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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
526
Frontier Wealth Management
Missouri
$337K +$211 +10 +0.1%
BFWA
527
Benchmark Financial Wealth Advisors
Florida
$332K +$349K +16,540 New
RFA
528
Resurgent Financial Advisors
Georgia
$331K -$34.2K -1,620 -9%
PCG
529
Private Capital Group
Connecticut
$330K -$322K -15,225 -48%
SAM
530
Smithbridge Asset Management
Pennsylvania
$330K
SMC
531
Smith, Moore & Co
Missouri
$327K +$2.75K +130 +0.8%
CPA
532
Cardiff Park Advisors
California
$324K
RF
533
Resolute Financial
Massachusetts
$323K +$845 +40 +0.2%
LSPW
534
Lake Street Private Wealth
Illinois
$322K
TI
535
Trexquant Investment
Connecticut
$321K +$338K +15,985 New
VWA
536
Visionary Wealth Advisors
Illinois
$320K +$21.9K +1,035 +7%
MWP
537
Madison Wealth Partners
Wisconsin
$320K +$105K +4,965 +45%
IWN
538
Independent Wealth Network
Iowa
$318K +$334K +15,830 New
Schroder Investment Management Group
539
Schroder Investment Management Group
United Kingdom
$317K +$332K +15,725 New
WCM
540
WealthBridge Capital Management
Ohio
$315K +$84.9K +4,020 +34%
DWP
541
Destiny Wealth Partners
Florida
$315K +$331K +15,665 New
PFA
542
Pettinga Financial Advisors
Indiana
$314K +$7.92K +375 +2%
AM
543
Atwater Malick
Pennsylvania
$312K +$7.6K +360 +2%
SWA
544
Sutton Wealth Advisors
Florida
$308K
MLA
545
My Legacy Advisors
Oregon
$305K +$321K +15,210 New
HAS
546
HBW Advisory Services
California
$304K +$22.2K +1,050 +7%
FCT
547
Family Capital Trust
Massachusetts
$301K
WT
548
Whittier Trust
California
$301K
LWA
549
Lowe Wealth Advisors
Maryland
$299K
PIA
550
Perennial Investment Advisors
California
$299K +$312K +14,755 New