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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APC
276
Aspire Private Capital
North Carolina
$704K -$160K -8,140 -19%
Northern Trust
277
Northern Trust
Illinois
$702K -$49.5K -2,525 -7%
IP
278
Investment Partners
Ohio
$695K +$588 +30 +0.1%
KOMWMG
279
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$684K +$664K +33,855 New
SWM
280
Sugarloaf Wealth Management
Georgia
$680K +$7.35K +375 +1%
WB
281
WesBanco Bank
West Virginia
$677K +$3.92K +200 +0.6%
RVPG
282
Relative Value Partners Group
$670K
BWM
283
BCS Wealth Management
Tennessee
$669K -$2.94K -150 -0.5%
AOWM
284
Alpha Omega Wealth Management
Virginia
$667K +$980 +50 +0.2%
GIA
285
Gladstone Institutional Advisory
Florida
$667K +$142K +7,220 +28%
AIC
286
Archer Investment Corporation
Indiana
$654K
Brown Advisory
287
Brown Advisory
Maryland
$649K +$155K +7,895 +33%
PTC
288
Philadelphia Trust Company
Pennsylvania
$648K
SVWAG
289
Sound View Wealth Advisors Group
Georgia
$643K +$5.39K +275 +0.9%
PCG
290
Private Capital Group
Connecticut
$639K -$98K -5,000 -14%
OIA
291
OneDigital Investment Advisors
Kansas
$632K -$14.5K -740 -2%
FFN
292
Focus Financial Network
Minnesota
$630K +$46.3K +2,360 +8%
IWA
293
Inspirion Wealth Advisors
Illinois
$629K -$96.8K -4,935 -14%
FAM
294
Formidable Asset Management
Ohio
$624K -$17K -865 -3%
IAN
295
Integrated Advisors Network
Texas
$624K +$53.8K +2,745 +10%
FCA
296
FinTrust Capital Advisors
South Carolina
$622K -$85K -4,335 -12%
OBWG
297
Onyx Bridge Wealth Group
New York
$622K +$93.8K +4,785 +19%
KCA
298
Karn Couzens & Associates
Connecticut
$619K +$71.8K +3,660 +14%
OPS
299
Orion Portfolio Solutions
Nebraska
$618K +$16K +815 +3%
FNC
300
First National Corp
Massachusetts
$614K -$27.7K -1,415 -4%