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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
176
Cahill Financial Advisors
Minnesota
$3.43M +$347K +16,935 +11%
TF
177
Theory Financial
Colorado
$3.42M +$3.36M +164,200 New
FANJ
178
Financial Architects (New Jersey)
New Jersey
$3.4M +$1.88M +91,695 +128%
Russell Investments Group
179
Russell Investments Group
United Kingdom
$3.38M +$3.31M +161,945 New
SFG
180
Summit Financial Group
West Virginia
$3.37M +$182K +8,880 +6%
ASN
181
Advisory Services Network
Georgia
$3.37M -$2.61M -127,480 -44%
RIA
182
Regal Investment Advisors
Michigan
$3.36M -$747K -36,515 -18%
IWM
183
IHT Wealth Management
Illinois
$3.34M -$12.7K -620 -0.4%
FFG
184
Frisch Financial Group
New York
$3.33M +$30.6K +1,495 +0.9%
DC
185
Davenport & Co
Virginia
$3.31M +$3.03M +147,905 +1,344%
SG
186
StoneX Group
New York
$3.21M +$559K +27,320 +22%
ASBI
187
American State Bank (Iowa)
Iowa
$3.21M +$85.7K +4,190 +3%
CFS
188
CRA Financial Services
New Jersey
$3.14M +$51.4K +2,510 +2%
AFP
189
Alpha Financial Partners
Kentucky
$3.13M +$3.07M +150,015 New
NFC
190
Northeast Financial Consultants
Connecticut
$3.09M – – –
NA
191
Nottingham Advisors
New York
$3.09M -$849K -41,485 -22%
AIC
192
Ayalon Insurance Company
Israel
$3.08M +$103K +5,015 +4%
PAG
193
Private Advisor Group
New Jersey
$3.05M +$468K +22,885 +4%
AIM
194
Allen Investment Management
New York
$3.04M – – –
Cerity Partners
195
Cerity Partners
New York
$2.98M +$309K +15,110 +12%
EL
196
EQ LLC
Washington
$2.98M +$88.8K +4,340 +3%
CCG
197
Chatham Capital Group
Georgia
$2.93M -$12.3K -600 -0.4%
ISWM
198
Independent Solutions Wealth Management
New York
$2.93M -$290K -14,155 -9%
WWA
199
WCG Wealth Advisors
Nevada
$2.89M -$143K -6,980 -5%
SWM
200
SigFig Wealth Management
California
$2.89M +$2.28M +111,450 +160%