inc.
Wells Fargo Clearing Services, LLC
NEWPORT INVESTMENT ADVISORS INC
Frazier Financial Advisors, LLC
Concourse Financial Group Securities, Inc.
N.E. Private Client Advisors, Ltd.
Colorado Financial Service Corporation
McLaughlin Ryder Investments, Inc.
J.P. Morgan Securities LLC
Joseph Gunnar & Co., L.L.C.
Beaconsfield Financial Services, Inc.
Itau International Securities Inc.
Chauner Securities, Inc.
Standard Insurance Company
Essex Securities LLC
Voya Investments Distributor, LLC
Aspire Growth Partners, LLC (Medina, OH, US, Branch)
CGIS Securities LLC
Steward Partners Investment Solutions, LLC
Skybox Financial Group, LLC
Securevest Financial Group Inc.
United Planners Financial Services of America A Limited Partnership
BOK Financial Securities, Inc.
USA Financial Securities Corporation
ARIVE Capital Markets LLC
Yarger Wealth Strategies, LLC
Jefferies LLC
Landaas & Company, LLC
VALIC Retirement Services Company
Intercam Securities, Inc.
Crews and Associates, Inc.
Perryman Securities, Inc.
TCAdvisors Network Inc
REED FINANCIAL SERVICES, INC.
BTS Securities Corporation
Planned Financial Programs, Inc.
G. A. Repple & Company
Corecap Investments, LLC
H. C. Denison Co.
Leo Brokerage, LLC
Hantz Financial Services, Inc.
NYLIFE Securities LLC
Hazard & Siegel, Inc.
White Mountain Capital, LLC
Voya Financial Partners, LLC
Synovus Securities, Inc.
K. W. Chambers & Co.
Nationwide Planning Associates Inc.
Signature Estate Securities, Inc.
NEXT Financial Group, Inc.
UBS Financial Services Inc.
Monex Securities, Inc.
United Brokerage Services, Inc.
MCF Advisors, LLC
Dinosaur Financial Group, LLC
Capital Portfolio Management, Inc.
Andbanc Brokerage LLC
American Capital Partners, LLC
Global Brokerage Services Ltd
Lincoln Financial Securities Corporation
Allstate Financial Services, LLC
J. D. Seibert & Co., Inc.
Diversified Resources, LLC
Northern Trust Securities, Inc.
Searle & Co., Inc.
Blueprint Partners, LLC
Stonebridge Wealth Management LLC
Innovation Partners, LLC
J.W. Cole Financial, Inc.
Integrity Investments, Inc.
Alterna Securities, Inc.
Deutsche Bank Securities Inc.
Parcion Private Wealth LLC
Santander Securities LLC
Uhlmann Price Securities, LLC
John Hancock Life Insurance Company of New York
WBB Securities, LLC
Horizon Family Wealth, Inc.
Buell Securities Corp.
Aufhauser Securities, Inc.
Thompson Davis & Co., Inc.
R.M. Stark & Co., Inc.
M Holdings Securities, Inc.
Profinancial, Inc.
The Vanguard Group, Inc.
Coldstream Securities, Inc.
Family Investors Company
Sammons institutional Group, Inc.
Gradient Securities, LLC
Vanguard Marketing Corporation
Fifth Third Bank, National Association
Arkadios Capital, LLC
McDonald Partners LLC
Impact U. Investments, LLC
Founders Financial Securities, LLC
Alight Solutions LLC
Triad Advisors, LLC
William Blair & Company, L.L.C.
Credit Suisse Securities (USA) LLC
Beacon Financial Advisory LLC
Conover Securities Corporation
Horace Mann Life Insurance Company
General Securities Corp.
Kingsview Wealth Management LLC
BCI Securities, Inc
Lesko Securities, Inc.
Lieblong & Associates, Inc.
VCP Financial LLC
Indie Asset Partners, LLC
Berthel Fisher & Company Financial Services, Inc.
Bolton Global Capital, Inc.
Reliance Trust Company
Securities Research, Inc.
Conduent HR Services, LLC
Infinity Securities, Inc.
