28 institutions currently hold IVVB, ranked below by position value.
| Key Holders | Total Value | Avg Weight |
|---|---|---|
| Wick Capital Partners, LLC | $35.0M | 6.38% |
| BlackRock, Inc. | $14.6M | 0.00% |
| CAPTRUST FINANCIAL ADVISORS | $9.3M | 0.02% |
| Planned Solutions, Inc. | $5.7M | 1.86% |
| ERn Financial, LLC | $2.2M | 0.42% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 0.00% |
| RAYMOND JAMES FINANCIAL INC | $1.6M | 0.00% |
| Valmark Advisers, Inc. | $1.5M | 0.02% |
| BIP Wealth, LLC | $1.0M | 0.04% |
| Americana Partners, LLC | $920.0K | 0.02% |
| Csenge Advisory Group | $894.1K | 0.04% |
| Formidable Asset Management, LLC | $794.3K | 0.12% |
| LPL Financial LLC | $692.4K | 0.00% |
| Cetera Investment Advisers | $615.4K | 0.00% |
| SAGESPRING WEALTH PARTNERS, LLC | $524.8K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | $474.2K | 0.00% |
| PFG Investments, LLC | $375.5K | 0.02% |
| Ameritas Advisory Services, LLC | $240.3K | 0.01% |
| HARBOUR INVESTMENTS, INC. | $211.5K | 0.00% |
| Clearstead Advisors, LLC | $101.7K | 0.00% |
| Ashton Thomas Private Wealth, LLC | $98.5K | 0.00% |
| MORGAN STANLEY | $60.9K | 0.00% |
| OSAIC HOLDINGS, INC. | $25.3K | 0.00% |
| NewEdge Advisors, LLC | $22.5K | 0.00% |
| IFP Advisors, Inc | $9.3K | 0.00% |
| AE Wealth Management LLC | $4.5K | 0.00% |
| JPMORGAN CHASE & CO | $1.7K | 0.00% |
| ROYAL BANK OF CANADA | $1.0K | 0.00% |