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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
351
SeaCrest Wealth Management
New York
$310K -$35.4K -1,940 -11%
SWM
352
Spire Wealth Management
Virginia
$308K +$296K +16,235 New
LB
353
Leo Brokerage
Texas
$306K +$1K +55 +0.3%
AIM
354
Axiom Investment Management
New York
$299K +$225K +12,345 +351%
Lido Advisors
355
Lido Advisors
California
$297K -$24.5K -1,345 -8%
IC
356
Inscription Capital
Texas
$297K
JGIA
357
Jackson Grant Investment Advisers
Connecticut
$296K +$1.64K +90 +0.6%
CIA
358
Capital Investment Advisors
Georgia
$293K -$27.7K -1,520 -9%
PWMAG
359
Pinnacle Wealth Management Advisory Group
New Jersey
$290K +$59.3K +3,250 +27%
DWM
360
Destination Wealth Management
California
$287K -$34.6K -1,895 -11%
OC
361
Oppenheimer & Co
New York
$286K -$99.7K -5,465 -27%
MWM
362
Merriman Wealth Management
Washington
$286K
IA
363
Insight Advisors
Pennsylvania
$285K -$4.74K -260 -2%
FCT
364
Family Capital Trust
Massachusetts
$285K
SCM
365
SOL Capital Management
Maryland
$285K
VFIC
366
Valley Forge Investment Consultants
Pennsylvania
$283K -$413K -22,650 -60%
AWA
367
Arkadios Wealth Advisors
Georgia
$280K +$71.4K +3,915 +36%
BFA
368
Beacon Financial Advisory
Ohio
$278K -$98.5K -5,400 -27%
GG
369
GenWealth Group
New Jersey
$277K -$12.3K -675 -4%
AIP
370
Ahrens Investment Partners
Louisiana
$275K -$10K -550 -4%
AA
371
Advisory Alpha
Michigan
$266K +$730 +40 +0.3%
VWA
372
Visionary Wealth Advisors
Illinois
$265K
OWA
373
Octavia Wealth Advisors
Ohio
$263K -$64.2K -3,520 -20%
HZ
374
Hixon Zuercher
Ohio
$263K +$19.9K +1,090 +9%
WSTAM
375
Wilbanks Smith & Thomas Asset Management
Virginia
$261K +$91 +5 +0%