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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JF
476
JSF Financial
California
$235K +$228K +10,975 New
MWP
477
Madison Wealth Partners
Wisconsin
$234K +$10.3K +495 +5%
VBFP
478
Valtinson Bruner Financial Planning
Minnesota
$231K +$221K +10,645 New
CCMD
479
Cypress Capital Management (Delaware)
Delaware
$228K
IAIM
480
International Assets Investment Management
Florida
$228K
CAM
481
Cresset Asset Management
Illinois
$227K -$11.3K -545 -5%
MCM
482
Murphy Capital Management
New Jersey
$227K -$2.59K -125 -1%
RRA
483
Round Rock Advisors
Connecticut
$227K
EWM
484
EPG Wealth Management
Georgia
$227K +$1.25K +60 +0.6%
PIM
485
Provident Investment Management
Michigan
$224K
AIA
486
AIMZ Investment Advisors
California
$223K -$4.36K -210 -2%
GG
487
GenWealth Group
New Jersey
$223K
FHC
488
First Heartland Consultants
Missouri
$222K -$69.7K -3,360 -24%
UB
489
UMB Bank
Missouri
$222K
CG
490
Colony Group
Massachusetts
$222K +$216K +10,395 New
KOMWMG
491
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$221K -$488K -23,530 -70%
FNWM
492
Financial Network Wealth Management
Utah
$221K +$1.45K +70 +0.7%
Lido Advisors
493
Lido Advisors
California
$217K -$71.1K -3,425 -25%
JHCP
494
Jackson Hole Capital Partners
Oklahoma
$217K
GWM
495
Geneos Wealth Management
Colorado
$216K -$1.7M -81,840 -89%
SDWIA
496
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$214K +$1.04K +50 +0.5%
FB
497
Fulton Bank
Pennsylvania
$213K
KeyBank National Association
498
KeyBank National Association
Ohio
$210K +$204K +9,810 New
PS
499
Portfolio Solutions
Michigan
$210K +$204K +9,825 New
CWM
500
Chemistry Wealth Management
New York
$208K +$202K +9,750 New