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iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
IVVM
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $32.2M | – | – | – |
|
|
CFS
2
CRA Financial Services
Northfield,
New Jersey
| $4.68M | +$400K | +13,670 | +10% |
|
|
MHS
3
M Holdings Securities
Portland,
Oregon
| $2.27M | +$1.82M | +62,156 | +488% |
|
4
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $2.04M | – | – | – |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.4M | +$561K | +19,156 | +71% |
|
|
SB
6
Strategic Blueprint
Atlanta,
Georgia
| $661K | +$640K | +21,856 | New |
|
7
HighTower Advisors
Chicago,
Illinois
| $367K | – | – | – |
|
|
CPA
8
Clear Point Advisors
Melville,
New York
| $96.8K | – | – | – |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $9.02K | – | – | – |
|
|
SS
10
Sunbelt Securities
Houston,
Texas
| $787 | +$761 | +26 | New |
|
|
DFA
11
DHJJ Financial Advisors
Naperville,
Illinois
| $31 | – | – | – |
|
|
OMC
12
Old Mission Capital
Chicago,
Illinois
| – | -$589K | -20,353 | Closed |
|