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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
251
Black Diamond Financial
Maryland
$491K +$521K +29,325 New
Prudential Financial
252
Prudential Financial
New Jersey
$482K +$136K +7,640 +36%
NGA
253
Naples Global Advisors
Florida
$481K +$80.5K +4,525 +19%
HA
254
Hamel Associates
New Jersey
$479K
VA
255
Valmark Advisers
Ohio
$477K -$131K -7,355 -21%
BWM
256
BerganKDV Wealth Management
Minnesota
$473K -$96.8K -5,445 -16%
PCM
257
Parsons Capital Management
Rhode Island
$467K -$71.1K -4,000 -13%
AWM
258
AE Wealth Management
Kansas
$456K -$665K -37,370 -58%
SS
259
Simplicity Solutions
Minnesota
$456K +$480K +27,010 New
RGIA
260
Rainier Group Investment Advisory
Washington
$446K -$12.3K -690 -3%
GG
261
GenWealth Group
New Jersey
$441K +$18.9K +1,065 +4%
MLIC
262
Mandatum Life Insurance Company
Finland
$436K
CPIA
263
Cornell Pochily Investment Advisors
New York
$432K -$356 -20 -0.1%
CS
264
Credit Suisse
Switzerland
$430K -$2.98M -167,450 -87%
FG
265
Fiduciary Group
Georgia
$428K -$34.2K -1,925 -7%
TW
266
TrinityPoint Wealth
Connecticut
$425K +$448K +25,170 New
SCA
267
Snowden Capital Advisors
New York
$422K +$622 +35 +0.1%
JWA
268
JFS Wealth Advisors
Pennsylvania
$414K
CAM
269
Crestone Asset Management
Colorado
$410K -$86.1K -4,840 -17%
CCA
270
Cobblestone Capital Advisors
New York
$404K
CIA
271
Capital Investment Advisors
Georgia
$403K +$165K +9,290 +64%
PWMAG
272
Pinnacle Wealth Management Advisory Group
New Jersey
$400K +$122K +6,875 +41%
FWM
273
Frontier Wealth Management
Missouri
$398K +$1.33K +75 +0.3%
FNC
274
First National Corp
Massachusetts
$397K +$419K +23,550 New
CWM
275
Calamos Wealth Management
Illinois
$393K +$414K +23,300 New