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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
226
United Capital Financial Advisors
Texas
$2.3M +$257K +12,560 +13%
AC
227
Avestar Capital
New York
$2.3M -$6.14K -300 -0.3%
SI
228
Stephens Inc
Arkansas
$2.29M +$10K +490 +0.4%
IA
229
IFG Advisory
Georgia
$2.29M +$66.7K +3,260 +3%
KA
230
Klingman & Associates
New York
$2.27M +$921 +45 +0%
PA
231
Pinnacle Associates
New York
$2.25M +$842K +41,170 +62%
Renaissance Technologies
232
Renaissance Technologies
New York
$2.2M +$2.16M +105,500 New
Bank of New York Mellon
233
Bank of New York Mellon
New York
$2.19M -$18.5M -903,625 -90%
CWM
234
Collaborative Wealth Management
Florida
$2.14M +$668K +32,645 +47%
PAS
235
Park Avenue Securities
New York
$2.13M -$59.4M -2,903,915 -97%
AWM
236
Apollon Wealth Management
South Carolina
$2.13M +$1.28M +62,630 +158%
WMA
237
Wealth Management Associates
New Jersey
$2.12M -$31K -1,515 -1%
HA
238
HFG Advisors
Ohio
$2.12M +$127K +6,230 +7%
FFN
239
Focus Financial Network
Minnesota
$2.1M -$889K -43,450 -30%
CWA
240
Centennial Wealth Advisory
Michigan
$2.1M +$2.06M +100,580 New
QA
241
Quantitative Advantage
Minnesota
$2.09M +$452K +22,090 +28%
GIA
242
Gladstone Institutional Advisory
Florida
$2.09M +$66.7K +3,260 +3%
BTWM
243
Baker Tilly Wealth Management
Wisconsin
$2.08M -$169K -8,235 -8%
HWM
244
Hohimer Wealth Management
Washington
$2.06M +$618K +30,190 +44%
FMP
245
Financial Management Professionals
Texas
$2.06M -$921K -45,025 -31%
SWA
246
SOA Wealth Advisors
New York
$2.06M +$184K +8,985 +10%
FHA
247
First Horizon Advisors
Tennessee
$2.01M +$1.02M +49,985 +108%
DADC
248
D.A. Davidson & Co
Montana
$2M +$281K +13,755 +17%
SXL
249
Summit X LLC
Missouri
$2M -$1.11M -54,100 -35%
HNWAG
250
High Net Worth Advisory Group
Florida
$1.99M +$12K +585 +0.6%