We are live on ! Find out more
HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
526
Red Tortoise LLC
Georgia
$347K +$341K +16,665 New
MBT
527
Montecito Bank & Trust
California
$345K +$339K +16,570 New
KFS
528
Kelly Financial Services
Massachusetts
$345K +$186K +9,105 +123%
CPA
529
Cardiff Park Advisors
California
$336K – – –
BAM
530
Belpointe Asset Management
Nevada
$336K -$573K -28,000 -63%
PWMA
531
Pension & Wealth Management Advisors
Massachusetts
$334K +$328K +16,030 New
CIA
532
Capital Investment Advisors
Georgia
$334K +$1.02K +50 +0.3%
SFP
533
Shepherd Financial Partners
Massachusetts
$334K -$307K -15,000 -48%
IAIM
534
International Assets Investment Management
Florida
$333K +$36.2K +1,770 +12%
PCWA
535
Pacific Capital Wealth Advisors
California
$331K +$325K +15,890 New
RRA
536
Round Rock Advisors
Connecticut
$329K +$64.4K +3,145 +25%
WCM
537
WealthBridge Capital Management
Ohio
$329K +$1.64K +80 +0.5%
RWMH
538
Riverpoint Wealth Management Holdings
Illinois
$328K – – –
RIS
539
Retirement Income Solutions
Michigan
$327K +$321K +15,680 New
ICP
540
Interchange Capital Partners
Pennsylvania
$325K -$97.6K -4,770 -23%
PRWA
541
Platte River Wealth Advisors
Colorado
$324K +$12.8K +625 +4%
PPP
542
Private Portfolio Partners
New Jersey
$322K +$10.4K +510 +3%
NL
543
NWAM LLC
Washington
$321K -$340K -16,640 -52%
FFS
544
Founders Financial Securities
Maryland
$320K +$314K +15,340 New
AM
545
Atwater Malick
Pennsylvania
$316K -$15.8K -770 -5%
CNBTD
546
Citizens National Bank Trust Department
Mississippi
$315K +$87K +4,250 +39%
NHT
547
New Hampshire Trust
New Hampshire
$314K +$308K +15,045 New
FCT
548
Family Capital Trust
Massachusetts
$313K – – –
WT
549
Whittier Trust
California
$313K – – –
BFA
550
Beacon Financial Advisory
Ohio
$312K -$186K -9,100 -38%
20 21
22
23 24