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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VPP
526
Vertex Planning Partners
Illinois
$294K -$45.7K -2,320 -14%
AWM
527
Able Wealth Management
New Jersey
$293K +$282K +14,340 New
CWA
528
Consilio Wealth Advisors
Washington
$289K +$38.8K +1,970 +16%
KWA
529
Kellett Wealth Advisors
Ohio
$287K +$54.2K +2,750 +24%
GI
530
Gradient Investments
Minnesota
$286K +$3.45K +175 +1%
MBT
531
Montecito Bank & Trust
California
$285K -$52.7K -2,675 -16%
WA
532
Wealthstar Advisors
Texas
$285K
PWM
533
Perigon Wealth Management
California
$284K -$281K -14,255 -51%
WT
534
Whittier Trust
California
$283K -$22K -1,115 -7%
VWA
535
Visionary Wealth Advisors
Illinois
$282K +$394 +20 +0.1%
BFA
536
Beacon Financial Advisory
Ohio
$276K -$16.1K -815 -6%
FIM
537
Fernwood Investment Management
Massachusetts
$275K
LWA
538
Lowe Wealth Advisors
Maryland
$273K
AWM
539
Apollon Wealth Management
South Carolina
$271K -$6.89K -350 -3%
TA
540
TrueWealth Advisors
Alabama
$270K
HAS
541
HBW Advisory Services
California
$268K +$4.83K +245 +2%
RWMH
542
Riverpoint Wealth Management Holdings
Illinois
$266K
CT
543
Colonial Trust
South Carolina
$265K +$162K +8,245 +173%
PPP
544
Private Portfolio Partners
New Jersey
$264K -$39K -1,980 -13%
WCM
545
WealthBridge Capital Management
Ohio
$264K +$1.48K +75 +0.6%
SWA
546
SFMG Wealth Advisors
Texas
$263K -$4.83K -245 -2%
BMA
547
Brooks Moore & Associates
Tennessee
$263K +$49.2K +2,500 +24%
Walleye Trading
548
Walleye Trading
New York
$262K -$88.6K -4,500 -26%
HP
549
Holistic Planning
Texas
$261K +$252K +12,805 New
VR
550
Valued Retirements
Texas
$261K +$252K +12,785 New