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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CH
26
CVS Health
Rhode Island
$62.7M
5L
27
55I LLC
Massachusetts
$59.7M +$59.4M +2,813,690 +1,767%
SR
28
Swiss Re
Switzerland
$56.7M +$59.7M +2,824,100 New
LIA
29
LBMC Investment Advisors
Tennessee
$50.8M +$1.4M +66,240 +3%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$46M +$42.2M +1,997,015 +681%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$44.6M +$331K +15,680 +0.7%
OPS
32
Orion Portfolio Solutions
Nebraska
$41.3M +$42.8M +2,025,795 +6,248%
OCM
33
One Capital Management
California
$40.7M +$41.9M +1,984,830 +5,072%
PP
34
Prudential plc
United Kingdom
$40.4M +$31M +1,469,450 +270%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$36.4M +$7.74M +366,470 +25%
FMLI
36
Fukoku Mutual Life Insurance
Japan
$31.7M
SPIA
37
Steward Partners Investment Advisory
New York
$31M +$4.22M +199,925 +15%
AWS
38
Atria Wealth Solutions
New York
$30.8M +$12.2M +579,740 +61%
RJA
39
Raymond James & Associates
Florida
$28.9M +$5.62M +265,845 +23%
AWM
40
AE Wealth Management
Kansas
$28.3M -$63M -2,984,005 -68%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$28.3M +$11.9M +563,935 +67%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$26.8M +$12.3M +580,880 +77%
Creative Planning
43
Creative Planning
Kansas
$26.6M +$1.09M +51,760 +4%
CWM
44
Calamos Wealth Management
Illinois
$26.1M +$26.1M +1,236,845 +2,055%
CAN
45
Cetera Advisor Networks
California
$24.8M +$3.32M +157,335 +15%
WBG
46
Wharton Business Group
Pennsylvania
$24.4M +$11.8M +556,750 +85%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$24.1M +$23M +1,090,890 +1,017%
SB
48
Simmons Bank
Arkansas
$23.1M -$1.62M -76,890 -6%
AAS
49
Avantax Advisory Services
Texas
$22.4M +$5.24M +248,240 +29%
SFG
50
SNS Financial Group
Minnesota
$22.2M +$1.45M +68,570 +7%