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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
151
Winslow Evans & Crocker
Massachusetts
$93K +$92K +6,645 New
PAS
152
Partnervest Advisory Services
California
$65K +$56.4K +4,075 +734%
FWM
153
Focused Wealth Management
New York
$41K
LWA
154
Lenox Wealth Advisors
New York
$41K
BFEC
155
Benjamin F. Edwards & Company
Missouri
$37K
US Bancorp
156
US Bancorp
Minnesota
$35K
TSW
157
Thompson Siegel & Walmsley
Virginia
$30K
Bessemer Group
158
Bessemer Group
New Jersey
$28K
DAM
159
Delta Asset Management
Tennessee
$28K
SFSIG
160
San Francisco Sentry Investment Group
California
$25K
BCM
161
Blume Capital Management
California
$16K +$15.6K +1,125 New
WA
162
WFG Advisors
Texas
$14K +$3.46K +250 +33%
BAM
163
Brave Asset Management
New Jersey
$12K +$11.4K +825 New
QCMC
164
Quantum Capital Management (California)
California
$6K +$5.75K +415 New
CFA
165
Carroll Financial Associates
North Carolina
$5K
MIM
166
Macroview Investment Management
Maryland
$5K
CA
167
CapWealth Advisors
Tennessee
$4K
NMIS
168
Northwestern Mutual Investment Services
Wisconsin
$4K +$3.81K +275 New
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$2K
AAA
170
Alpine Associates Advisors
New Jersey
-$36.2M -2,734,500 Closed
BPB
171
Badgley, Phelps & Bell
Washington
-$4.47M -337,445 Closed
Prudential Financial
172
Prudential Financial
New Jersey
-$3.84M -290,000 Closed
Bank of Nova Scotia
173
Bank of Nova Scotia
Ontario, Canada
-$1.64M -123,000 Closed
CWM
174
Concert Wealth Management
California
-$930K -70,235 Closed
Comerica Bank
175
Comerica Bank
Texas
-$581K -43,830 Closed