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DMAX

iShares Large Cap Max Buffer Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
1
BIP Wealth
Georgia
$20.2M -$2.01M -75,132 -9%
JLBC
2
J.L. Bainbridge & Co
Florida
$18.1M +$18.2M +682,097 New
CWG
3
Crown Wealth Group
North Carolina
$13.2M +$442K +16,540 +3%
BlackRock
4
BlackRock
New York
$10.6M
FA
5
FC Advisory
Pennsylvania
$4.07M +$1.49M +55,731 +57%
Raymond James Financial
6
Raymond James Financial
Florida
$3.32M +$3.34M +124,997 New
ATS
7
Ashton Thomas Securities
New York
$2.63M +$2.64M +98,855 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.38M +$2.07M +77,631 +643%
ATPW
9
Ashton Thomas Private Wealth
Arizona
$2.07M +$2.08M +77,782 New
CA
10
Crewe Advisors
Utah
$2.01M +$1.01M +37,883 +100%
GFG
11
Grantvest Financial Group
New Jersey
$1.7M -$70.9K -2,656 -4%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$1.46M
BSCCG
13
Blue Sky Capital Consultants Group
California
$1.34M +$46.4K +1,738 +4%
AFP
14
ATX Financial Planning
Texas
$1.16M +$232K +8,694 +25%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$927K +$932K +34,890 New
OMC
16
Old Mission Capital
Illinois
$903K +$907K +33,969 New
EMAM
17
Encompass More Asset Management
California
$856K +$860K +32,206 New
AWA
18
Amplius Wealth Advisors
Pennsylvania
$788K
Citadel Advisors
19
Citadel Advisors
Florida
$786K +$562K +21,053 +247%
Creative Planning
20
Creative Planning
Kansas
$729K
SHWM
21
Smith & Howard Wealth Management
Georgia
$622K +$626K +23,422 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$605K +$71.8K +2,687 +13%
CF
23
Crosspoint Financial
California
$576K +$579K +21,683 New
ASN
24
Advisory Services Network
Georgia
$532K +$534K +20,005 New
AFP
25
Ausdal Financial Partners
Iowa
$522K +$525K +19,641 New