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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Summit Wealth Partners
Florida
$4.52M +$454K +21,860 +12%
TWA
102
TPB Wealth Advisors
Texas
$4.52M +$4.39M +211,370 New
PMG
103
ProVise Management Group
Florida
$4.51M +$1.88M +90,560 +75%
LAS
104
Lloyd Advisory Services
Georgia
$4.48M +$4.24M +204,520 +3,937%
ASN
105
Advisory Services Network
Georgia
$4.43M +$1.68M +80,825 +64%
EPWM
106
Essex Private Wealth Management
Massachusetts
$4.37M +$242K +11,665 +6%
CA
107
Cetera Advisors
Colorado
$4.36M +$372K +17,915 +10%
WFM
108
Wolff Financial Management
Michigan
$4.19M -$60.2K -2,900 -1%
SFG
109
Sowa Financial Group
Rhode Island
$4.1M -$41.1K -1,980 -1%
MBFW
110
Morton Brown Family Wealth
Pennsylvania
$4.09M -$207K -9,975 -5%
CL
111
COWA LLC
Oklahoma
$4.08M -$91.6K -4,415 -2%
SC
112
Scotia Capital
Ontario, Canada
$4.06M +$2.43M +117,305 +162%
LFP
113
Leeward Financial Partners
Washington
$4.01M -$231K -11,140 -6%
LNC
114
Lincoln National Corp
Pennsylvania
$3.93M +$775K +37,335 +25%
TA
115
Townsend & Associates
Colorado
$3.92M +$302K +14,540 +9%
NA
116
Nottingham Advisors
New York
$3.9M +$408K +19,660 +12%
EH
117
Equitable Holdings
New York
$3.84M +$34.2K +1,650 +0.9%
AWA
118
Arkadios Wealth Advisors
Georgia
$3.83M +$2.45M +118,025 +193%
MIAN
119
Mariner Independent Advisor Network
Kansas
$3.82M +$205K +9,875 +6%
KFP
120
Keystone Financial Planning
Ohio
$3.77M -$6.68M -321,735 -65%
JCM
121
J2 Capital Management
Michigan
$3.75M +$265K +12,780 +8%
ONB
122
Old National Bancorp
Indiana
$3.73M
CAL
123
Capital Advisors Ltd
Ohio
$3.68M +$7.78K +375 +0.2%
IA
124
IFP Advisors
Florida
$3.56M +$3.24M +156,320 +314%
Baird Financial Group
125
Baird Financial Group
Wisconsin
$3.45M -$452K -21,770 -12%