We are live on ! Find out more
HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
601
Marino Stram & Associates
Massachusetts
$223K -$4.46K -190 -2%
SIG
602
Stonegate Investment Group
Alabama
$222K – – –
PWM
603
Perigon Wealth Management
California
$222K +$14.1K +600 +7%
CPRC
604
Consolidated Portfolio Review Corp
New York
$221K +$231K +9,835 New
CWM
605
Chemistry Wealth Management
New York
$219K – – –
SDWIA
606
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$218K – – –
ML
607
McAdam LLC
Pennsylvania
$217K +$227K +9,665 New
BBHC
608
Brown Brothers Harriman & Co
New York
$217K +$210K +8,925 +1,206%
CWM
609
Concentrum Wealth Management
California
$216K +$226K +9,630 New
JWA
610
JFS Wealth Advisors
Pennsylvania
$216K -$148K -6,285 -40%
SF
611
Symphony Financial
Texas
$215K -$12.3K -525 -5%
GWMR
612
GC Wealth Management RIA
Massachusetts
$214K – – –
PPW
613
Parcion Private Wealth
Washington
$213K – – –
KC
614
Kades & Cheifetz
Pennsylvania
$212K +$2.23K +95 +1%
BIAS
615
Beacon Investment Advisory Services
New Jersey
$211K – – –
SAG
616
SageView Advisory Group
California
$211K -$104K -4,440 -32%
SWA
617
Strategies Wealth Advisors
Michigan
$211K – – –
CCA
618
Criterion Capital Advisors
Tennessee
$208K – – –
RIA
619
Realta Investment Advisors
Delaware
$208K -$123K -5,225 -36%
VCM
620
Vision Capital Management
Oregon
$207K +$1.18K +50 +0.5%
ITIM
621
Indiana Trust & Investment Management
Indiana
$207K -$4.23K -180 -2%
SLWA
622
San Luis Wealth Advisors
California
$206K +$2.12K +90 +1%
CCA
623
Conservest Capital Advisors
Pennsylvania
$206K +$216K +9,175 New
AIA
624
Armor Investment Advisors
North Carolina
$206K – – –
CAM
625
Concorde Asset Management
Michigan
$206K -$218K -9,285 -50%
23 24
25
26 27