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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
201
SEI Investments
Pennsylvania
$242K +$95.1K +6,400 +70%
WEC
202
Winslow Evans & Crocker
Massachusetts
$241K +$19.6K +1,320 +9%
BRWA
203
B. Riley Wealth Advisors
Florida
$240K +$25K +1,685 +12%
PWLP
204
Prio Wealth Limited Partnership
Massachusetts
$236K -$13.8K -930 -6%
HCM
205
Hengehold Capital Management
Ohio
$235K +$224K +15,050 New
CIA
206
Capital Investment Advisors
Georgia
$225K +$215K +14,450 New
FI
207
FormulaFolio Investments
Michigan
$221K +$210K +14,135 New
FA
208
FDx Advisors
Illinois
$212K +$201K +13,560 New
VC
209
Vicus Capital
Pennsylvania
$206K +$196K +13,195 New
MCM
210
Murphy Capital Management
New Jersey
$203K +$194K +13,075 New
EDRS
211
Edmond de Rothschild (Suisse)
Switzerland
$199K +$52K +3,500 +38%
SF
212
Synovus Financial
Georgia
$179K +$43.5K +2,925 +34%
Schroder Investment Management Group
213
Schroder Investment Management Group
United Kingdom
$178K
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$168K -$34.5K -2,320 -18%
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$165K -$26K -1,750 -14%
NFG
216
Next Financial Group
Texas
$149K +$15.7K +1,060 +12%
FCCM
217
First City Capital Management
Georgia
$148K
RCA
218
Rowland Carmichael Advisors
Arizona
$143K +$136K +9,185 New
WRM
219
Westport Resources Management
Connecticut
$135K
WA
220
WealthTrust-Arizona
Arizona
$135K +$5.13K +345 +4%
KT
221
Kanaly Trust
Texas
$127K +$7.72K +520 +7%
ASN
222
Advisory Services Network
Georgia
$124K +$108K +7,245 +1,073%
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$123K
CLOS
224
Compagnie Lombard Odier SCmA
Switzerland
$117K -$37.1K -2,500 -25%
Barclays
225
Barclays
United Kingdom
$114K