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iShares Large Cap Moderate Quarterly Laddered ETF
IVVM

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