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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
601
Skyline Advisors
Washington
$353K -$62.5K -2,298 -15%
WA
602
WBH Advisory
Maryland
$352K -$63.9K -2,351 -15%
BIAS
603
Beacon Investment Advisory Services
New Jersey
$352K +$67.2K +2,470 +24%
FI
604
Financial Insights
Washington
$346K – – –
SSWM
605
Smith Salley Wealth Management
North Carolina
$346K +$1.99K +73 +0.6%
KFGK
606
Keystone Financial Group (Kentucky)
Kentucky
$343K – – –
PWMAG
607
Pinnacle Wealth Management Advisory Group
New Jersey
$342K – – –
AFWM
608
Arta Finance Wealth Management
California
$342K +$4.84K +178 +1%
SRWM
609
Shira Ridge Wealth Management
California
$341K -$20K -736 -6%
KFG
610
Kingdom Financial Group
Arizona
$336K +$5.2K +191 +2%
ESB
611
Essex Savings Bank
Connecticut
$332K – – –
SFB
612
STAR Financial Bank
Indiana
$330K +$54.4K +2,000 +20%
CWG
613
Cornerstone Wealth Group
North Carolina
$329K – – –
SB
614
Strategic Blueprint
Georgia
$327K -$40.1K -1,476 -11%
AIM
615
Advyzon Investment Management
Illinois
$326K +$324K +11,908 New
SIAM
616
Sterling Investment Advisors (Missouri)
Missouri
$325K +$27 +1 +0%
FA
617
Fedenia Advisers
Wisconsin
$324K -$33.5K -1,230 -9%
FPGK
618
Financial Partners Group (Kansas)
Kansas
$323K +$16.5K +606 +5%
MSFS
619
Main Street Financial Solutions
Pennsylvania
$322K -$47.7K -1,755 -13%
ICP
620
Interchange Capital Partners
Pennsylvania
$318K -$202K -7,415 -39%
TWP
621
Tyche Wealth Partners
Texas
$317K +$816 +30 +0.3%
VCP
622
Verus Capital Partners
Arizona
$317K – – –
HP
623
Holistic Planning
Texas
$315K +$1.14K +42 +0.4%
JWM
624
Jackson Wealth Management
Florida
$315K -$3.7M -136,011 -92%
BFG
625
Bouchey Financial Group
New York
$310K -$1.36K -50 -0.4%