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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
176
Inspirion Wealth Advisors
Illinois
$686K
PA
177
Pinnacle Associates
New York
$658K +$122K +7,185 +23%
JGIA
178
Jackson Grant Investment Advisers
Connecticut
$647K +$1.02K +60 +0.2%
UCFA
179
United Capital Financial Advisors
Texas
$637K -$138K -8,110 -18%
RJT
180
Raymond James Trust
Florida
$633K +$633K +37,235 New
NWP
181
Northstar Wealth Partners
Connecticut
$630K +$18.3K +1,075 +3%
MWM
182
Merriman Wealth Management
Washington
$622K -$6.46K -380 -1%
ADL
183
Asset Dedication LLC
California
$617K
Millennium Management
184
Millennium Management
New York
$613K -$328K -19,275 -35%
CWS
185
Cypress Wealth Services
California
$603K -$9.78K -575 -2%
V
186
Veritable
Delaware
$594K
Koshinski Asset Management
187
Koshinski Asset Management
Illinois
$586K +$9.1K +535 +2%
SWM
188
SeaCrest Wealth Management
New York
$564K
1IA
189
1834 Investment Advisors
Wisconsin
$562K
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$557K +$20.3K +1,195 +4%
DC
191
Derby & Company
Massachusetts
$551K +$62K +3,645 +13%
PTC
192
Philadelphia Trust Company
Pennsylvania
$545K
HA
193
Hamel Associates
New Jersey
$544K -$48.9K -2,875 -8%
WB
194
WesBanco Bank
West Virginia
$540K
BWM
195
BerganKDV Wealth Management
Minnesota
$536K -$7.82K -460 -1%
SCA
196
Snowden Capital Advisors
New York
$534K +$32K +1,880 +6%
SS
197
Sunbelt Securities
Texas
$532K -$5.95K -350 -1%
AWA
198
Arete Wealth Advisors
Illinois
$528K -$499K -29,335 -49%
PWAP
199
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$524K +$37.8K +2,225 +8%
Lido Advisors
200
Lido Advisors
California
$521K +$61.7K +3,630 +13%