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iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
551
Lowe Wealth Advisors
Maryland
$304K – – –
CreativeOne Wealth
552
CreativeOne Wealth
Kansas
$302K +$13.2K +565 +5%
Betterment LLC
553
Betterment LLC
New York
$301K -$4.09K -175 -1%
CPRC
554
Consolidated Portfolio Review Corp
New York
$300K +$59.6K +2,550 +26%
Smith Salley Wealth Management
555
Smith Salley Wealth Management
North Carolina
$300K +$289K +12,380 New
GEA
556
Glen Eagle Advisors
New Jersey
$300K +$5.84K +250 +2%
MC
557
McCarthy & Cox
Ohio
$294K +$117 +5 +0%
ESB
558
Essex Savings Bank
Connecticut
$294K – – –
Wilmington Savings Fund Society
559
Wilmington Savings Fund Society
Delaware
$289K -$589K -25,195 -68%
Empirical Wealth Management
560
Empirical Wealth Management
Washington
$288K -$160K -6,845 -37%
EWS
561
Evergreen Wealth Solutions
Pennsylvania
$287K +$33.2K +1,420 +14%
SIAM
562
Sterling Investment Advisors (Missouri)
Missouri
$286K – – –
HA
563
Huntleigh Advisors
Missouri
$284K +$274K +11,710 New
VCP
564
Verus Capital Partners
Arizona
$280K -$19.8K -845 -7%
CWA
565
Consilio Wealth Advisors
Washington
$278K -$16.1K -690 -6%
VR
566
Valued Retirements
Texas
$277K -$38.7K -1,655 -13%
Gradient Investments
567
Gradient Investments
Minnesota
$274K – – –
Apollon Wealth Management
568
Apollon Wealth Management
South Carolina
$270K -$39.9K -1,705 -13%
RRA
569
Round Rock Advisors
Connecticut
$270K +$260K +11,140 New
SB
570
Strategic Blueprint
Georgia
$267K +$258K +11,040 New
WesBanco Bank
571
WesBanco Bank
West Virginia
$267K – – –
VCA
572
Verdence Capital Advisors
Maryland
$267K +$117 +5 +0%
Perfromance Wealth Partners
573
Perfromance Wealth Partners
Illinois
$265K -$44.9K -1,920 -15%
CAS
574
Coppell Advisory Solutions
Texas
$258K +$532K +22,745 +866%
CA
575
Calton & Associates
Florida
$257K +$248K +10,625 New