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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
251
Kayne Anderson Rudnick Investment Management
California
$958K +$802K +42,025 +619%
BA
252
Ballew Advisors
Mississippi
$950K +$6.49K +340 +0.7%
CPSC
253
Carl P. Sherr & Co
Massachusetts
$944K +$918K +48,105 New
SSWG
254
Seven Springs Wealth Group
Tennessee
$943K +$918K +48,090 New
BO
255
BRR OpCo
Ohio
$933K +$144K +7,550 +19%
FTS
256
Fifth Third Securities
Ohio
$931K +$28.5K +1,495 +3%
AOWM
257
Alpha Omega Wealth Management
Virginia
$930K +$382 +20 +0%
WA
258
WBH Advisory
Maryland
$901K +$372K +19,515 +74%
AF
259
AtlasMark Financial
Texas
$900K
FI
260
FormulaFolio Investments
Michigan
$897K -$5.89M -308,440 -87%
APC
261
Aspire Private Capital
North Carolina
$868K -$118K -6,200 -12%
DC
262
Derby & Company
Massachusetts
$860K +$68.6K +3,595 +9%
Federated Hermes
263
Federated Hermes
Pennsylvania
$843K +$820K +42,990 New
JGIA
264
Jackson Grant Investment Advisers
Connecticut
$842K -$11.2K -585 -1%
OPS
265
Orion Portfolio Solutions
Nebraska
$842K +$819K +42,940 New
SWA
266
SFMG Wealth Advisors
Texas
$807K -$168K -8,805 -18%
AWA
267
Arete Wealth Advisors
Illinois
$806K +$51.4K +2,695 +7%
QCM
268
Quest Capital Management
Texas
$805K -$38.6K -2,025 -5%
ADL
269
Asset Dedication LLC
California
$795K
SMFS
270
Squar Milner Financial Services
California
$794K -$703K -36,840 -48%
EFS
271
Essex Financial Services
Connecticut
$792K +$64.1K +3,360 +9%
SS
272
Simplicity Solutions
Minnesota
$788K +$434K +22,720 +130%
IWA
273
Inspirion Wealth Advisors
Illinois
$786K +$859 +45 +0.1%
PA
274
PSI Advisors
Florida
$783K +$762K +39,945 New
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
$768K +$11.2K +585 +2%