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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1IA
251
1834 Investment Advisors
Wisconsin
$600K
SG
252
StoneX Group
New York
$600K +$3.86K +215 +0.7%
PTC
253
Philadelphia Trust Company
Pennsylvania
$599K
NGA
254
Naples Global Advisors
Florida
$592K +$66.9K +3,725 +13%
SXL
255
Summit X LLC
Missouri
$576K -$131K -7,275 -19%
WAP
256
Wealthcare Advisory Partners
Pennsylvania
$568K -$13.7K -765 -2%
IDA
257
Intelligence Driven Advisers
California
$566K -$6.46K -360 -1%
KWM
258
Kingsview Wealth Management
Oregon
$554K +$124K +6,885 +30%
BDF
259
Black Diamond Financial
Maryland
$547K
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
$540K +$520K +28,950 New
IWC
261
Integrated Wealth Concepts
Massachusetts
$525K +$153K +8,545 +44%
Susquehanna International Group
262
Susquehanna International Group
Pennsylvania
$522K -$3.56M -198,470 -88%
RGIA
263
Rainier Group Investment Advisory
Washington
$493K
MLIC
264
Mandatum Life Insurance Company
Finland
$482K
CPIA
265
Cornell Pochily Investment Advisors
New York
$477K +$180 +10 +0%
BAS
266
Brown Advisory Securities
Maryland
$473K -$801K -44,605 -64%
TW
267
TrinityPoint Wealth
Connecticut
$470K
GG
268
GenWealth Group
New Jersey
$460K -$30.3K -1,690 -6%
JWA
269
JFS Wealth Advisors
Pennsylvania
$458K
CAM
270
Covenant Asset Management
New Jersey
$457K +$82.6K +4,600 +23%
WA
271
WBH Advisory
Maryland
$455K +$52.9K +2,945 +14%
FG
272
Fiduciary Group
Georgia
$452K -$20.3K -1,130 -4%
BWM
273
BerganKDV Wealth Management
Minnesota
$449K -$71.2K -3,965 -14%
CCA
274
Cobblestone Capital Advisors
New York
$446K
PWMAG
275
Pinnacle Wealth Management Advisory Group
New Jersey
$442K