We are live on ! Find out more
IVVB icon

iShares Large Cap Deep Quarterly Laddered ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$9.16K
AWM
27
AE Wealth Management
Kansas
$4.58K +$4.46K +140 New
JP Morgan Chase
28
JP Morgan Chase
New York
$1.77K
Osaic Holdings
29
Osaic Holdings
Arizona
$1.01K
UBS Group
30
UBS Group
Switzerland
$393 +$382 +12 New
BHCM
31
Brevan Howard Capital Management
Jersey
-$461M -60,706,457 Closed
3AM
32
3EDGE Asset Management
Florida
-$91.8M -2,960,255 Closed
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
-$8.43M -271,787 Closed
AWAU
34
Alliance Wealth Advisors (Utah)
Utah
-$4.74M -152,930 Closed
PWG
35
Portside Wealth Group
Utah
-$2.81M -90,638 Closed
CFG
36
Certior Financial Group
Pennsylvania
-$2.64M -85,061 Closed
Cerity Partners
37
Cerity Partners
New York
-$2.29M -73,774 Closed
AWA
38
Arete Wealth Advisors
Illinois
-$1.85M -59,663 Closed
MTC
39
Matrix Trust Company
Colorado
-$1.3M -42,028 Closed
PCG
40
Prosperity Consulting Group
Maryland
-$1.03M -33,277 Closed
NG
41
Norden Group
Utah
-$893K -28,782 Closed
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
-$733K -23,485 Closed
FNWA
43
Financial Network Wealth Advisors
Utah
-$497K -16,022 Closed
TC
44
TownSquare Capital
Utah
-$435K -14,018 Closed
GWM
45
Gibbs Wealth Management
Georgia
-$337K -10,877 Closed
RW
46
Regimen Wealth
Georgia
-$277K -8,948 Closed
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
-$257K -8,277 Closed
DWM
48
Diversify Wealth Management
Utah
-$250K -7,829 Closed
MWM
49
Modern Wealth Management
Kansas
-$202K -6,502 Closed
GWM
50
Geneos Wealth Management
Colorado
-$2.02K -65 Closed