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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
226
Gemmer Asset Management
California
$14K +$296 +20 +2%
M
227
MOTCO
Texas
$13K – – –
WP
228
WealthPLAN Partners
Nebraska
$12.5K +$12.6K +850 New
MSFP
229
Mark Sheptoff Financial Planning
Connecticut
$11K +$11.1K +750 New
ASN
230
Advisory Services Network
Georgia
$10K -$117K -7,920 -92%
BCM
231
Blume Capital Management
California
$9K – – –
RWG
232
Regal Wealth Group
California
$7K +$6.58K +445 New
PRS
233
Pinkerton Retirement Specialists
Idaho
$7K +$7.39K +500 New
CA
234
CapWealth Advisors
Tennessee
$4K – – –
LWM
235
LBA Wealth Management
Florida
$4K +$4.29K +290 New
FNBT
236
FineMark National Bank & Trust
Florida
$2K – – –
BC
237
Bartlett & Co
Ohio
$1K – – –
KCPG
238
Kavar Capital Partners Group
Kansas
$1K – – –
MIAN
239
Mariner Independent Advisor Network
Kansas
– -$4M -287,765 Closed
PSI
240
Pinnacle Summer Investments
Virginia
– -$1.01M -72,375 Closed
AssetMark Inc
241
AssetMark Inc
California
– -$950K -68,275 Closed
NIMI
242
Natixis Investment Managers International
France
– -$905K -65,000 Closed
B
243
Bailard
California
– -$719K -51,700 Closed
TH
244
Timber Hill
Connecticut
– -$585K -42,025 Closed
SI
245
SII Investments
Wisconsin
– -$276K -19,865 Closed
KCM
246
Karp Capital Management
California
– -$68K -4,875 Closed
SIG
247
Stanford Investment Group
California
– -$28K -2,000 Closed
HF
248
Hoxton Financial
West Virginia
– -$24K -1,695 Closed
TFO
249
Tarbox Family Office
California
– -$22K -1,610 Closed