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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCS
201
Crosspoint Capital Strategies
California
$26K +$26.8K +1,750 New
BKA
202
Brick & Kyle Associates
Pennsylvania
$25K
TFO
203
Tarbox Family Office
California
$24K
GAM
204
Gemmer Asset Management
California
$20K +$153 +10 +0.7%
IF
205
Ironwood Financial
Arizona
$19K +$19.1K +1,250 New
JFA
206
JNBA Financial Advisors
Minnesota
$18K +$18.3K +1,195 New
JFGIW
207
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K +$16.5K +1,075 New
GWM
208
Gupta Wealth Management
California
$15K +$15.3K +1,000 New
M
209
MOTCO
Texas
$13K
WP
210
WealthPLAN Partners
Nebraska
$12K +$13K +850 New
FNBT
211
FineMark National Bank & Trust
Florida
$11K +$2.14K +140 +23%
AIM
212
Advantage Investment Management
Iowa
$10K +$10.3K +670 New
BCM
213
Blume Capital Management
California
$9K -$1.91K -125 -17%
CA
214
CapWealth Advisors
Tennessee
$4K +$3.83K +250 New
AUIM
215
Aegon USA Investment Management
Iowa
-$85.1M -5,556,500 Closed
Deutsche Bank
216
Deutsche Bank
Germany
-$27.1M -1,769,030 Closed
TFA
217
Transamerica Financial Advisors
Florida
-$1.58M -103,265 Closed
IPC
218
Independent Portfolio Consultants
Florida
-$1.35M -88,000 Closed
SMM
219
Stadion Money Management
Georgia
-$999K -65,290 Closed
SAG
220
Sterne Agee Group
Alabama
-$800K -52,275 Closed
LH
221
Lebenthal Holdings
New York
-$745K -48,670 Closed
Millennium Management
222
Millennium Management
New York
-$638K -41,665 Closed
CNB
223
City National Bank
Delaware
-$507K -33,105 Closed
WS
224
Wedbush Securities
California
-$243K -15,865 Closed
Brown Advisory
225
Brown Advisory
Maryland
-$228K -14,880 Closed