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
BlackRock
1
BlackRock
New York
$15.4M -$3.82M -120,000 -20%
Wick Capital Partners
2
Wick Capital Partners
Pennsylvania
$14.3M +$13.8M +434,015 +13,228%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$13.5M +$1.08M +34,051 +9%
Planned Solutions
4
Planned Solutions
California
$6.12M +$22.6K +710 +0.4%
Americana Partners
5
Americana Partners
Texas
$3.2M -$5.49M -172,588 -64%
Vantage Financial Partners (Wisconsin)
6
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.01M -$394K -12,381 -12%
EFL
7
ERn Financial LLC
Wisconsin
$2.01M +$40.9K +1,284 +2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.83M +$525K +16,480 +42%
PFG Investments
9
PFG Investments
New York
$1.44M -$29.9K -939 -2%
Wallace Advisory Group
10
Wallace Advisory Group
California
$1.36M -$131K -4,100 -9%
Valmark Advisers
11
Valmark Advisers
Ohio
$1.19M +$231K +7,266 +25%
Strategic Blueprint
12
Strategic Blueprint
Georgia
$1.05M -$10.6K -334 -1%
Ameritas Advisory Services
13
Ameritas Advisory Services
Nebraska
$867K +$844K +26,500 New
Csenge Advisory Group
14
Csenge Advisory Group
Florida
$831K +$325K +10,220 +67%
Formidable Asset Management
15
Formidable Asset Management
Ohio
$729K +$748K +23,509 New
NewEdge Advisors
16
NewEdge Advisors
Louisiana
$641K +$156K +4,908 +33%
KM Capital Management
17
KM Capital Management
Texas
$484K – – –
Old Mission Capital
18
Old Mission Capital
Illinois
$460K +$448K +14,059 New
HighTower Advisors
19
HighTower Advisors
Illinois
$352K +$342K +10,750 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$240K +$234K +7,345 New
Focus Partners Advisor Solutions
21
Focus Partners Advisor Solutions
Missouri
$216K +$206K +6,474 New
Diversify Advisory Services
22
Diversify Advisory Services
Utah
$200K -$213K -6,694 -53%
Clearstead Advisors
23
Clearstead Advisors
Ohio
$104K +$101K +3,173 New
Harbour Investments
24
Harbour Investments
Wisconsin
$54.6K – – –
Principal Securities
25
Principal Securities
Iowa
$52.4K – – –