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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
401
Leavell Investment Management
Alabama
$840K -$19K -700 -2%
SF
402
Symphony Financial
Texas
$837K +$230K +8,457 +39%
IPAM
403
Investment Partners Asset Management
New Jersey
$834K +$84.6K +3,109 +11%
HI
404
Human Investing
Oregon
$832K +$27 +1 +0%
PTC
405
Private Trust Company
Ohio
$832K -$17.3K -637 -2%
AAS
406
Ameritas Advisory Services
Nebraska
$828K +$582K +21,382 +242%
CA
407
Clearstead Advisors
Ohio
$820K – – –
SWM
408
SHP Wealth Management
Massachusetts
$819K +$23.8K +876 +3%
CCM
409
Coldstream Capital Management
Washington
$808K -$1.47M -54,012 -65%
SVWAG
410
Sound View Wealth Advisors Group
Georgia
$805K -$9.93K -365 -1%
BDF
411
Black Diamond Financial
Maryland
$804K – – –
PVAMC
412
PPS&V Asset Management Consultants
Michigan
$795K +$27 +1 +0%
First Manhattan
413
First Manhattan
New York
$794K – – –
MAMG
414
Milestone Asset Management Group
Connecticut
$792K +$32K +1,176 +4%
Bank of Nova Scotia
415
Bank of Nova Scotia
Ontario, Canada
$785K – – –
BCA
416
Bay Colony Advisors
Massachusetts
$770K -$47.6K -1,751 -6%
CWM
417
Concentrum Wealth Management
California
$765K +$530K +19,498 +232%
SWRP
418
Summit Wealth & Retirement Planning
California
$764K +$184K +6,761 +32%
WIC
419
Woodmont Investment Counsel
Tennessee
$755K -$54 -2 -0%
CWA
420
Crusonia Wealth Advisors
Colorado
$754K – – –
IWA
421
Inspirion Wealth Advisors
Illinois
$753K -$27.3K -1,002 -4%
CD
422
Chapin Davis
Maryland
$752K – – –
RCM
423
Raleigh Capital Management
North Carolina
$752K +$746K +27,420 New
AFP
424
Ausdal Financial Partners
Iowa
$735K +$37.2K +1,366 +5%
WS
425
Wedbush Securities
California
$733K -$223K -8,206 -23%