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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Carret Asset Management
New York
$305K -$11.3K -700 -4%
CFD
227
Creative Financial Designs
Indiana
$300K +$294K +18,260 New
SWA
228
Sutton Wealth Advisors
Florida
$298K
AWA
229
Arete Wealth Advisors
Illinois
$295K +$289K +17,945 New
WA
230
WFG Advisors
Texas
$294K -$121K -7,515 -30%
GS
231
Girard Securities
California
$293K +$70.8K +4,400 +33%
FWM
232
Frontier Wealth Management
Missouri
$291K -$36.1K -2,240 -11%
Kayne Anderson Rudnick Investment Management
233
Kayne Anderson Rudnick Investment Management
California
$281K +$52.8K +3,280 +24%
SIC
234
Sigma Investment Counselors
Michigan
$277K -$74K -4,595 -21%
SI
235
SII Investments
Wisconsin
$272K -$13.8K -855 -5%
MCM
236
MAI Capital Management
Ohio
$270K +$161 +10 +0.1%
EDRH
237
Edmond de Rothschild Holding
Switzerland
$262K -$72K -4,475 -22%
SMC
238
Smith, Moore & Co
Missouri
$261K -$85.9K -5,335 -25%
PWLP
239
Prio Wealth Limited Partnership
Massachusetts
$259K -$11.3K -700 -4%
VC
240
Vicus Capital
Pennsylvania
$259K +$33.5K +2,080 +15%
CCM
241
Colorado Capital Management
Colorado
$256K +$6.04K +375 +2%
LNB
242
Ledyard National Bank
$254K
ISB
243
Iowa State Bank
Iowa
$251K -$4.03K -250 -2%
PFS
244
Prospera Financial Services
Texas
$249K -$24.1K -1,500 -9%
FANJ
245
Financial Architects (New Jersey)
New Jersey
$247K
WJA
246
Williams Jones & Associates
New York
$247K
CLOS
247
Compagnie Lombard Odier SCmA
Switzerland
$246K
AWM
248
AE Wealth Management
Kansas
$246K +$240K +14,935 New
AFP
249
Ausdal Financial Partners
Iowa
$239K +$234K +14,520 New
PWMAG
250
Pinnacle Wealth Management Advisory Group
New Jersey
$233K +$20.5K +1,275 +10%