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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
251
Appleton Partners
Massachusetts
$233K +$232K +13,900 New
PWLP
252
Prio Wealth Limited Partnership
Massachusetts
$228K -$35K -2,100 -13%
WA
253
WFG Advisors
Texas
$225K -$74.1K -4,445 -25%
WT
254
Whittier Trust
California
$222K -$221K -13,225 -50%
NHC
255
Nicholas Hoffman & Company
Georgia
$222K +$750 +45 +0.3%
MCM
256
Murphy Capital Management
New Jersey
$221K
SEI Investments
257
SEI Investments
Pennsylvania
$216K +$29K +1,740 +16%
EHPM
258
Emery Howard Portfolio Management
California
$211K +$1.83K +110 +0.9%
FCI
259
Financial Counselors Inc
Kansas
$211K +$210K +12,595 New
Mariner
260
Mariner
Kansas
$210K
Brown Advisory
261
Brown Advisory
Maryland
$205K +$203K +12,175 New
Jane Street
262
Jane Street
New York
$204K
ZB
263
Zions Bancorporation
Utah
$203K
CLOS
264
Compagnie Lombard Odier SCmA
Switzerland
$201K -$50K -3,000 -20%
GRP
265
Global Retirement Partners
California
$194K +$8.25K +495 +4%
AIP
266
Ameritas Investment Partners
Nebraska
$188K
EDRH
267
Edmond de Rothschild Holding
Switzerland
$182K -$83.4K -5,000 -31%
MWM
268
Mascoma Wealth Management
New Hampshire
$172K
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$171K +$15.2K +910 +10%
PB
270
Pinnacle Bancorp
Nebraska
$171K +$170K +10,200 New
SPIA
271
Steward Partners Investment Advisory
New York
$169K
IWM
272
IHT Wealth Management
Illinois
$143K +$142K +8,520 New
EFSCE
273
Enterprise Financial Services Corp (EFSC)
Missouri
$135K +$26.5K +1,590 +25%
SFPIA
274
Stevens First Principles Investment Advisors
California
$121K +$102K +6,145 +580%
CWM
275
Cranbrook Wealth Management
Michigan
$100K