Independent Financial Group, LLC
The Oak Ridge Financial Services Group, Inc.
L. B. Fisher & Company
Finance 500, Inc.
Healthcare Community Securities Corp.
Roberts and Ryan Investments Incorporated
SPIRE Securities, LLC
Northland Securities, Inc.
Stonecrest Capital Markets, Inc.
Voya Financial Advisors, Inc.
365 Wealth Management Group
Washington Financial Group Inc.
Globalink Securities, Inc
Shareholders Service Group, LLC
Ballew Investments, Inc.
American Trust Company
Hennion & Walsh, Inc.
Valley Financial Management, Inc
Hand Securities, Inc.
Darwood Associates, Incorporated
BEST INVEST
Carl M. Hennig, Inc.
Sanders Morris LLC
Independence Capital Co., Inc.
Allegheny Investments, Ltd.
AqGen Ascensus, Inc.
Ceros Financial Services Inc.
Monere Investments, Inc.
Valmark Securities, Inc.
Corinthian Partners, L.L.C.
Sunstreet Securities, LLC
Nationwide Financial Services, Inc.
Benchmark Investments, LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
Glen Eagle Wealth LLC
DFPG Investments, LLC
Investment Planners, Inc.
R. Seelaus & Co. Inc
Transamerica Advisors Life Insurance Company
Parkmount Financial Partners LLC
Wells Fargo Securities, LLC
Syndicated Capital, Inc.
Comerica Securities, Inc.
TFS Securities, Inc.
&Partners
Tradition Securities and Derivatives LLC
Key Investment Services LLC
SDC Pension Services, LLC
Kenai Investments, Inc.
Vanderbilt Securities, Inc.
CFD Investments, Inc.
GRF Capital Investors, Inc.
Brooklight Place Securities, Inc.
Abacus Investments, Inc.
Union Capital Company
John Hancock Life Insurance Company
Watermark Securities, Inc.
TrustFirst, Inc.
Veritas Independent Partners, LLC
Essex, L.L.C.
Middlegate Securities Inc.
Johnstone Brokerage Services LLC
Amuni Financial, Inc
Grant Williams L.P.
S.L. Reed & Company
Cambridge Investment Research, Inc.
AE Financial Services, LLC
Federated Securities, Inc.
AGES Financial Services, Ltd.
Avisen Wealth Management, Inc.
IDB Capital Corp.
Fidelity Investments Institutional Operations Company LLC
Pershing LLC
Liberty Capital Investment Corp.
BNA Wealth, Inc.
The Colony Group, LLC
Folio Investments, Inc.
Davinci Capital Management, Inc.
Equity Services, Inc.
Southeast Investments, N.C. Inc.
IFP Securities, LLC
Herndon Plant Oakley Ltd.
Money Concepts Capital Corp
Sage Rutty and Company, Inc.
First National Bank Alaska
Invicta Capital LLC
KCD Financial, Inc.
James I. Black & Company
Polar Investment Counsel, Inc.
J.P. Morgan Institutional Investments Inc.
Midwestern Securities Trading Company, LLC
The Prudential Insurance Company of America
American Global Wealth Management, Inc.
Leigh Baldwin & Co., L.L.C.
Buckman, Buckman & Reid, Inc.
Etico Partners, LLC
Lockton Investment Securities, LLC
St. Bernard Financial Services, Inc.
San Blas Securities LLC
Copper Ridge Wealth Management, LLC
Ameritas Investment Company, LLC
Capital Management Securities, Inc.
Stratos Wealth Advisors, LLC
U.S. Bancorp Investments, Inc.
Northwest Investment Advisors, Inc.
U.S. Bancorp Advisors, LLC
Hanson McClain Retirement Network, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Summit Capital Inc.
Girard Investment Services, LLC
Aventura Securities, LLC
Horace Mann Investors, Inc.
PEB Capital Management, LLC
Securities Equity Group
TRG Advisors, Inc.
Cetera Advisors LLC
Kovack Securities Inc.
