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icono de IVVB

iShares Large Cap Deep Quarterly Laddered ETF
IVVB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wick Capital Partners
1
Wick Capital Partners
Pennsylvania
USD 39.3 M +USD 1.48 M +43,602 +4%
BlackRock
2
BlackRock
New York
USD 15.8 M +USD 18.4 k +542 +0.1%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
USD 9.38 M -USD 692 k -20,372 -7%
Ashton Thomas Private Wealth
4
Ashton Thomas Private Wealth
Arizona
USD 6.72 M +USD 6.49 M +190,946 +6,214%
PS
5
Planned Solutions
California
USD 5.8 M -USD 333 k -9,807 -6%
Raymond James Financial
6
Raymond James Financial
Florida
USD 3.02 M +USD 1.22 M +35,981 +70%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
USD 2.68 M +USD 403 k +11,859 +18%
EFL
8
ERn Financial LLC
Wisconsin
USD 2.51 M +USD 94.3 k +2,776 +4%
Valmark Advisers
9
Valmark Advisers
Ohio
USD 1.89 M +USD 280 k +8,243 +18%
PFG Investments
10
PFG Investments
New York
USD 1.74 M +USD 1.31 M +38,651 +330%
LPL Financial
11
LPL Financial
California
USD 1.11 M +USD 351 k +10,322 +48%
Csenge Advisory Group
12
Csenge Advisory Group
Florida
USD 1.08 M +USD 113 k +3,327 +12%
NewEdge Advisors
13
NewEdge Advisors
Louisiana
USD 773 k -USD 5.33 k -157 -0.7%
Formidable Asset Management
14
Formidable Asset Management
Ohio
USD 757 k -USD 13.5 k -398 -2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
USD 615 k -USD 48.9 k -1,438 -7%
Sagespring Wealth Partners
16
Sagespring Wealth Partners
Tennessee
USD 557 k -USD 9.9 k -290 -2%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
USD 513 k – – –
Savvy Advisors Inc
18
Savvy Advisors Inc
New York
USD 344 k +USD 337 k +9,920 Nuevas
Harbour Investments
19
Harbour Investments
Wisconsin
USD 229 k +USD 34 +1 +0%
Citadel Advisors
20
Citadel Advisors
Florida
USD 215 k +USD 211 k +6,211 Nuevas
Integrated Advisors Network
21
Integrated Advisors Network
Texas
USD 202 k +USD 198 k +5,840 Nuevas
Clearstead Advisors
22
Clearstead Advisors
Ohio
USD 110 k – – –
Morgan Stanley
23
Morgan Stanley
New York
USD 65.8 k – – –
OA
24
Operose Advisors
Wisconsin
USD 65.2 k +USD 63.9 k +1,882 Nuevas
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
USD 43 k +USD 41.8 k +1,229 +4,727%
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