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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPWM
151
Essex Private Wealth Management
Massachusetts
$3.66M +$41.2K +2,005 +1%
WFM
152
Wolff Financial Management
Michigan
$3.65M +$3.08K +150 +0.1%
EFH
153
Eaton Financial Holdings
Florida
$3.62M -$8.21K -400 -0.2%
KFP
154
Keystone Financial Planning
Ohio
$3.58M -$47.3K -2,305 -1%
MBFW
155
Morton Brown Family Wealth
Pennsylvania
$3.53M -$30K -1,460 -0.8%
TF
156
Theory Financial
Colorado
$3.47M +$133K +6,465 +4%
ASN
157
Advisory Services Network
Georgia
$3.44M +$154K +7,520 +5%
IFG
158
Independent Financial Group
California
$3.42M +$1.01M +49,315 +41%
CFA
159
Cahill Financial Advisors
Minnesota
$3.4M +$57.6K +2,805 +2%
AF
160
Allworth Financial
California
$3.39M -$2.87M -139,860 -46%
SFG
161
Summit Financial Group
West Virginia
$3.37M +$83.7K +4,075 +3%
SG
162
StoneX Group
New York
$3.37M +$237K +11,525 +7%
FAIM
163
Financial Advocates Investment Management
Washington
$3.29M +$1.37M +66,885 +96%
LA
164
Lane & Associates
New Jersey
$3.27M -$121K -5,880 -4%
ASBI
165
American State Bank (Iowa)
Iowa
$3.27M +$144K +7,015 +5%
Baird Financial Group
166
Baird Financial Group
Wisconsin
$3.25M -$294K -14,340 -8%
IWM
167
IHT Wealth Management
Illinois
$3.24M -$13.2K -645 -0.4%
FFG
168
Frisch Financial Group
New York
$3.23M -$15.4K -750 -0.5%
CFS
169
CRA Financial Services
New Jersey
$3.14M +$82.1K +4,000 +3%
NFC
170
Northeast Financial Consultants
Connecticut
$3.01M
EH
171
Equitable Holdings
New York
$2.98M +$208K +10,135 +7%
AFP
172
Alpha Financial Partners
Kentucky
$2.97M -$81.6K -3,975 -3%
AIM
173
Allen Investment Management
New York
$2.97M
NA
174
Nottingham Advisors
New York
$2.93M -$77.1K -3,755 -3%
CS
175
Comerica Securities
Michigan
$2.88M -$838K -40,805 -22%