We are live on ! Find out more
HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
551
Magnolia Capital Advisors
Mississippi
$311K -$55.4K -2,705 -15%
GI
552
Gradient Investments
Minnesota
$311K +$76.3K +3,730 +33%
LWA
553
Lowe Wealth Advisors
Maryland
$308K – – –
GA
554
Greytown Advisors
Florida
$308K – – –
SAM
555
Smithbridge Asset Management
Pennsylvania
$306K +$300K +14,665 New
PIA
556
Perennial Investment Advisors
California
$305K -$111K -5,440 -27%
MPW
557
Monterey Private Wealth
California
$303K +$1.53K +75 +0.5%
WEG
558
World Equity Group
Illinois
$303K -$920K -44,975 -76%
VWA
559
Visionary Wealth Advisors
Illinois
$303K -$23K -1,125 -7%
WSTAM
560
Wilbanks Smith & Thomas Asset Management
Virginia
$303K +$35.4K +1,730 +14%
SCM
561
SOL Capital Management
Maryland
$302K – – –
HAS
562
HBW Advisory Services
California
$301K -$16.7K -815 -5%
SBIA
563
Sheaff Brock Investment Advisors
Indiana
$300K -$2.15K -105 -0.7%
FFA
564
Farther Finance Advisors
California
$300K +$295K +14,395 New
BC
565
Barrett & Company
Rhode Island
$299K – – –
HFA
566
High Falls Advisors
New York
$299K -$5.05M -246,740 -95%
WA
567
Wealthstar Advisors
Texas
$299K +$409 +20 +0.1%
LNWWM
568
Laird Norton Wetherby Wealth Management
California
$298K +$293K +14,315 New
HZ
569
Hixon Zuercher
Ohio
$293K – – –
FIM
570
Fernwood Investment Management
Massachusetts
$292K – – –
JIC
571
Johnson Investment Counsel
Ohio
$289K – – –
AA
572
Advisory Alpha
Michigan
$287K +$921 +45 +0.3%
CHA
573
Carmichael Hill & Associates
Maryland
$284K +$51.1K +2,495 +22%
T
574
TCWP
Ohio
$282K -$1.97M -96,365 -88%
SAG
575
SageView Advisory Group
California
$279K +$274K +13,400 New
21 22
23
24 25