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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
226
Jackson Grant Investment Advisers
Connecticut
$735K +$6.19K +345 +0.9%
FI
227
Financial Insights
Washington
$726K +$13.3K +740 +2%
AIC
228
Archer Investment Corporation
Indiana
$722K
BF
229
BOK Financial
Oklahoma
$722K +$136K +7,565 +24%
PP
230
PagnatoKarp Partners
Virginia
$719K -$551K -30,705 -44%
HWA
231
HCR Wealth Advisors
California
$718K -$204K -11,375 -23%
CCM
232
Coe Capital Management
Illinois
$706K -$15.3K -850 -2%
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$690K +$38.6K +2,150 +6%
DC
234
Derby & Company
Massachusetts
$679K
ADL
235
Asset Dedication LLC
California
$676K
SMFS
236
Squar Milner Financial Services
California
$674K +$266K +14,810 +69%
CAN
237
Claraphi Advisory Network
United States
$673K +$94.9K +5,285 +17%
Creative Planning
238
Creative Planning
Kansas
$664K -$91.9K -5,120 -13%
AFA
239
American Financial Advisors
Georgia
$659K -$23M -1,279,185 -97%
PS
240
Portfolio Strategies
New York
$642K +$617K +34,390 New
LAM
241
Lapides Asset Management
Connecticut
$625K +$601K +33,500 New
IC
242
Inscription Capital
Texas
$617K
PWAP
243
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$616K +$64.6K +3,600 +12%
CAGAS
244
Capital Advisory Group Advisory Services
Minnesota
$616K +$274K +15,270 +86%
CWS
245
Cypress Wealth Services
California
$611K -$57.7K -3,215 -9%
WB
246
WesBanco Bank
West Virginia
$608K +$14.7K +820 +3%
PCM
247
Parsons Capital Management
Rhode Island
$608K +$88.2K +4,915 +18%
MFG
248
Magnus Financial Group
New York
$606K +$6.01K +335 +1%
TC
249
Trust Company
Kansas
$605K -$5.39K -300 -0.9%
SWMG
250
Sanchez Wealth Management Group
Florida
$600K -$55.9K -3,115 -9%