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PBSE
PGIM US Large-Cap Buffer 20 ETF - September
PBSE
PBSE
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RPSA
1
Richard P. Slaughter Associates
Austin,
Texas
| $12.3M | +$12M | +423,947 | New |
|
2
Prudential Financial
Newark,
New Jersey
| $5.27M | +$536K | +18,898 | +12% |
|
|
SWM
3
Spire Wealth Management
Mclean,
Virginia
| $3.21M | +$3.14M | +110,827 | New |
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $2.37M | +$2.11M | +74,233 | +985% |
|
|
JSA
5
Jim Saulnier & Associates
Fort Collins,
Colorado
| $1.62M | +$1.58M | +55,826 | New |
|
|
AAM
6
American Asset Management
Boca Raton,
Florida
| $1.36M | +$1.33M | +46,821 | New |
|
7
Raymond James Financial
St Petersburg,
Florida
| $227K | +$223K | +7,848 | New |
|
|
DFA
8
DHJJ Financial Advisors
Naperville,
Illinois
| $44.8K | +$16K | +563 | +57% |
|
|
WIM
9
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$852K | -30,678 | Closed |
|
|
WP
10
WealthPLAN Partners
Omaha,
Nebraska
| – | -$291K | -10,476 | Closed |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$199K | -7,172 | Closed |
|
12
UBS Group
Zurich,
Switzerland
| – | -$28 | -1 | Closed |
|