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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Annex Advisory Services
Wisconsin
$1.2M -$109K -7,130 -8%
PSI
102
Pinnacle Summer Investments
Virginia
$1.18M +$136K +8,950 +13%
HF
103
Hoxton Financial
West Virginia
$1.16M +$237K +15,575 +26%
SWM
104
SVA Wealth Management
Wisconsin
$1.12M +$372K +24,415 +50%
SPC
105
Sigma Planning Corp
Michigan
$1.01M +$1.01M +66,245 New
MA
106
MCF Advisors
Kentucky
$1.01M -$351K -23,045 -26%
SMM
107
Stadion Money Management
Georgia
$999K +$995K +65,290 New
RW
108
Rand Wealth
Maryland
$961K +$945K +61,960 New
PG
109
Patten Group
Tennessee
$943K +$939K +61,575 New
IWA
110
Inspirion Wealth Advisors
Illinois
$909K +$906K +59,395 New
Credit Agricole
111
Credit Agricole
France
$881K +$884K +57,975 New
CCM
112
Coe Capital Management
Illinois
$880K -$5.34K -350 -0.6%
FSC
113
Fiduciary Services Corp
Georgia
$865K +$219K +14,380 +34%
ICAS
114
Investors Capital Advisory Services
Massachusetts
$861K -$38.1K -2,500 -4%
SAG
115
Sterne Agee Group
Alabama
$800K -$266K -17,430 -25%
CPSAC
116
Chas P. Smith & Associates (CPS)
Florida
$792K +$3.74K +245 +0.5%
CAL
117
Capital Advisors Ltd
Ohio
$792K +$630K +41,295 +395%
PP
118
Patten & Patten
Tennessee
$785K -$13.4K -880 -2%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$782K +$371K +24,330 +91%
Bank of Nova Scotia
120
Bank of Nova Scotia
Ontario, Canada
$753K +$740K +48,505 New
DADC
121
D.A. Davidson & Co
Montana
$750K +$137K +9,015 +23%
SIA
122
Stancorp Investment Advisers
Oregon
$750K +$747K +48,980 New
LH
123
Lebenthal Holdings
New York
$745K +$742K +48,670 New
CAN
124
Cetera Advisor Networks
California
$722K +$89.3K +5,855 +14%
Citigroup
125
Citigroup
New York
$715K -$209K -13,700 -23%