Volition Financial Network, LLC
James A. Schmidt, Inc.
UMB Financial Services, Inc.
American Enterprise Investment Services Inc.
Altruist Financial LLC
GLP Investment Services, LLC
LaSalle St. Securities, L.L.C.
Torres Financial Services, Inc.
International Money Management Group, Inc.
Bley Investment Group, Inc.
Charles Schwab & Co., Inc.
Oberweis Securities, Inc.
Fairport Capital, Inc.
Mack Investment Securities, Inc.
Newport Group Securities, Inc.
Pensionmark Securities, LLC
InSight Securities, Inc.
FNBB Capital Markets, L.L.C.
BLAKE SCHUTTER WEALTH
USAA Investment Services Company
Thrivent Investment Management Inc.
American United Life Insurance Company
CreativeOne Securities, LLC
Gold Coast Securities, Inc.
Oak Tree Securities, Inc.
Securian Financial Services, Inc.
Kingswood Capital Partners LLC
Perigon Wealth Management, LLC
Principal Securities, Inc.
Sammons Financial Network, LLC
Arvest Investments, Inc.
Oakwood Capital Securities, Inc.
Ni Advisors
Pruco Securities, LLC
Great American Investors, Inc.
Great Pacific Securities
Wintrust Investments, LLC
Goldman Sachs & Co. LLC
M&T Securities, Inc.
Bestvest Investments, Ltd.
ING Financial Markets LLC
First Asset Financial Inc.
Michigan Securities Inc.
Carty & Company, Inc.
Signal Securities, Inc.
Emerson Equity LLC
NewEdge Securities, Inc.
Callaway Financial Services, Inc.
Trueblood Wealth Management, LLC
City National Bank
Gregory J. Schwartz & Co., Inc.
Jackson Square Capital LLC
Sorrento Pacific Financial, LLC
Maplewood Investments, Inc.
Coinbase Capital Markets Corporation
Latin Securities, Inc
Bankers Life Securities, Inc.
Calton & Associates, Inc.
Clearstead Advisors, LLC
APW Capital, Inc.
First Financial Securities of America, Inc.
Hornor, Townsend & Kent, LLC
American Trust Investment Services, Inc.
Executive Wealth Management L.L.C.
Blue Waters Advisory Group, LLC
Citizens Bank
Stifel Independent Advisors, LLC
Charles Schwab Bank, SSB (San Francisco, CA, US, Branch)
First Command Brokerage Services, Inc.
Pershing Advisor Solutions LLC
The Investment Center, Inc.
Wells Fargo Advisors Financial Network, LLC
Access Financial Group, Inc.
PNC Capital Markets LLC
Arlington Securities, Inc.
Fidelity Brokerage Services LLC
UBATCO & Co.
VectorGlobal WMG Inc.
Westco Investment Corp.
Eagles Coast Wealth Management, LLC
Feldstein Financial Group, L.L.C.
Inverness Securities, LLC
Cyndeo Wealth Partners
TimeCapital Securities Corporation
Safra Securities LLC
Verity Investments, Inc.
Capital Synergy Partners, Inc.
Alliant Securities, Inc. Turner, Nord, Kienbaum
TCFG Wealth Management, LLC
Colliers Securities LLC
Paradigm Equities, Inc.
Holistic Brokerage, LLC
XML Securities, LLC
Janney Montgomery Scott LLC
Peak Financial Partners, LLC
SG Americas Securities, LLC
Abacus International Capital Corp.
Morgan Stanley Smith Barney LLC
S.G. Long & Company
Ladenburg Thalmann & Co. Inc.
First Kentucky Securities Corporation
Apex Clearing Corporation
Nickelplate Financial LLC
Griffinest Asia Securities, LLC
ALTMAN ADVISORS
Voya Retirement Insurance and Annuity Company
Halcyon Global Advisors
PNC Investments LLC
Navaid Financial Services, Inc.
HSBC Securities (USA) Inc.
Carter, Terry & Company, Inc.
American Wealth Management, Inc.
Empire Asset Management Company, LLC
Teckmeyer Financial Services, L.L.C.
