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iShares Large Cap Deep Quarterly Laddered ETF
IVVB

Name Holding Trade Value Shares
Change 		Change in
Stake
3AM
1
3EDGE Asset Management
Florida
$86.9M +$90.7M +2,964,087 New
AP
2
Americana Partners
Texas
$39.2M +$40.9M +1,337,989 New
BlackRock
3
BlackRock
New York
$27.9M – – –
TC
4
TownSquare Capital
Utah
$12.8M +$13.4M +436,436 New
WCP
5
Wick Capital Partners
Pennsylvania
$9.95M -$2.37M -77,514 -19%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$9.7M +$1.67M +54,570 +20%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$7.65M +$7.98M +260,838 New
PS
8
Planned Solutions
California
$5.4M +$71.2K +2,328 +1%
AWAU
9
Alliance Wealth Advisors (Utah)
Utah
$4.24M +$4.42M +144,618 New
VFPW
10
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.46M -$37.4K -1,222 -1%
PWG
11
Portside Wealth Group
Utah
$2.53M +$2.64M +86,415 New
CFG
12
Certior Financial Group
Pennsylvania
$2.49M +$2.6M +85,012 New
Cerity Partners
13
Cerity Partners
New York
$2.16M +$2.26M +73,774 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.97M +$699K +22,859 +51%
PI
15
PFG Investments
New York
$1.33M -$8.75K -286 -0.6%
MTC
16
Matrix Trust Company
Colorado
$1.02M +$1.06M +34,664 New
SB
17
Strategic Blueprint
Georgia
$996K +$71.3K +2,331 +7%
PCG
18
Prosperity Consulting Group
Maryland
$976K +$1.02M +33,277 New
VA
19
Valmark Advisers
Ohio
$716K +$748K +24,435 New
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$689K +$719K +23,485 New
NG
21
Norden Group
Utah
$633K +$661K +21,598 New
AAS
22
Ameritas Advisory Services
Nebraska
$592K -$588K -19,222 -49%
FNWA
23
Financial Network Wealth Advisors
Utah
$449K +$468K +15,300 New
KCM
24
KM Capital Management
Texas
$434K +$453K +14,800 New
CAG
25
Csenge Advisory Group
Florida
$392K +$421K +13,774 New
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