We are live on ! Find out more
DMAX icon

iShares Large Cap Max Buffer Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Strategic Blueprint
26
Strategic Blueprint
Georgia
$469K -$20.1K -743 -4%
Sagespring Wealth Partners
27
Sagespring Wealth Partners
Tennessee
$451K -$10K -367 -2%
Lido Advisors
28
Lido Advisors
California
$448K – – –
SVWG
29
Shared Vision Wealth Group
United States
$390K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$370K – – –
Old Mission Capital
31
Old Mission Capital
Illinois
$329K -$595K -21,950 -65%
Middleton & Co
32
Middleton & Co
Massachusetts
$323K -$96.3K -3,550 -23%
ARS Investment Partners
33
ARS Investment Partners
New York
$273K – – –
Kovack Advisors
34
Kovack Advisors
Florida
$256K – – –
OneDigital Investment Advisors
35
OneDigital Investment Advisors
Kansas
$235K – – –
Sigma Planning Corp
36
Sigma Planning Corp
Michigan
$214K +$213K +7,839 New
Prosperity Consulting Group
37
Prosperity Consulting Group
Maryland
$214K – – –
JP Morgan Chase
38
JP Morgan Chase
New York
$189K +$188K +6,934 New
Farther Finance Advisors
39
Farther Finance Advisors
California
$64.1K – – –
APFP
40
Action Point Financial Planning
Michigan
$48.1K +$47.7K +1,759 New
Harbour Investments
41
Harbour Investments
Wisconsin
$46K – – –
Blue Trust Inc
42
Blue Trust Inc
Georgia
$39.6K +$39.3K +1,450 New
BWM
43
Bernard Wealth Management
Michigan
$10.1K – – –
AE Wealth Management
44
AE Wealth Management
Kansas
$5.77K +$5.72K +211 New
IFP Advisors
45
IFP Advisors
Florida
$2.19K – – –
Ashton Thomas Securities
46
Ashton Thomas Securities
New York
– -$2.63M -98,855 Closed
Jane Street
47
Jane Street
New York
– -$310K -11,666 Closed
Patriot Financial Group Insurance Agency
48
Patriot Financial Group Insurance Agency
Massachusetts
– -$205K -7,706 Closed
Parallel Advisors
49
Parallel Advisors
California
– -$15.9K -600 Closed
UBS Group
50
UBS Group
Switzerland
– -$12.6K -475 Closed