We are live on ! Find out more
IVVM icon

iShares Large Cap Moderate Quarterly Laddered ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$36.4M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.7M +$4.72M +141,862 +31%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$11.9M +$741K +22,247 +7%
Raymond James Financial
4
Raymond James Financial
Florida
$6.17M +$6.01M +180,531 New
CFS
5
CRA Financial Services
New Jersey
$5.47M +$65.8K +1,975 +1%
EWM
6
Evolution Wealth Management
Florida
$1.88M +$1.83M +55,069 New
Osaic Holdings
7
Osaic Holdings
Arizona
$1.54M +$483K +14,505 +47%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$1.41M +$476K +14,293 +53%
SB
9
Strategic Blueprint
Georgia
$1.05M +$17.5K +527 +2%
PA
10
PFG Advisors
Arizona
$751K +$731K +21,954 New
LWA
11
LifeGoal Wealth Advisors
New York
$713K +$439K +13,191 +172%
NA
12
NewEdge Advisors
Louisiana
$562K +$143K +4,299 +35%
HighTower Advisors
13
HighTower Advisors
Illinois
$414K +$403K +12,117 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$334K +$325K +9,760 New
LPL Financial
15
LPL Financial
California
$318K +$309K +9,284 New
AssetMark Inc
16
AssetMark Inc
California
$123K +$119K +3,587 New
CA
17
Clearstead Advisors
Ohio
$104K +$101K +3,039 New
AAS
18
Ameritas Advisory Services
Nebraska
$30.7K -$46.5K -1,398 -61%
AWM
19
AE Wealth Management
Kansas
$26.3K +$10.6K +318 +71%
CA
20
CoreCap Advisors
Michigan
$16.8K
IA
21
IFP Advisors
Florida
$7.42K +$67 +2 +0.9%
SS
22
Sunbelt Securities
Texas
$479 -$932 -28 -67%
DFA
23
DHJJ Financial Advisors
Illinois
$35
Goldman Sachs
24
Goldman Sachs
New York
-$278K -8,594 Closed
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
-$225K -6,953 Closed