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SMAX

iShares Large Cap Max Buffer Sep ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JLBC
1
J.L. Bainbridge & Co
Florida
$26.4M -$12.4M -451,116 -32%
CFC
2
Client First Capital
California
$4.01M -$39.2K -1,423 -1%
Raymond James Financial
3
Raymond James Financial
Florida
$2.6M +$27.4K +993 +1%
FA
4
FC Advisory
Pennsylvania
$2.24M -$6.67K -242 -0.3%
GFG
5
Grantvest Financial Group
New Jersey
$2.04M -$32.6K -1,182 -2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.95M +$1.13M +41,031 +142%
AWA
7
Amplius Wealth Advisors
Pennsylvania
$1.34M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.23M +$1.57K +57 +0.1%
CA
9
Crewe Advisors
Utah
$1.06M
JSA
10
Jim Saulnier & Associates
Colorado
$1.01M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$746K -$27.6K -1,000 -4%
KAS
12
Kestra Advisory Services
Texas
$599K
TWM
13
Tradition Wealth Management
Minnesota
$588K
AIP
14
ARS Investment Partners
New York
$555K
LAM
15
Lifestyle Asset Management
Texas
$466K -$3.56K -129 -0.8%
CWG
16
Crown Wealth Group
North Carolina
$465K -$1.38K -50 -0.3%
Citadel Advisors
17
Citadel Advisors
Florida
$444K +$439K +15,936 New
CCFM
18
Clear Creek Financial Management
Washington
$428K
KIM
19
Kestra Investment Management
Texas
$412K +$407K +14,787 New
KA
20
Kovack Advisors
Florida
$412K
Creative Planning
21
Creative Planning
Kansas
$390K
BSCCG
22
Blue Sky Capital Consultants Group
California
$325K -$321K -11,640 -50%
AFP
23
Ausdal Financial Partners
Iowa
$323K
OMC
24
Old Mission Capital
Illinois
$295K -$541K -19,635 -65%
Bank of America
25
Bank of America
North Carolina
$251K +$248K +9,007 New