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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
176
SII Investments
Wisconsin
$882K -$27.5K -1,570 -3%
GWM
177
Geneos Wealth Management
Colorado
$875K +$68.6K +3,920 +9%
SMC
178
Smith, Moore & Co
Missouri
$848K +$156K +8,920 +23%
RCAG
179
Rehmann Capital Advisory Group
Michigan
$835K +$16.5K +945 +2%
NCM
180
New Capital Management
Texas
$790K +$3.76K +215 +0.5%
VC
181
Vestor Capital
Illinois
$785K
NEIRG
182
New England Investment & Retirement Group
Massachusetts
$752K -$17.6K -1,005 -2%
TC
183
Trust Company
Kansas
$746K -$2.19K -125 -0.3%
ADL
184
Asset Dedication LLC
California
$738K +$74.2K +4,240 +12%
Koshinski Asset Management
185
Koshinski Asset Management
Illinois
$726K -$116K -6,650 -14%
AI
186
Atria Investments
North Carolina
$720K +$34K +1,945 +5%
Jane Street
187
Jane Street
New York
$720K +$442K +25,250 +172%
UCFA
188
United Capital Financial Advisors
Texas
$709K +$44.4K +2,540 +7%
JGIA
189
Jackson Grant Investment Advisers
Connecticut
$695K +$84.8K +4,850 +14%
VA
190
Valmark Advisers
Ohio
$694K +$674K +38,515 New
IWA
191
Inspirion Wealth Advisors
Illinois
$682K +$437 +25 +0.1%
CWS
192
Cypress Wealth Services
California
$670K +$650K +37,165 New
Cetera Investment Advisers
193
Cetera Investment Advisers
Illinois
$644K -$7.7K -440 -1%
V
194
Veritable
Delaware
$630K -$204K -11,640 -25%
HA
195
Hamel Associates
New Jersey
$629K -$1.23M -70,500 -67%
IH
196
IFC Holdings
Florida
$629K +$90K +5,145 +17%
LFR
197
Lehman Financial Resources
Pennsylvania
$621K +$603K +34,450 New
SWM
198
SeaCrest Wealth Management
New York
$607K +$589K +33,655 New
RGIA
199
Rainier Group Investment Advisory
Washington
$603K
MWM
200
Merriman Wealth Management
Washington
$600K +$219K +12,495 +60%