Pacific Financial Associates, Inc.
Silver Oak Securities, Incorporated
Moors & Cabot, Inc.
Sorsby Financial Corp.
Exeter Trust Company
TD Ameritrade Clearing, Inc.
Investors Brokerage of Texas, Ltd.
Investment Security Corporation
Investment Placement Group
Western International Securities, Inc.
Integrated Wealth Concepts LLC
Presper Financial Architects, LLC
Brighton Securities Corp.
Trade-PMR Group, Inc.
Barclays Capital Inc.
L.S.Y. Incorporated
Navy Federal Investment Services, LLC
Nicol Investors Corporation
Ricketts Financial, LLC
Regulus Financial Group, LLC
Rehmann Financial Network, LLC
Berntson Porter Wealth Management, L.L.C.
Edward D. Jones & Co., L.P.
Goodstein Wealth Management LLC
SEI Private Trust Company
The Logan Group Securities
Anovest Financial Services, Inc.
Coordinated Capital Securities, Inc.
Nations Financial Group, Inc.
Moloney Securities Co., Inc.
Reservoir Wealth Management
Allspring Funds Management, LLC
Ancora Family Wealth Advisors, LLC
Ausdal Financial Partners, Inc.
Nelson Ivest Brokerage Services, Inc.
RNR Securities, L.L.C.
FMSbonds, Inc.
MML Distributors, LLC
Saxony Securities, Inc.
Bradesco Investments Inc.
Rothschild Investment Corporation
United States Life Insurance Company in the City of New York
Sheikh Investments, Inc.
Avondale Partners, LLC
Amegy Investments, Inc.
Schlitt Investor Services, Inc.
The Windmill Group, Inc.
EF Legacy Securities, LLC
Lebenthal Financial Services, Inc.
Rhodes Securities, Inc.
Thoroughbred Financial Services, LLC
CNR Securities LLC
Navigator Securities Limited
Westport Resources Investment Services, Inc.
MGO Securities Corp.
Biechele Royce Advisors Inc.
Excel Securities & Associates, Inc.
LPL Financial LLC
Herold & Lantern Investments, Inc.
SunTrust Bank
Smith, Brown & Groover, Inc.
Somerset Securities, Inc.
Herbert J Sims & Co. Inc.
Fifth Third Securities, Inc.
Hazlett, Burt & Watson, Inc.
Cedar Brook Financial Partners, LLC
OFG Financial Services, Inc.
Sabadell Securities USA, Inc.
International Assets Advisory, LLC
First Honolulu Securities, Inc.
Hickory Asset Management Inc.
Cetera Financial Specialists LLC
NBC Securities, Inc.
TradeUP Securities Inc
Western Equity Group, Inc.
B. C. Ziegler and Company
Commerce Brokerage Services, Inc.
Nest Investments BD LLC
Cadaret, Grant & Co., Inc.
Hunter Associates, Inc.
Access Investments, Inc.
The GMS Group, L.L.C.
The Tavenner Company
N.I.S. Financial Services, Inc.
The Leaders Group, Inc.
CUSO Financial Services, L.P.
CapFinancial Securities, LLC
Concorde Investment Services, LLC
T.R. Winston & Company, LLC
LifeMark Securities Corp.
ICMA-RC Services, LLC
Place Trade Financial, Inc.
Prudential Investment Management Services LLC
Centaurus Financial, Inc.
State Street Bank and Trust Company
BCG Securities, Inc
Private Client Services, LLC
OneAmerica Securities, Inc.
Morris Group Inc
Lincoln-Douglas Investments, LLC
World Equity Group, Incorporated
Redwood Investment Management, LLC
VALIC Financial Advisors, Inc.
Oscar Gruss & Son Incorporated
FSB Premier Wealth Management, Inc.
First Southern LLC
Investment Network, Inc
NORMANDY INVESTMENT ADVISORS
Harold W. Dance, Inc.
NYLIFE Distributors LLC
UBS AG (New York, NY, US, Branch)
USCA Securities LLC
Horan Securities, Inc.
