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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
176
United Capital Financial Advisors
Texas
$658K +$59.8K +3,560 +10%
IWA
177
Inspirion Wealth Advisors
Illinois
$628K -$24.8K -1,480 -4%
ADL
178
Asset Dedication LLC
California
$610K
AIA
179
Allegis Investment Advisors
Idaho
$609K +$337K +20,100 +121%
RCAG
180
Rehmann Capital Advisory Group
Michigan
$590K -$216K -12,850 -27%
IH
181
IFC Holdings
Florida
$579K +$318K +18,945 +119%
AI
182
Atria Investments
North Carolina
$578K -$133K -7,920 -19%
FG
183
Fiduciary Group
Georgia
$578K -$16.8K -1,000 -3%
SWM
184
SVA Wealth Management
Wisconsin
$576K +$40.4K +2,405 +7%
RGIA
185
Rainier Group Investment Advisory
Washington
$556K -$143K -8,500 -20%
TI
186
Truepoint Inc
Ohio
$542K +$539K +32,115 New
PS
187
Portfolio Solutions
Michigan
$536K
PA
188
Pinnacle Associates
New York
$536K +$115K +6,850 +27%
PTC
189
Philadelphia Trust Company
Pennsylvania
$533K
WB
190
WesBanco Bank
West Virginia
$529K
AAS
191
Annex Advisory Services
Wisconsin
$522K -$30K -1,785 -5%
KWM
192
Kingsview Wealth Management
Oregon
$519K -$31.9K -1,900 -6%
AIM
193
Arcadia Investment Management
Michigan
$501K -$24.2K -1,440 -5%
FHC
194
First Heartland Consultants
Missouri
$471K +$37K +2,205 +8%
RW
195
Rand Wealth
Maryland
$471K +$48.5K +2,890 +11%
WP
196
WealthSource Partners
California
$468K -$11.4K -680 -2%
MLIC
197
Mandatum Life Insurance Company
Finland
$457K -$50.4K -3,000 -10%
WA
198
WealthTrust-Arizona
Arizona
$449K -$9.82K -585 -2%
TNB
199
Thomasville National Bank
Georgia
$449K
Creative Planning
200
Creative Planning
Kansas
$447K +$26.4K +1,570 +6%