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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
676
Bellevue Asset Management
Washington
$38K – – –
FA
677
Fortis Advisors
Pennsylvania
$37K +$39.1K +1,850 New
TFP
678
Tilia Fiduciary Partners
North Carolina
$34K -$14.8K -700 -29%
CAGAS
679
Capital Advisory Group Advisory Services
Minnesota
$34K – – –
CWC
680
Carolinas Wealth Consulting
North Carolina
$34K +$211 +10 +0.6%
BC
681
Bartlett & Co
Ohio
$33K – – –
IAS
682
IMA Advisory Services
Colorado
$33K – – –
JPLA
683
Joseph P. Lucia & Associates
New York
$33K – – –
SAM
684
Strategic Asset Management
Minnesota
$33K +$3.8K +180 +12%
TFA
685
Transamerica Financial Advisors
Florida
$33K +$34.6K +1,640 New
BCWM
686
Bartlett & Co Wealth Management
Ohio
$32.6K – – –
AWM
687
AllSquare Wealth Management
New York
$31K – – –
FCG
688
Financial Connections Group
California
$30K – – –
NC
689
NewSquare Capital
Pennsylvania
$30K – – –
TSWM
690
Tyler-Stone Wealth Management
Ohio
$29K – – –
BCMLT
691
Beacon Capital Management LLC (Tennessee)
Tennessee
$27K – – –
BTI
692
Blue Trust Inc
Georgia
$22K +$21.8K +1,030 New
HNB
693
Huntington National Bank
Ohio
$21K – – –
RA
694
Rise Advisors
New York
$18K +$106 +5 +0.6%
SCA
695
Stonebridge Capital Advisors
Minnesota
$18K +$7.92K +375 +75%
Citigroup
696
Citigroup
New York
$17K +$16.3K +770 +906%
GTAM
697
Global Trust Asset Management
Florida
$16K – – –
RE
698
RBC Europe
United Kingdom
$16K – – –
CTC
699
Central Trust Company
Missouri
$15K – – –
MSFP
700
Mark Sheptoff Financial Planning
Connecticut
$15K – – –