We are live on ! Find out more
HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
401
GeoWealth Management
Illinois
$309K +$301K +15,770 New
FIM
402
Fernwood Investment Management
Massachusetts
$302K – – –
HFS
403
Howard Financial Services
Texas
$302K +$4.01K +210 +1%
SFA
404
Sequoia Financial Advisors
Ohio
$301K +$10.5K +550 +4%
EDRH
405
Edmond de Rothschild Holding
Switzerland
$300K -$82.5K -4,325 -22%
KPWG
406
KFA Private Wealth Group
Virginia
$300K +$292K +15,290 New
SSWM
407
Smith Salley Wealth Management
North Carolina
$296K -$108K -5,665 -27%
MWM
408
Marietta Wealth Management
Georgia
$296K +$2.1K +110 +0.7%
SCM
409
SOL Capital Management
Maryland
$294K – – –
IC
410
IEQ Capital
California
$293K +$285K +14,960 New
AP
411
Appleton Partners
Massachusetts
$291K – – –
NB
412
NBT Bank
New York
$291K +$283K +14,830 New
VC
413
Veracity Capital
Georgia
$289K +$281K +14,730 New
PPP
414
Private Portfolio Partners
New Jersey
$286K +$25K +1,310 +10%
BJL
415
Brighton Jones LLC
Washington
$283K +$19.1K +1,000 +7%
NAM
416
NorthCoast Asset Management
Connecticut
$281K +$859 +45 +0.3%
LFG
417
LifePlan Financial Group
Ohio
$273K – – –
VWA
418
Visionary Wealth Advisors
Illinois
$273K +$266K +13,930 New
NHC
419
Nicholas Hoffman & Company
Georgia
$271K +$2K +105 +0.8%
UCMOK
420
United Capital Management of KS
Kansas
$270K +$263K +13,770 New
NEGWA
421
New England Guild Wealth Advisors
Connecticut
$267K – – –
CAM
422
Concorde Asset Management
Michigan
$265K -$4.2K -220 -2%
BAAM
423
Baker Avenue Asset Management
California
$264K – – –
CWP
424
Capital Wealth Planning
Florida
$263K -$18.4K -965 -7%
SCM
425
Shelton Capital Management
Colorado
$262K – – –
15 16
17
18 19