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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
376
Strategic Financial Concepts
Texas
$703K -$881K -37,675 -56%
OSAM
377
O'Shaughnessy Asset Management
Connecticut
$701K -$62.4K -2,670 -8%
CWM
378
Cornerstone Wealth Management
Missouri
$685K +$54.1K +2,315 +9%
IFG
379
Independent Financial Group
California
$685K -$398K -17,025 -38%
IPAM
380
Investment Partners Asset Management
New Jersey
$683K -$4.67K -200 -0.7%
SFG
381
Sovereign Financial Group
Connecticut
$671K
CD
382
Chapin Davis
Maryland
$664K
MCC
383
Money Concepts Capital
Florida
$662K -$9.82K -420 -2%
CIA
384
Concurrent Investment Advisors
Florida
$661K +$38.1K +1,630 +6%
FA
385
Flagstar Advisors
New York
$659K -$134K -5,730 -17%
AWA
386
Arete Wealth Advisors
Illinois
$657K -$818 -35 -0.1%
Northern Trust
387
Northern Trust
Illinois
$656K -$69.9K -2,990 -10%
FFN
388
Focus Financial Network
Minnesota
$655K -$234 -10 -0%
FT
389
Fiduciary Trust
Massachusetts
$652K
CC
390
Climber Capital
Switzerland
$649K
MOS
391
MGO One Seven
Ohio
$649K +$244K +10,460 +64%
BF
392
Baring Financial
Washington
$644K -$94.3K -4,035 -13%
PVAMC
393
PPS&V Asset Management Consultants
Michigan
$644K
HA
394
Helium Advisors
Washington
$641K -$15.3K -655 -2%
Lazard Asset Management
395
Lazard Asset Management
New York
$641K
IPW
396
Impact Partnership Wealth
Georgia
$639K +$79.6K +3,405 +15%
IC
397
Inscription Capital
Texas
$635K +$674K +28,820 New
BPA
398
Beacon Pointe Advisors
California
$628K +$14.1K +605 +2%
TA
399
Tectonic Advisors
Texas
$623K -$19.4K -830 -3%
AWM
400
Axxcess Wealth Management
California
$617K -$108K -4,620 -15%