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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APG
701
Abacus Planning Group
South Carolina
$228K – – –
CB
702
Commerce Bank
Missouri
$226K – – –
BKA
703
Brick & Kyle Associates
Pennsylvania
$224K -$180K -6,612 -80%
SVWG
704
Shared Vision Wealth Group
United States
$224K -$27 -1 -0%
BPAMU
705
BTG Pactual Asset Management US
New York
$224K – – –
SL
706
SWMG LLC
Texas
$223K – – –
Empower Advisory Group
707
Empower Advisory Group
Colorado
$221K – – –
BMCM
708
Bryn Mawr Capital Management
Pennsylvania
$221K +$6.17K +227 +3%
BPW
709
Bingham Private Wealth
California
$221K – – –
KAS
710
KPP Advisory Services
Kentucky
$221K – – –
LWM
711
Liberty Wealth Management
California
$219K -$176K -6,464 -80%
PAM
712
Palisade Asset Management
Minnesota
$218K – – –
TCWA
713
Turtle Creek Wealth Advisors
Texas
$217K – – –
BFWA
714
Benchmark Financial Wealth Advisors
Florida
$217K -$1.74K -64 -0.8%
RWP
715
RWA Wealth Partners
Massachusetts
$215K – – –
ASG
716
Advisory Solutions Group
Minnesota
$215K +$213K +7,837 New
SPA
717
Sentinel Pension Advisors
Massachusetts
$214K +$206K +7,566 New
TWM
718
TRB Wealth Management
Texas
$214K -$11.9K -439 -5%
BAM
719
Belpointe Asset Management
Nevada
$213K – – –
PFGIA
720
Patriot Financial Group Insurance Agency
Massachusetts
$213K -$143K -5,250 -40%
WDC
721
Woodward Diversified Capital
California
$210K – – –
CFCI
722
Comprehensive Financial Consultants Institutional
Indiana
$210K -$38.6K -1,420 -16%
AWM
723
Austin Wealth Management
Texas
$209K +$201K +7,400 New
JIC
724
Joel Isaacson & Co
New York
$208K – – –
KJWM
725
Kiley Juergens Wealth Management
Washington
$207K +$205K +7,550 New