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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IP
226
Investment Partners
Ohio
$737K -$78.7K -4,645 -10%
BIA
227
Biondo Investment Advisors
Pennsylvania
$733K -$13.6K -800 -2%
QCM
228
Quest Capital Management
Texas
$719K
ATC
229
Argent Trust Co
Tennessee
$716K +$692K +40,840 New
SG
230
StoneX Group
New York
$711K -$21.4K -1,265 -3%
VAS
231
Vestmark Advisory Solutions
Massachusetts
$698K -$94.9K -5,600 -12%
VFA
232
Valeo Financial Advisors
Indiana
$698K +$122K +7,180 +22%
ADL
233
Asset Dedication LLC
California
$676K +$847 +50 +0.1%
VHAM
234
Van Hulzen Asset Management
California
$668K +$20.8K +1,225 +3%
VFIC
235
Valley Forge Investment Consultants
Pennsylvania
$659K +$637K +37,585 New
Citigroup
236
Citigroup
New York
$654K +$1.61K +95 +0.3%
SC
237
Savant Capital
Illinois
$649K -$26.3K -1,555 -4%
SWA
238
Sax Wealth Advisors
New Jersey
$640K +$618K +36,500 New
IWA
239
Inspirion Wealth Advisors
Illinois
$630K -$20.3K -1,200 -3%
AWA
240
ARS Wealth Advisors
Florida
$628K -$23.3K -1,375 -4%
KTC
241
Kistler-Tiffany Companies
Pennsylvania
$623K -$355K -20,970 -37%
FCA
242
FinTrust Capital Advisors
South Carolina
$623K +$90.2K +5,325 +18%
Brown Advisory
243
Brown Advisory
Maryland
$615K -$4.24K -250 -0.7%
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$613K -$22.9K -1,350 -4%
Prudential Financial
245
Prudential Financial
New Jersey
$588K +$39.5K +2,330 +7%
NFG
246
Next Financial Group
Texas
$581K -$3.3K -195 -0.6%
PI
247
PFS Investments
Georgia
$573K +$542K +32,005 New
PCG
248
Private Capital Group
Connecticut
$571K -$47.9K -2,830 -8%
NB
249
NBT Bank
New York
$569K +$273K +16,125 +99%
FIA
250
Foundations Investment Advisors
Arizona
$565K +$536K +31,650 New