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iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
IVVM
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
AssetMark Inc
Concord,
California
| $110K | -$12.5K | -361 | -10% |
|
|
CA
27
Clearstead Advisors
Cleveland,
Ohio
| $104K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $62K | +$63K | +1,814 | New |
|
|
AWM
29
AE Wealth Management
Topeka,
Kansas
| $26.2K | -$208 | -6 | -0.8% |
|
|
CA
30
CoreCap Advisors
Southfield,
Michigan
| $16.8K | – | – | – |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $7.4K | – | – | – |
|
|
DFA
32
DHJJ Financial Advisors
Naperville,
Illinois
| $35 | – | – | – |
|
|
STA
33
Shade Tree Advisors
Saratoga Springs,
New York
| – | -$355K | -10,191 | Closed |
|