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iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
376
Inspirion Wealth Advisors
Illinois
$708K -$58.4K -2,500 -8%
SFC
377
Strategic Financial Concepts
Texas
$703K -$881K -37,675 -56%
O'Shaughnessy Asset Management
378
O'Shaughnessy Asset Management
Connecticut
$701K -$62.4K -2,670 -8%
CWM
379
Cornerstone Wealth Management
Missouri
$685K +$54.1K +2,315 +9%
Independent Financial Group
380
Independent Financial Group
California
$685K -$398K -17,025 -38%
IPAM
381
Investment Partners Asset Management
New Jersey
$683K -$4.67K -200 -0.7%
SFG
382
Sovereign Financial Group
Connecticut
$671K – – –
CD
383
Chapin Davis
Maryland
$664K – – –
MCC
384
Money Concepts Capital
Florida
$662K -$9.82K -420 -2%
Concurrent Investment Advisors
385
Concurrent Investment Advisors
Florida
$661K +$38.1K +1,630 +6%
FA
386
Flagstar Advisors
New York
$659K -$134K -5,730 -17%
AWA
387
Arete Wealth Advisors
Illinois
$657K -$818 -35 -0.1%
Northern Trust
388
Northern Trust
Illinois
$656K -$69.9K -2,990 -10%
Focus Financial Network
389
Focus Financial Network
Minnesota
$655K -$234 -10 -0%
Fiduciary Trust
390
Fiduciary Trust
Massachusetts
$652K – – –
CC
391
Climber Capital
Switzerland
$649K – – –
MGO One Seven
392
MGO One Seven
Ohio
$649K +$244K +10,460 +64%
BF
393
Baring Financial
Washington
$644K -$94.3K -4,035 -13%
PVAMC
394
PPS&V Asset Management Consultants
Michigan
$644K – – –
HA
395
Helium Advisors
Washington
$641K -$15.3K -655 -2%
Lazard Asset Management
396
Lazard Asset Management
New York
$641K – – –
IPW
397
Impact Partnership Wealth
Georgia
$639K +$79.6K +3,405 +15%
IC
398
Inscription Capital
Texas
$635K +$674K +28,820 New
Beacon Pointe Advisors
399
Beacon Pointe Advisors
California
$628K +$14.1K +605 +2%
TA
400
Tectonic Advisors
Texas
$623K -$19.4K -830 -3%