We are live on ! Find out more
HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
676
SageView Advisory Group
California
$250K -$1.41K -52 -0.6%
CAM
677
Covenant Asset Management
New Jersey
$250K – – –
SWM
678
Salvus Wealth Management
New Jersey
$246K – – –
AWM
679
Accel Wealth Management
Iowa
$246K -$2.42K -89 -1%
SAA
680
Southeast Asset Advisors
Georgia
$245K – – –
PAMG
681
Patton Albertson Miller Group
Tennessee
$244K -$50.3K -1,850 -17%
CFP
682
Cascade Financial Partners
California
$244K – – –
RFA
683
Resurgent Financial Advisors
Georgia
$244K +$242K +8,886 New
PP
684
PDS Planning
Ohio
$243K +$734 +27 +0.3%
TFA
685
Transamerica Financial Advisors
Florida
$243K +$84.9K +3,120 +54%
DWT
686
Dorsey & Whitney Trust
South Dakota
$243K – – –
WT
687
Whittier Trust
California
$243K – – –
AG
688
Ascent Group
Virginia
$243K – – –
SFS
689
Security Financial Services
Indiana
$241K +$23.9K +877 +11%
WPP
690
Whalerock Point Partners
Rhode Island
$241K – – –
SLP
691
Storen Legacy Partners
Indiana
$239K +$1.58K +58 +0.7%
CF
692
Convergence Financial
Missouri
$239K -$5.31M -195,155 -96%
LWA
693
Lantern Wealth Advisors
New York
$237K – – –
BTWM
694
Baker Tilly Wealth Management
Wisconsin
$234K – – –
VWA
695
Valued Wealth Advisors
Utah
$234K -$27 -1 -0%
GM
696
GeoWealth Management
Illinois
$234K -$1.92M -70,767 -89%
GCM
697
Gambit Capital Management
Tennessee
$234K +$232K +8,525 New
PAW
698
Plan A Wealth
Nebraska
$231K -$28.7K -1,055 -11%
MFP
699
Meramec Financial Planners
Missouri
$229K -$1.85K -68 -0.8%
PFA
700
Pure Financial Advisors
California
$228K +$226K +8,325 New
26 27
28
29 30