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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$166M +$3.89M +287,790 +2%
NLI
2
Nippon Life Insurance
Japan
$109M
HB
3
Homrich & Berg
Georgia
$74.1M +$4.39M +324,565 +6%
U
4
UBS
Switzerland
$55.9M +$5.49M +405,665 +11%
LPL Financial
5
LPL Financial
California
$53.3M -$78.9M -5,832,830 -60%
Bank of America
6
Bank of America
North Carolina
$53.2M -$31.5M -2,327,375 -37%
Wells Fargo
7
Wells Fargo
California
$50.7M +$8.44M +624,145 +20%
MG
8
MDE Group
New Jersey
$39.3M +$1.21M +89,460 +3%
AAA
9
Alpine Associates Advisors
New Jersey
$36.2M +$37M +2,734,500 New
LWMT
10
Legacy Wealth Management (Tennessee)
Tennessee
$32M -$406K -30,040 -1%
SC
11
Stratford Consulting
Texas
$28M +$1.2M +89,085 +4%
SWA
12
SFMG Wealth Advisors
Texas
$26.8M +$1.38M +102,310 +5%
Deutsche Bank
13
Deutsche Bank
Germany
$23.9M +$374K +27,620 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$20.7M +$1.83M +134,995 +9%
LIA
15
LBMC Investment Advisors
Tennessee
$19.5M +$2.74M +202,595 +16%
CHFS
16
Cobble Hill Financial Services
New Jersey
$17M +$676K +50,000 +4%
TMNFIC
17
Tokio Marine & Nichido Fire Insurance Company
Japan
$16.6M
SG Americas Securities
18
SG Americas Securities
New York
$16M +$13.4M +990,065 +449%
BlackRock
19
BlackRock
New York
$15.6M -$20.3K -1,500 -0.1%
AI
20
Atria Investments
North Carolina
$15.6M +$282K +20,830 +2%
AEPG
21
American Economic Planning Group
New Jersey
$15.5M +$258K +19,100 +2%
CS
22
Credit Suisse
Switzerland
$14.8M -$43.3M -3,200,930 -74%
M&T Bank
23
M&T Bank
New York
$14.8M -$3.83M -283,290 -20%
HighTower Advisors
24
HighTower Advisors
Illinois
$14.7M +$199K +14,690 +1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$13.7M +$3.1M +229,040 +28%