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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
701
Marshall & Sterling Wealth Advisors
New York
$59K +$483 +20 +0.8%
SC
702
Stephens Consulting
Michigan
$58K – – –
MAM
703
MMA Asset Management
Pennsylvania
$57.9K +$57.1K +2,365 New
RWS
704
Retirement Wealth Solutions
Wisconsin
$56.4K -$4.83K -200 -8%
TF
705
Tompkins Financial
New York
$55.1K – – –
HWA
706
Heartwood Wealth Advisors
Virginia
$54.4K +$53.6K +2,220 New
HAP
707
Harbor Asset Planning
Massachusetts
$53.7K +$483 +20 +0.9%
FCT
708
First Community Trust
Iowa
$53.3K – – –
GCM
709
Gables Capital Management
Florida
$50.8K – – –
VWM
710
Vermillion Wealth Management
Minnesota
$49.9K +$362 +15 +0.7%
YP
711
YANKCOM Partnership
South Dakota
$49.1K – – –
MWM
712
MGB Wealth Management
Texas
$49K – – –
WIM
713
Westside Investment Management
California
$48.4K -$1.33K -55 -3%
FCAS
714
First Command Advisory Services
Texas
$47.8K +$47.1K +1,950 New
RF
715
Roxbury Financial
New Jersey
$43.5K +$242 +10 +0.6%
RPC
716
Rossmore Private Capital
Connecticut
$42.9K +$42.3K +1,750 New
CJ
717
Caitlin John
Michigan
$42.2K +$41.7K +1,725 New
EWA
718
EverSource Wealth Advisors
Alabama
$39.9K – – –
EWM
719
EPG Wealth Management
Georgia
$39.6K +$39K +1,615 New
BCV
720
Banque Cantonale Vaudoise
Switzerland
$39K – – –
Russell Investments Group
721
Russell Investments Group
United Kingdom
$37.1K +$4.83K +200 +15%
AT
722
Avalon Trust
New Mexico
$36.7K – – –
CFB
723
Cullen/Frost Bankers
Texas
$32.6K +$362 +15 +1%
AWM
724
AllSquare Wealth Management
New York
$31K -$8.46K -350 -22%
FMP
725
Financial Management Professionals
Texas
$30.6K -$2.3K -95 -7%