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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
$717K +$53K +2,300 +8%
JCM
352
Jacobi Capital Management
Pennsylvania
$714K +$12.8K +555 +2%
Bank of New York Mellon
353
Bank of New York Mellon
New York
$711K -$2.27M -98,545 -76%
MT
354
Midwest Trust
Kansas
$710K +$698K +30,285 New
LWM
355
LongView Wealth Management
Georgia
$699K +$13.7K +595 +2%
First Manhattan
356
First Manhattan
New York
$699K -$4.03K -175 -0.6%
MCC
357
Money Concepts Capital
Florida
$688K +$46.4K +2,015 +7%
BDF
358
Black Diamond Financial
Maryland
$687K
OSAM
359
O'Shaughnessy Asset Management
Connecticut
$686K +$7.49K +325 +1%
IWA
360
Inspirion Wealth Advisors
Illinois
$685K
DCM
361
Dudley Capital Management
Virginia
$684K +$200K +8,700 +42%
CA
362
Clearstead Advisors
Ohio
$680K -$38.5K -1,670 -5%
DF
363
Dunhill Financial
United Kingdom
$674K +$662K +28,740 New
SC
364
SouthState Corp
Florida
$668K -$48.4K -2,100 -7%
IPAM
365
Investment Partners Asset Management
New Jersey
$660K -$346 -15 -0.1%
SFG
366
Sovereign Financial Group
Connecticut
$649K
WIC
367
Woodmont Investment Counsel
Tennessee
$647K +$636K +27,620 New
CD
368
Chapin Davis
Maryland
$643K
HH
369
Hilltop Holdings
Texas
$636K +$396K +17,180 +173%
HI
370
Human Investing
Oregon
$632K +$271K +11,770 +78%
BPA
371
Beacon Pointe Advisors
California
$631K +$23K +1,000 +4%
FFN
372
Focus Financial Network
Minnesota
$629K -$4.72K -205 -0.8%
PVAMC
373
PPS&V Asset Management Consultants
Michigan
$623K
HA
374
Helium Advisors
Washington
$623K +$2.77K +120 +0.5%
AWA
375
Arete Wealth Advisors
Illinois
$623K -$11.6K -505 -2%