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DMAX

iShares Large Cap Max Buffer Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
26
Strategic Blueprint
Georgia
$469K -$20.1K -743 -4%
SWP
27
Sagespring Wealth Partners
Tennessee
$451K -$9.95K -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
OMC
31
Old Mission Capital
Illinois
$329K -$595K -21,950 -65%
MC
32
Middleton & Co
Massachusetts
$323K -$96.3K -3,550 -23%
AIP
33
ARS Investment Partners
New York
$273K
KA
34
Kovack Advisors
Florida
$256K
OIA
35
OneDigital Investment Advisors
Kansas
$235K
SPC
36
Sigma Planning Corp
Michigan
$214K +$213K +7,839 New
PCG
37
Prosperity Consulting Group
Maryland
$214K
JP Morgan Chase
38
JP Morgan Chase
New York
$189K +$188K +6,934 New
FFA
39
Farther Finance Advisors
California
$64.1K
APFP
40
Action Point Financial Planning
Michigan
$48.1K +$47.7K +1,759 New
HI
41
Harbour Investments
Wisconsin
$46K
BTI
42
Blue Trust Inc
Georgia
$39.6K +$39.3K +1,450 New
IWC
43
Integrated Wealth Concepts
Massachusetts
$16.4K +$16.3K +600 New
BWM
44
Bernard Wealth Management
Michigan
$10.1K
AWM
45
AE Wealth Management
Kansas
$5.77K +$5.72K +211 New
IA
46
IFP Advisors
Florida
$2.19K
ATS
47
Ashton Thomas Securities
New York
-$2.63M -98,855 Closed
Jane Street
48
Jane Street
New York
-$310K -11,666 Closed
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
-$205K -7,706 Closed
PA
50
Parallel Advisors
California
-$15.9K -600 Closed