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HDV

iShares Core High Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$553M +$6.6M +341,320 +1%
Morgan Stanley
2
Morgan Stanley
New York
$223M +$4.37M +225,705 +2%
UBS Group
3
UBS Group
Switzerland
$133M +$1.65M +85,220 +1%
LPL Financial
4
LPL Financial
California
$122M +$5.19M +268,325 +4%
SAM
5
Securian Asset Management
Minnesota
$103M +$1.66M +85,850 +2%
Wells Fargo
6
Wells Fargo
California
$102M +$26.6M +1,374,755 +34%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$67.1M +$395K +20,400 +0.6%
JP Morgan Chase
8
JP Morgan Chase
New York
$62.5M +$13.4M +690,760 +26%
BlackRock
9
BlackRock
New York
$53.5M -$7.8M -402,910 -12%
M&T Bank
10
M&T Bank
New York
$48.8M -$726K -37,530 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$47.8M +$14.5M +751,795 +42%
Ameriprise
12
Ameriprise
Minnesota
$45.5M +$1.21M +62,400 +3%
LIA
13
LBMC Investment Advisors
Tennessee
$44.5M -$41.2M -2,129,700 -94%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$44.4M +$700K +36,185 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$42.8M -$850K -43,920 -2%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$38.3M +$3.64M +187,915 +10%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$36.3M +$1.55M +80,320 +4%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$36.3M +$601K +31,045 +2%
FMLI
19
Fukoku Mutual Life Insurance
Japan
$29.8M
Osaic Holdings
20
Osaic Holdings
Arizona
$28.4M +$2.19M +113,345 +8%
SB
21
Simmons Bank
Arkansas
$25.2M +$770K +39,795 +3%
Creative Planning
22
Creative Planning
Kansas
$24.9M -$792K -40,910 -3%
SPIA
23
Steward Partners Investment Advisory
New York
$20M -$250K -12,935 -1%
SFG
24
SNS Financial Group
Minnesota
$18.4M +$1.38M +71,150 +8%
AIM
25
Astor Investment Management
Illinois
$18.3M +$18.8M +969,205 New