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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Annex Advisory Services
Wisconsin
$443K -$41.8K -2,365 -8%
MLIC
227
Mandatum Life Insurance Company
Finland
$436K -$30K -1,700 -6%
GG
228
GenWealth Group
New Jersey
$424K
SMFS
229
Squar Milner Financial Services
California
$419K +$353 +20 +0.1%
CPIA
230
Cornell Pochily Investment Advisors
New York
$416K -$2.12K -120 -0.5%
JWA
231
JFS Wealth Advisors
Pennsylvania
$415K
BF
232
BOK Financial
Oklahoma
$411K -$10.6K -600 -2%
WP
233
WealthSource Partners
California
$409K -$25.2K -1,430 -6%
CCA
234
Cobblestone Capital Advisors
New York
$404K -$33.1K -1,875 -7%
FWM
235
Frontier Wealth Management
Missouri
$393K +$51K +2,890 +14%
PG
236
Patten Group
Tennessee
$392K -$1.76K -100 -0.4%
SEI Investments
237
SEI Investments
Pennsylvania
$391K -$70K -3,965 -15%
CCMD
238
Cypress Capital Management (Delaware)
Delaware
$386K +$58.3K +3,300 +17%
WA
239
WealthTrust-Arizona
Arizona
$383K +$5.65K +320 +1%
FHC
240
First Heartland Consultants
Missouri
$382K -$103K -5,840 -21%
Bessemer Group
241
Bessemer Group
New Jersey
$380K +$70.6K +4,000 +22%
CA
242
Clearstead Advisors
Ohio
$379K +$3.44K +195 +0.9%
NCM
243
New Capital Management
Texas
$369K -$388K -21,980 -50%
SSWM
244
Smith Salley Wealth Management
North Carolina
$368K
VHAM
245
Van Hulzen Asset Management
California
$362K -$60.6K -3,430 -14%
CAM
246
Concorde Asset Management
Michigan
$348K +$18.2K +1,030 +5%
MAM
247
Marquette Asset Management
Minnesota
$347K
WA
248
WBH Advisory
Maryland
$344K +$106K +6,015 +42%
MM
249
Meridian Management
Arkansas
$338K
SG
250
StoneX Group
New York
$336K +$4.06K +230 +1%