Commonwealth Equity Services, LLC
Benefit Plans Administrative Services, Inc.
Mutual Trust Company of America Securities
ELMWOOD WEALTH MANAGEMENT
M.S. Howells & Co.
Caldwell Securities Ltd.
David Lerner Associates, Inc.
Sentinel Securities, Inc.
The Jeffrey Matthews Financial Group, L.L.C.
MMC Securities LLC
Camden Financial Services
GWN Securities, Inc.
Amerant Investments, Inc.
Citigroup Global Markets Inc.
Landolt Securities, Inc.
E.E. Powell & Company, Inc.
Farmers Financial Solutions, LLC
Chapin Davis Inc.
American Financial Associates, Inc.
American Independent Securities Group, LLC
Capital Institutional Services, Inc.
TradeStation Securities, Inc.
Regions Bank
Allegiance Capital, LLC
Empower Plan Services, LLC
JPMorgan Chase Bank, National Association
STRATEGIC WEALTH PARTNERS
Capital Investment Brokerage, Inc.
Mutual Securities, Inc., of California
BBVA Securities Inc.
Worth Financial Group Inc.
Cutter and Company Brokerage, Inc.
Geneos Wealth Management, Inc.
John Hancock Trust Company LLC
Scipione Wealth Advisors, Inc.
North South Capital LLC
Savvy Advisors, Inc.
Alexander Capital, L.P.
Capital Investment Group, Inc.
Variable Investment Advisors, Inc.
Midland Securities, Ltd.
Lion Street Financial, LLC
Digital Retirement Solutions, Inc.
MML Investors Services, LLC
Hartford Funds Management Company, LLC
PlanMember Securities Corporation
Folger Nolan Fleming Douglas Incorporated
Hartfield Financial and Insurance Services, Inc.
Akar Capital Management, Inc.
Axxcess Wealth Management, LLC
PNC Bank, National Association (Pittsburgh, PA, US, Branch)
American Portfolios Financial Services, Inc.
Fortune Financial Services, Inc.
Purshe Kaplan Sterling Investments, Inc.
MMA Securities LLC
Horst & Graben Wealth Management, LLC
Peak Brokerage Services, LLC
Multiple Financial Services, Inc.
TD Ameritrade, Inc.
Bolton Securities Corporation
CFS Securities, Inc.
Fintrust Brokerage Services, LLC
Tocqueville Securities L.P.
Lincoln Financial Distributors, Inc.
Northern Capital Securities Corporation
B. Riley Wealth Management Holdings, Inc.
Ashton Thomas Private Wealth LLC
SCF Securities, Inc.
R. F. Lafferty & Co., Inc.
Cape Securities, Inc.
Muriel Siebert & Co., LLC
Sanctuary Securities, Inc.
American National Trust And Investment Management Company
MWA Financial Services, Inc.
Saturna Brokerage Services, Inc.
D.H. Hill Securities, LLLP
SECU Brokerage Services, Inc.
Broadridge Business Process Outsourcing, LLC
Ascensus Broker Dealer Services, LLC
E*TRADE Securities LLC
Portsmouth Financial Services
Intervest International Equities Corporation
ViewTrade Securities, Inc.
Professional Trading Services Brokerage, LLC
Benjamin F. Edwards & Company, Inc.
RBC Capital Markets, LLC
Consolidated Financial Investments, Inc.
Investments For You, Inc.
DYNASTY FAMILY OFFICE
The Guardian Insurance & Annuity Company, Inc.
ACP Securities, LLC
Kohmann Bosshard Financial Services, LLC
Northwestern Mutual Investment Services, LLC
Gladowsky Capital Management, Corp.
Harbor Investment Advisory, LLC
Zions Direct, Inc.
Empower Financial Services, Inc.
Fidelity Investments Life Insurance Company
XP Investments US, LLC
Mercer HR Services, LLC
Huntleigh Securities Corporation
Piper Sandler & Co.
