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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FP
101
Financial Perspectives
Minnesota
$6.44M +$141K +6,990 +2%
XF
102
XML Financial
Maryland
$6.22M -$800K -39,725 -11%
DOA
103
D'Orazio & Associates
Virginia
$6.21M -$608K -30,225 -9%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$6.13M +$96.9K +4,815 +2%
LFAS
105
Level Four Advisory Services
Texas
$6.04M -$24.2K -1,200 -0.4%
GRP
106
Global Retirement Partners
California
$6.02M +$1.13M +55,935 +23%
TWM
107
Trinity Wealth Management
Pennsylvania
$5.75M +$197K +9,790 +4%
FA
108
Forefront Analytics
Pennsylvania
$5.74M -$1.37M -67,955 -19%
JCM
109
Janney Capital Management
Pennsylvania
$5.55M -$29K -1,440 -0.5%
SWP
110
Stratos Wealth Partners
Ohio
$5.46M +$3.52M +174,865 +182%
SPC
111
Sigma Planning Corp
Michigan
$5.36M -$281K -13,985 -5%
PWA
112
Phoenix Wealth Advisors
North Carolina
$5.11M +$69.1K +3,435 +1%
FTS
113
Fifth Third Securities
Ohio
$5.07M -$401K -19,945 -7%
KFBMI
114
Kentucky Farm Bureau Mutual Insurance
Kentucky
$5.04M – – –
DWMG
115
DB Wealth Management Group
California
$4.99M -$566K -28,130 -10%
SFG
116
Sowa Financial Group
Rhode Island
$4.88M +$134K +6,670 +3%
Luther King Capital Management (LKCM)
117
Luther King Capital Management (LKCM)
Texas
$4.86M – – –
Lido Advisors
118
Lido Advisors
California
$4.82M +$4.09M +203,215 +570%
SWP
119
Summit Wealth Partners
Florida
$4.8M +$24.6K +1,220 +0.5%
SHJ
120
Sharkey, Howes & Javer
Colorado
$4.7M -$569K -28,285 -11%
HCA
121
Heck Capital Advisors
Wisconsin
$4.67M -$116K -5,750 -2%
GB
122
Gunma Bank
Japan
$4.64M -$2.62M -130,000 -36%
MA
123
MJP Associates
Connecticut
$4.54M +$4.54M +225,435 New
FWM
124
Forefront Wealth Management
Pennsylvania
$4.39M -$2.64M -130,975 -38%
FAM
125
Formidable Asset Management
Ohio
$4.35M +$143K +7,085 +3%