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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
526
Lowe Wealth Advisors
Maryland
$265K -$3.07K -150 -1%
SCA
527
Sandy Cove Advisors
Massachusetts
$265K
DAS
528
Dynamic Advisor Solutions
Arizona
$264K -$71.3K -3,485 -21%
FHA
529
First Horizon Advisors
Tennessee
$264K +$86.4K +4,220 +46%
TA
530
TrueWealth Advisors
Alabama
$261K
SWA
531
SFMG Wealth Advisors
Texas
$260K
ZB
532
Zions Bancorporation
Utah
$259K
RWMH
533
Riverpoint Wealth Management Holdings
Illinois
$258K
FIA
534
FNY Investment Advisers
New York
$257K +$266K +13,000 New
CG
535
Colony Group
Massachusetts
$255K -$424K -20,710 -62%
HAS
536
HBW Advisory Services
California
$255K
WCM
537
WealthBridge Capital Management
Ohio
$254K -$10.2K -500 -4%
GCM
538
Gallacher Capital Management
Colorado
$251K -$260K -12,715 -50%
MCCA
539
Mill Creek Capital Advisors
Pennsylvania
$247K
LFP
540
Leeward Financial Partners
Washington
$247K -$448K -21,910 -64%
EWM
541
Empirical Wealth Management
Washington
$245K
FI
542
Financial Insights
Washington
$241K -$250K -12,220 -49%
MWM
543
Mission Wealth Management
California
$239K
H
544
HoyleCohen
California
$238K
CWA
545
Consilio Wealth Advisors
Washington
$236K
LPAM
546
Lodestar Private Asset Management
California
$236K
SIAM
547
Sterling Investment Advisors (Missouri)
Missouri
$234K
HSA
548
HBK Sorce Advisory
Pennsylvania
$232K
MGIA
549
Moneta Group Investment Advisors
Missouri
$232K -$343K -16,775 -59%
1IA
550
1834 Investment Advisors
Wisconsin
$232K +$240K +11,705 New