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icono de IVVM

iShares Large Cap Moderate Quarterly Laddered ETF
IVVM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
BlackRock
1
BlackRock
New York
USD 39.4 M +USD 43.9 k +1,211 +0.1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 26.8 M -USD 3.87 M -106,789 -13%
Founders Financial Securities
3
Founders Financial Securities
Maryland
USD 16.2 M -USD 39.2 k -1,081 -0.2%
Raymond James Financial
4
Raymond James Financial
Florida
USD 8.3 M -USD 32.8 k -906 -0.4%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
USD 5.99 M -USD 1.43 M -39,454 -20%
CRA Financial Services
6
CRA Financial Services
New Jersey
USD 5.76 M -USD 66.2 k -1,827 -1%
LPL Financial
7
LPL Financial
California
USD 4.25 M -USD 310 k -8,553 -7%
VCM
8
Vavra Capital Management
Pennsylvania
USD 3.81 M +USD 35.6 k +982 +1%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
USD 2.61 M +USD 423 k +11,660 +20%
CCC
10
Compass Capital Corp
Massachusetts
USD 2.43 M +USD 88.6 k +2,445 +4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
USD 1.8 M +USD 66.7 k +1,841 +4%
PFG Investments
12
PFG Investments
New York
USD 1.34 M +USD 1.31 M +36,288 Nuevas
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
USD 1.19 M +USD 116 k +3,193 +11%
Osaic Holdings
14
Osaic Holdings
Arizona
USD 1.04 M +USD 43.6 k +1,202 +4%
LWA
15
LifeGoal Wealth Advisors
New York
USD 901 k +USD 156 k +4,294 +21%
Brookstone Capital Management
16
Brookstone Capital Management
Illinois
USD 771 k +USD 66.7 k +1,841 +10%
NewEdge Advisors
17
NewEdge Advisors
Louisiana
USD 747 k -USD 6.67 k -184 -0.9%
CA
18
COFG Advisors
Illinois
USD 629 k +USD 60.2 k +1,662 +11%
HighTower Advisors
19
HighTower Advisors
Illinois
USD 448 k – – –
Savvy Advisors Inc
20
Savvy Advisors Inc
New York
USD 343 k +USD 337 k +9,288 Nuevas
CA
21
Chatterton & Associates
California
USD 299 k – – –
MML Investors Services
22
MML Investors Services
Massachusetts
USD 266 k +USD 260 k +7,185 Nuevas
GWN Securities
23
GWN Securities
Florida
USD 229 k -USD 4.82 k -133 -2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
USD 214 k +USD 210 k +5,804 Nuevas
Capital Analysts LLC
25
Capital Analysts LLC
Pennsylvania
USD 214 k +USD 87.8 k +2,424 +72%
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