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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
126
Beacon Investment Advisory Services
New Jersey
$843K +$803K +54,045 New
CPSAC
127
Chas P. Smith & Associates (CPS)
Florida
$833K -$43.2K -2,910 -5%
IP
128
Investment Partners
Ohio
$829K +$60.5K +4,070 +8%
SWM
129
SVA Wealth Management
Wisconsin
$816K -$427K -28,740 -35%
PP
130
Patten & Patten
Tennessee
$805K +$15.3K +1,030 +2%
RW
131
Rand Wealth
Maryland
$795K -$178K -11,960 -19%
SCA
132
Snowden Capital Advisors
New York
$792K +$754K +50,775 New
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$791K +$58.5K +3,940 +8%
FSA
134
Financial Sense Advisors
California
$780K
Citigroup
135
Citigroup
New York
$734K +$14.4K +970 +2%
HSA
136
HBK Sorce Advisory
Pennsylvania
$727K -$92.3K -6,215 -12%
TC
137
Trust Company
Kansas
$722K +$70.6K +4,750 +11%
VFS
138
VSR Financial Services
Kansas
$718K +$684K +46,030 New
MA
139
MCF Advisors
Kentucky
$713K -$23.8K -1,605 -3%
NEIRG
140
New England Investment & Retirement Group
Massachusetts
$679K -$63.9K -4,300 -9%
ADL
141
Asset Dedication LLC
California
$677K -$287K -19,340 -31%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$658K +$124K +8,375 +25%
SMC
143
Smith, Moore & Co
Missouri
$654K +$623K +41,920 New
MHS
144
M Holdings Securities
Oregon
$644K +$96.3K +6,480 +19%
AAS
145
Annex Advisory Services
Wisconsin
$628K -$51.5K -3,465 -8%
NEAM
146
New England Asset Management
Connecticut
$624K
RCAG
147
Rehmann Capital Advisory Group
Michigan
$617K +$58K +3,905 +11%
BIA
148
Biondo Investment Advisors
Pennsylvania
$606K +$88.4K +5,950 +18%
FG
149
Fiduciary Group
Georgia
$603K +$4.16K +280 +0.7%
MLIC
150
Mandatum Life Insurance Company
Finland
$596K -$23.8K -1,600 -4%