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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
651
Glassman Wealth Services
Virginia
$69K +$687 +30 +1%
KFI
652
Key Financial Inc
Pennsylvania
$67.4K
TWD
653
True Wealth Design
Ohio
$67.3K
CPA
654
Clear Point Advisors
New York
$66.3K +$687 +30 +1%
FWM
655
FSA Wealth Management
Massachusetts
$66.2K +$64.5K +2,815 New
PA
656
PSI Advisors
Florida
$65.9K
CFD
657
Creative Financial Designs
Indiana
$64.7K -$10.1K -440 -14%
EB
658
Eastern Bank
Massachusetts
$64.1K +$62.4K +2,725 New
LIS
659
Legacy Investment Solutions
Idaho
$64.1K +$62K +2,710 New
LWMI
660
Legacy Wealth Management (Idaho)
Idaho
$64.1K +$62K +2,710 New
CIR
661
Clear Investment Research
Georgia
$63.1K -$5.61K -245 -8%
T
662
Tidemark
California
$62.8K
BF
663
BOK Financial
Oklahoma
$59K
FCG
664
Financial Connections Group
California
$59K
MA
665
Montag & Associates
Georgia
$59K
QCG
666
Quadrant Capital Group
Ohio
$58.8K +$57.2K +2,500 New
SC
667
Stephens Consulting
Michigan
$55.8K
CAS
668
Coppell Advisory Solutions
Texas
$55.6K
TF
669
Tompkins Financial
New York
$52.9K +$51.5K +2,250 New
CWM
670
Compass Wealth Management
Connecticut
$52.2K
FCT
671
First Community Trust
Iowa
$51.2K
GCM
672
Gables Capital Management
Florida
$48.8K
NFA
673
Northwest Financial Advisors
Virginia
$48.5K +$47.2K +2,060 New
CPG
674
Cornerstone Planning Group
New Jersey
$47.4K +$229 +10 +0.5%
MWM
675
MGB Wealth Management
Texas
$47K