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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
551
M&R Capital Management
New Jersey
$49K -$10.7K -515 -18%
FAG
552
Fortitude Advisory Group
Washington
$49K
BWM
553
Baystate Wealth Management
Massachusetts
$48K
FCT
554
First Community Trust
Iowa
$46K
CQS
555
Credential Qtrade Securities
$45.5K
Fifth Third Bancorp
556
Fifth Third Bancorp
Ohio
$44K -$19.6K -945 -32%
COCM
557
Charter Oak Capital Management
New Hampshire
$44K
CSIA
558
Carl Stuart Investment Advisor
Texas
$41.2K +$40K +1,925 New
BAM
559
Bellevue Asset Management
Washington
$40K
PGAM
560
Princeton Global Asset Management
New Jersey
$37K +$36.3K +1,750 New
CWC
561
Carolinas Wealth Consulting
North Carolina
$36K +$311 +15 +0.9%
IAS
562
IMA Advisory Services
Colorado
$35K
BC
563
Bartlett & Co
Ohio
$35K +$33.7K +1,625 New
JPLA
564
Joseph P. Lucia & Associates
New York
$35K +$34K +1,640 New
CAGAS
565
Capital Advisory Group Advisory Services
Minnesota
$35K +$34.2K +1,650 New
BCWM
566
Bartlett & Co Wealth Management
Ohio
$34.7K +$33.7K +1,625 New
AWM
567
AllSquare Wealth Management
New York
$33K
HWMA
568
Heritage Wealth Management (Arizona)
Arizona
$33K +$31.9K +1,535 New
FCG
569
Financial Connections Group
California
$32K
NC
570
NewSquare Capital
Pennsylvania
$32K +$5.19K +250 +20%
PFGIA
571
Patriot Financial Group Insurance Agency
Massachusetts
$31K
TSWM
572
Tyler-Stone Wealth Management
Ohio
$31K
SAM
573
Strategic Asset Management
Minnesota
$31K +$208 +10 +0.7%
BCMLT
574
Beacon Capital Management LLC (Tennessee)
Tennessee
$27K +$26.6K +1,280 New
HWM
575
HighMark Wealth Management
Minnesota
$23K +$208 +10 +0.9%