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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IP
401
Investment Partners
Ohio
$704K -$254K -12,410 -27%
OBWG
402
Onyx Bridge Wealth Group
New York
$697K -$9.72K -475 -1%
WP
403
Wealthspan Partners
Iowa
$697K +$4.4K +215 +0.6%
ADL
404
Asset Dedication LLC
California
$696K +$409 +20 +0.1%
GWM
405
Gray Wealth Management
Maine
$694K +$15.9K +775 +2%
RVPG
406
Relative Value Partners Group
$692K
CAG
407
Csenge Advisory Group
Florida
$686K -$463K -22,620 -41%
WP
408
WealthSource Partners
California
$677K -$15.1M -737,945 -96%
DAS
409
Dynamic Advisor Solutions
Arizona
$675K +$104K +5,105 +19%
PTC
410
Philadelphia Trust Company
Pennsylvania
$669K
PTC
411
Private Trust Company
Ohio
$667K +$28.3K +1,385 +5%
RBC
412
Romano Brothers & Co
Illinois
$665K +$5.12K +250 +0.8%
IWA
413
Inspirion Wealth Advisors
Illinois
$654K +$1.53K +75 +0.2%
MCC
414
Money Concepts Capital
Florida
$647K +$507K +24,760 +396%
AOWM
415
Alpha Omega Wealth Management
Virginia
$643K +$1.33K +65 +0.2%
SIA
416
Soltis Investment Advisors
Utah
$642K +$183K +8,940 +41%
TWA
417
Talisman Wealth Advisors
New Jersey
$638K +$626K +30,590 New
MCM
418
MAI Capital Management
Ohio
$635K +$82.6K +4,035 +15%
CCA
419
Cobblestone Capital Advisors
New York
$635K +$25.6K +1,250 +4%
DWM
420
Destination Wealth Management
California
$626K +$161K +7,850 +35%
FAM
421
Formidable Asset Management
Ohio
$625K
SW
422
SVB Wealth
Massachusetts
$621K -$165K -8,060 -21%
SW
423
SteelPeak Wealth
California
$621K -$3.84M -187,790 -86%
CWG
424
Crown Wealth Group
North Carolina
$620K
CFG
425
Cooper Financial Group
California
$618K -$58.5K -2,860 -9%