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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
551
M3 Wealth Management
Ohio
$405K +$397K +14,915 New
HSA
552
HBK Sorce Advisory
Pennsylvania
$404K +$1.59M +59,635 +381%
BJL
553
Brighton Jones LLC
Washington
$403K +$395K +14,840 New
PIM
554
Penobscot Investment Management
Massachusetts
$400K -$206K -7,750 -34%
IFPG
555
Intrepid Financial Planning Group
Indiana
$400K -$1.33M -49,810 -77%
NHC
556
Nicholas Hoffman & Company
Georgia
$400K +$1.33K +50 +0.3%
GWP
557
Gen-Wealth Partners
Michigan
$394K
CVA
558
Central Valley Advisors
California
$388K +$381K +14,310 New
FWA
559
Flagship Wealth Advisors
Massachusetts
$388K -$3.73K -140 -0.8%
MWP
560
Madison Wealth Partners
Wisconsin
$386K -$74.4K -2,795 -16%
IAS
561
Integrity Advisory Solutions
Texas
$384K +$10.9K +410 +3%
AWAG
562
ARS Wealth Advisors Group
Florida
$382K +$532 +20 +0.1%
SF
563
Summit Financial
New Jersey
$381K +$50.8K +1,910 +16%
SPF
564
South Plains Financial
Texas
$381K
SI
565
Seeds Investor
New York
$379K +$377K +14,175 New
ES
566
Eagle Strategies
New York
$378K -$67.6K -2,540 -15%
Betterment LLC
567
Betterment LLC
New York
$375K +$36.2K +1,360 +11%
AAG
568
Armstrong Advisory Group
Massachusetts
$375K -$899K -33,765 -71%
MWM
569
Maridea Wealth Management
New York
$373K +$95.8K +3,600 +36%
JWA
570
JFS Wealth Advisors
Pennsylvania
$372K -$133 -5 -0%
HAS
571
HBW Advisory Services
California
$371K +$2.13K +80 +0.6%
AFP
572
Alpha Financial Partners
Kentucky
$371K +$2.13K +80 +0.6%
SMC
573
Smith, Moore & Co
Missouri
$369K
KFP
574
KMG Fiduciary Partners
Ohio
$369K +$1.33K +50 +0.4%
MSFS
575
Main Street Financial Solutions
Pennsylvania
$367K +$11.4K +430 +3%