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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
701
Sound Income Strategies
Florida
$4K +$505 +25 +15%
LS
702
Leelyn Smith
Illinois
$4K +$4.24K +210 New
PWS
703
Paragon Wealth Strategies
Florida
$3K +$3.03K +150 New
NF
704
Norwood Financial
Pennsylvania
$3K +$3.64K +180 New
NMG
705
New Millennium Group
Utah
$2K – – –
OPW
706
Oxler Private Wealth
New York
$1.34K – – –
DSC
707
Duncker Streett & Co
Missouri
$1K – – –
GCS
708
Gordian Capital (Singapore)
Singapore
$1K – – –
NFSG
709
Newbridge Financial Services Group
Florida
$1K +$1.01K +50 New
WIM
710
Westside Investment Management
California
$33 – – –
CCMG
711
Clark Capital Management Group
Pennsylvania
– -$130M -6,491,090 Closed
PP
712
Prudential plc
United Kingdom
– -$40.4M -2,012,950 Closed
FZCM
713
Flynn Zito Capital Management
New York
– -$9.87M -491,555 Closed
PG
714
Prostatis Group
Maryland
– -$5.62M -279,555 Closed
CAN
715
Claraphi Advisory Network
United States
– -$4.96M -246,845 Closed
OWA
716
One Wealth Advisors
California
– -$4.65M -231,675 Closed
KFSC
717
Keystone Financial Services (Colorado)
Colorado
– -$3.42M -166,630 Closed
CWA
718
Centennial Wealth Advisory
Michigan
– -$2.76M -137,210 Closed
EFSCE
719
Enterprise Financial Services Corp (EFSC)
Missouri
– -$1.98M -98,350 Closed
GGI
720
Godsey & Gibb Inc
Virginia
– -$1.77M -88,030 Closed
CCWA
721
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.67M -83,355 Closed
TLFA
722
True Link Financial Advisors
California
– -$1.59M -79,220 Closed
CF
723
Clarity Financial
Texas
– -$1.56M -77,765 Closed
Renaissance Technologies
724
Renaissance Technologies
New York
– -$1.34M -66,500 Closed
RSWM
725
Robertson Stephens Wealth Management
California
– -$1.18M -58,955 Closed