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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
126
AMG National Trust Bank
Colorado
$3.6M +$1.87M +86,070 +108%
SS
127
Sunbelt Securities
Texas
$3.6M +$214K +9,810 +6%
NA
128
NewEdge Advisors
Louisiana
$3.58M -$5.6M -257,120 -61%
BHBT
129
Burke & Herbert Bank & Trust
Virginia
$3.57M +$3.58M +164,365 New
BSSFA
130
Baron Silver Stevens Financial Advisors
Florida
$3.54M -$15.7K -720 -0.4%
KFP
131
Keystone Financial Planning
Ohio
$3.48M -$6.82M -313,180 -66%
JFG
132
Jefferies Financial Group
New York
$3.47M +$17.3K +795 +0.5%
VFA
133
Valeo Financial Advisors
Indiana
$3.35M +$1.6M +73,550 +9%
CWM
134
Connecticut Wealth Management
Connecticut
$3.3M -$92K -4,225 -3%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$3.29M +$377K +17,295 +13%
NA
136
Nottingham Advisors
New York
$3.27M +$295K +13,555 +10%
EH
137
Equitable Holdings
New York
$3.27M +$331K +15,180 +11%
CFG
138
Cooper Financial Group
California
$3.22M +$172K +7,910 +6%
SFWC
139
Strategic Family Wealth Counselors
New Jersey
$3.21M +$174K +7,990 +6%
AIM
140
Allen Investment Management
New York
$3.17M – – –
NFC
141
Northeast Financial Consultants
Connecticut
$3.12M – – –
SXL
142
Summit X LLC
Missouri
$3.01M +$51.8K +2,380 +2%
TFA
143
Teamwork Financial Advisors
Texas
$2.99M -$23.7K -1,090 -0.8%
JWCA
144
J.W. Cole Advisors
Florida
$2.96M -$115K -5,290 -4%
CFS
145
CRA Financial Services
New Jersey
$2.9M -$3.27K -150 -0.1%
AWA
146
Arkadios Wealth Advisors
Georgia
$2.9M +$363K +16,655 +14%
MBFW
147
Morton Brown Family Wealth
Pennsylvania
$2.84M -$247K -11,360 -8%
BWP
148
Bernardo Wealth Planning
Pennsylvania
$2.82M -$405K -18,615 -13%
FFG
149
Frisch Financial Group
New York
$2.82M +$318K +14,595 +11%
TC
150
TownSquare Capital
Utah
$2.8M +$2.25M +103,305 +405%