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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
526
Gen-Wealth Partners
Michigan
$326K
KFG
527
Kelly Financial Group
Connecticut
$326K +$341K +14,520 New
KFP
528
KMG Fiduciary Partners
Ohio
$324K -$10.8K -460 -3%
ACM
529
AlphaStar Capital Management
North Carolina
$323K
MIC
530
Means Investment Company
Maine
$321K -$2.58K -110 -0.8%
MPW
531
Monterey Private Wealth
California
$320K -$10.9K -465 -3%
CFS
532
Compass Financial Services
Iowa
$319K +$334K +14,215 New
CWP
533
CFM Wealth Partners
Texas
$318K
TFS
534
Thoroughbred Financial Services
Tennessee
$313K +$1.65K +70 +0.5%
LOIP
535
Live Oak Investment Partners
Texas
$312K
VPP
536
Vertex Planning Partners
Illinois
$307K -$15K -640 -4%
BHPW
537
Beverly Hills Private Wealth
California
$305K +$319K +13,590 New
LPAM
538
Lodestar Private Asset Management
California
$305K +$3.17K +135 +1%
KP
539
Kitching Partners
Pennsylvania
$304K -$18.4K -785 -5%
FA
540
Fermata Advisors
California
$302K -$8.46K -360 -3%
HAS
541
HBW Advisory Services
California
$301K +$2.82K +120 +0.9%
SWA
542
SFMG Wealth Advisors
Texas
$297K +$2.7K +115 +0.9%
TA
543
TrueWealth Advisors
Alabama
$297K
NA
544
Note Advisors
New York
$294K +$308K +13,115 New
VR
545
Valued Retirements
Texas
$294K +$587 +25 +0.2%
WCM
546
WealthBridge Capital Management
Ohio
$293K +$940 +40 +0.3%
PWP
547
Perfromance Wealth Partners
Illinois
$289K -$28.9K -1,230 -9%
AWM
548
Apollon Wealth Management
South Carolina
$289K +$84.2K +3,585 +39%
FI
549
Financial Insights
Washington
$284K
Betterment LLC
550
Betterment LLC
New York
$283K +$296K +12,605 New