Arete Wealth Management LLC
Hancock Whitney Corporation
T. Rowe Price Retirement Plan Services, Inc.
Talcott Resolution Life Insurance Company
The Huntington Investment Company
Willner & Heller LLC
Titleist Capital, LLC
First Manhattan Co.
Paces Ferry Wealth Advisors, LLC
American Century Investment Services, Inc.
Quincy Cass Associates
Nova Wealth Management, Inc.
Halliday Financial, LLC
Financial Northeastern Securities, Inc.
Axiom Capital Management, Inc.
Davenport & Company LLC
Cetera Advisor Networks LLC
Cardinal Investments, Inc.
Invex, LLC
Principled Advisors, Inc.
Principal Life Insurance Company
American Heritage Securities, Inc.
Dempsey Lord Smith, LLC
Oriental Financial Services LLC
Mesirow Financial, Inc.
1st Discount Brokerage, Inc.
Wall Street Access Corporation
Woodmen Financial Services, Inc.
E*TRADE Savings Bank
Massachusetts Mutual Life Insurance Company
Vision Financial Markets LLC
Prospera Financial Services, Inc.
Alight Financial Solutions, LLC
JHW Financial Services, Inc.
State Farm VP Management Corp.
HighTower Securities, LLC
Gill Capital Partners, LLC
Park Avenue Securities LLC
Capitol Securities Management, Inc.
Morgan Stanley & Co. LLC
First Western Securities, Inc.
PTI Securities & Futures, L.P.
Bancolombia Capital LLC
TD Ameritrade Trust Company
First Bankers' Banc Securities, Inc.
Arthur W.Wood Company
Security Distributors, LLC
Buckram Securities Ltd.
McClurg Capital Corporation
Western Growers Financial Services
Mcnally Financial Services Corporation
Raymond James & Associates, Inc.
Teachers Insurance and Annuity Association of America
Cresap, Inc.
Genworth Life and Annuity Insurance Company
Coker & Palmer, Inc.
Hilltop Securities Inc.
Parkland Securities, LLC
Dominari Securities LLC
B.B. Graham & Company, Inc.
Harbour Investments, Inc
Cabot Lodge Securities LLC
Bankoh Investment Services, Inc.
Athena Wealth Management
ADP Broker-Dealer, Inc.
Equitable Advisors, LLC
Sunbelt Securities, Inc.
WesBanco Securities, Inc.
Omni Financial Securities, Inc.
Sunset Financial Services, Inc.
A.G.P. / Alliance Global Partners Corp
Garden State Securities Inc.
Center Street Securities, Inc.
Sycamore Financial Group Inc.
Centennial Securities Company, Inc.
INVEST CAPITAL PARTNERS
Citizens Securities, Inc.
Sisung Securities Corporation
Sigma Financial Corporation
Nestlerode & Loy, Inc
Genworth Life Insurance Company of New York
Raymond James Financial, Inc.
Valley National Investments, Inc.
Institutional Securities Corporation
L.O. Thomas & Co., Inc.
Register Financial Associates, Inc.
Dominion Investor Services, Inc.
CS Planning Corp
Boreal Capital Securities, LLC
Henley & Company LLC
BNY Mellon Securities Corporation
Integrated Financial Planning Services
Dorn & Co., Inc.
Stephens Inc.
Rockefeller Financial LLC
First Heartland Capital, Inc.
Hexagon Capital Partners, LLC
Sovereign Legacy Securities, Inc.
Maxim Group LLC
Neuberger Berman BD LLC
Nationwide Securities, LLC
Independent Brokerage Solutions LLC
SKA Securities, Inc.
D.M. Kelly & Company
ACA Prudent Investors Planning Corp.
Stifel, Nicolaus & Company, Incorporated
Admins
State Street Bank and Trust Company
BlackRock Advisors, LLC
Brokers
Jefferies LLC
J.P. Morgan Securities LLC
BNP Paribas Securities Corp.
BofA Securities, Inc.
Goldman Sachs & Co. LLC
Morgan Stanley & Co. LLC
RBC Capital Markets, LLC
Cowen and Company, LLC
UBS Securities LLC
Barclays Capital Inc.