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MAXJ

iShares Large Cap Max Buffer Jun ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NIA
26
NBZ Investment Advisors
Tennessee
$706K -$110K -3,964 -14%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$659K +$344K +12,374 +111%
CWS
28
Cypress Wealth Services
California
$612K
BSCCG
29
Blue Sky Capital Consultants Group
California
$608K +$601K +21,665 New
TWM
30
Tradition Wealth Management
Minnesota
$566K -$160K -5,768 -22%
OIA
31
OneDigital Investment Advisors
Kansas
$564K -$4.3M -154,861 -89%
BW
32
BIP Wealth
Georgia
$492K +$487K +17,547 New
FIA
33
Foundations Investment Advisors
Arizona
$436K +$431K +15,538 New
LPL Financial
34
LPL Financial
California
$435K +$431K +15,508 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$392K +$388K +13,990 New
WCG
36
Weaver Consulting Group
California
$379K -$8.33K -300 -2%
BWM
37
BCGM Wealth Management
Indiana
$363K
AFP
38
Ausdal Financial Partners
Iowa
$300K +$297K +10,709 New
PCP
39
Proficio Capital Partners
Massachusetts
$291K
AIP
40
ARS Investment Partners
New York
$279K
AWAG
41
ARS Wealth Advisors Group
Florida
$223K
HI
42
Harbour Investments
Wisconsin
$204K +$202K +7,278 New
GWM
43
Geneos Wealth Management
Colorado
$98.4K
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.9K -$11.7K -420 -13%
ASN
45
Advisory Services Network
Georgia
$40.3K +$39.9K +1,436 New
FFA
46
Farther Finance Advisors
California
$32.3K -$1.08K -39 -3%
Osaic Holdings
47
Osaic Holdings
Arizona
$28.8K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$24K +$23.4K +844 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$17K
PWA
50
Physician Wealth Advisors
Utah
$13.4K