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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
351
Cornerstone Wealth Management
Missouri
$282K -$46.9K -2,655 -12%
PG
352
Patten Group
Tennessee
$280K -$45.9K -2,600 -12%
IWS
353
Insight Wealth Strategies
California
$278K -$914K -51,725 -73%
CCMD
354
Cypress Capital Management (Delaware)
Delaware
$278K -$8.83K -500 -3%
HTC
355
Haverford Trust Company
Pennsylvania
$276K -$6.06M -342,810 -95%
WA
356
WBH Advisory
Maryland
$269K -$479K -27,125 -59%
DWM
357
Dakota Wealth Management
Florida
$265K -$302K -17,095 -48%
BFG
358
Bouchey Financial Group
New York
$264K -$8.65M -489,600 -96%
SWM
359
SeaCrest Wealth Management
New York
$264K -$4.42K -250 -1%
MWM
360
Merriman Wealth Management
Washington
$264K
JGIA
361
Jackson Grant Investment Advisers
Connecticut
$258K -$441K -24,950 -58%
SFPG
362
Stonebridge Financial Planning Group
Florida
$252K -$6.63K -375 -2%
MWM
363
Marietta Wealth Management
Georgia
$250K +$41.9K +2,370 +16%
KCM
364
Karp Capital Management
California
$249K -$6.64M -375,780 -96%
VWA
365
Visionary Wealth Advisors
Illinois
$246K +$57.3K +3,245 +23%
AIM
366
Axiom Investment Management
New York
$245K +$353 +20 +0.1%
WSTAM
367
Wilbanks Smith & Thomas Asset Management
Virginia
$245K +$303K +17,155 New
AIM
368
Anchor Investment Management
South Carolina
$245K +$13.8K +780 +5%
SIC
369
Samalin Investment Counsel
New York
$243K -$151K -8,550 -33%
BPC
370
Banque Pictet & Cie
Switzerland
$243K
PNAA
371
Pictet North America Advisors
Switzerland
$243K
CHA
372
Carmichael Hill & Associates
Maryland
$243K +$21.2K +1,200 +8%
MSA
373
Marino Stram & Associates
Massachusetts
$241K -$69.5K -3,935 -19%
IWC
374
Integrated Wealth Concepts
Massachusetts
$240K -$79.1K -4,480 -21%
SWA
375
Sutton Wealth Advisors
Florida
$240K