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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
401
SteelPeak Wealth
California
$561K +$587K +25,000 New
Nomura Asset Management
402
Nomura Asset Management
Japan
$560K
MWM
403
Merriman Wealth Management
Washington
$555K
SFA
404
Sequoia Financial Advisors
Ohio
$553K +$276K +11,725 +91%
CA
405
Continuum Advisory
Idaho
$546K +$80.2K +3,415 +16%
OA
406
Operose Advisors
Wisconsin
$537K +$29.1K +1,240 +5%
AQR Capital Management
407
AQR Capital Management
Connecticut
$534K +$36.5K +1,555 +7%
DJYG
408
David J. Yvars Group
Florida
$534K +$215K +9,130 +62%
CA
409
CGN Advisors
Kansas
$533K +$42.4K +1,805 +8%
GWM
410
GDS Wealth Management
Texas
$533K -$66.3K -2,820 -11%
AAS
411
Annex Advisory Services
Wisconsin
$529K +$554K +23,570 New
Bank of Nova Scotia
412
Bank of Nova Scotia
Ontario, Canada
$526K
BFG
413
Bleakley Financial Group
New Jersey
$525K +$311K +13,245 +130%
SWM
414
Spire Wealth Management
Virginia
$525K -$288K -12,270 -34%
FFS
415
Founders Financial Securities
Maryland
$525K +$315K +13,400 +134%
NP
416
NorthRock Partners
Minnesota
$521K
KPWS
417
Kestra Private Wealth Services
Texas
$519K -$14.7K -625 -3%
AAS
418
Ameritas Advisory Services
Nebraska
$517K -$20.2K -860 -4%
IPW
419
Impact Partnership Wealth
Georgia
$516K +$540K +22,975 New
HWA
420
HCR Wealth Advisors
California
$515K
USCWA
421
U.S. Capital Wealth Advisors
Texas
$514K +$49.2K +2,095 +10%
PWM
422
PMG Wealth Management
Illinois
$511K +$535K +22,750 New
BWM
423
BCS Wealth Management
Tennessee
$507K -$48.4K -2,060 -8%
PWMA
424
Pension & Wealth Management Advisors
Massachusetts
$505K +$235 +10 +0%
VC
425
Vicus Capital
Pennsylvania
$501K +$11.2K +475 +2%