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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
551
Circle Wealth Management
New Jersey
$431K – – –
SCM
552
Saxony Capital Management
Missouri
$430K +$427K +15,684 New
IAS
553
Integrity Advisory Solutions
Texas
$429K +$41.4K +1,522 +11%
SF
554
Summit Financial
New Jersey
$429K +$44.3K +1,629 +12%
VR
555
Valued Retirements
Texas
$427K +$111K +4,087 +36%
MWM
556
Maridea Wealth Management
New York
$426K +$49.1K +1,807 +13%
HSA
557
HBK Sorce Advisory
Pennsylvania
$425K -$1.64M -60,470 -80%
ACM
558
AlphaStar Capital Management
North Carolina
$424K +$2.29K +84 +0.5%
AG
559
AmeriFlex Group
Nevada
$419K +$2.56K +94 +0.6%
SWA
560
SFMG Wealth Advisors
Texas
$418K +$598 +22 +0.1%
PPWM
561
Premier Private Wealth Management
Florida
$417K -$29K -1,066 -7%
CVA
562
Central Valley Advisors
California
$415K +$23K +847 +6%
BC
563
Barrett & Company
Rhode Island
$415K +$1.14K +42 +0.3%
UBS AM
564
UBS AM
Illinois
$413K -$1.71M -62,978 -81%
DT
565
Diversified Trust
Tennessee
$413K – – –
UWM
566
Urban Wealth Management
California
$412K -$10.2K -375 -2%
SF
567
Succession Financial
Texas
$409K +$406K +14,938 New
BJL
568
Brighton Jones LLC
Washington
$407K +$517 +19 +0.1%
NHC
569
Nicholas Hoffman & Company
Georgia
$405K +$1.41K +52 +0.4%
PIM
570
Penobscot Investment Management
Massachusetts
$404K – – –
Fisher Asset Management
571
Fisher Asset Management
Washington
$401K +$398K +14,631 New
IFPG
572
Intrepid Financial Planning Group
Indiana
$399K -$4.49K -165 -1%
GWP
573
Gen-Wealth Partners
Michigan
$398K – – –
FIA
574
Foundations Investment Advisors
Arizona
$393K +$122K +4,498 +46%
MWP
575
Madison Wealth Partners
Wisconsin
$390K +$435 +16 +0.1%