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PGIM US Large-Cap Buffer 20 ETF - July
PBJL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Prudential Financial
1
Prudential Financial
New Jersey
USD 15.2 M +USD 5.95 M +192,589 +66%
Foguth Wealth Management
2
Foguth Wealth Management
Michigan
USD 14.4 M +USD 792 k +25,634 +6%
Centaurus Financial
3
Centaurus Financial
California
USD 4.36 M +USD 2.17 M +70,130 +101%
JSA
4
Jim Saulnier & Associates
Colorado
USD 3.99 M – – –
AAM
5
American Asset Management
Florida
USD 2.58 M +USD 1.08 M +35,087 +74%
BWAM
6
Blue Water Asset Management
Michigan
USD 1.23 M +USD 931 k +30,134 +331%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
USD 1.03 M -USD 372 k -12,038 -27%
Spire Wealth Management
8
Spire Wealth Management
Virginia
USD 651 k -USD 108 k -3,486 -14%
Evergreen Wealth Solutions
9
Evergreen Wealth Solutions
Pennsylvania
USD 596 k +USD 577 k +18,674 Nuevas
LIWM
10
Long Island Wealth Management
New York
USD 533 k +USD 306 k +9,921 +139%
Raymond James Financial
11
Raymond James Financial
Florida
USD 471 k +USD 232 k +7,496 +99%
BWM
12
BCGM Wealth Management
Indiana
USD 367 k – – –
DFA
13
DHJJ Financial Advisors
Illinois
USD 203 k – – –
Steward Partners Investment Advisory
14
Steward Partners Investment Advisory
New York
USD 60 k +USD 59.2 k +1,916 Nuevas
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
USD 27.1 k +USD 4.7 k +152 +21%
UBS Group
16
UBS Group
Switzerland
USD 4.1 k +USD 4.05 k +131 Nuevas
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
– -USD 1.76 M -59,279 Cerradas
Old Mission Capital
18
Old Mission Capital
Illinois
– -USD 1.02 M -34,375 Cerradas
LWP
19
LeClair Wealth Partners
Ohio
– -USD 270 k -9,098 Cerradas
Kestra Advisory Services
20
Kestra Advisory Services
Texas
– -USD 240 k -8,075 Cerradas
Advisory Services Network
21
Advisory Services Network
Georgia
– -USD 96.7 k -3,255 Cerradas