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SMAX

iShares Large Cap Max Buffer Sep ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FI
26
FWG Investments
Kentucky
$497K +$496K +19,723 New
FA
27
FSA Advisors
Michigan
$456K +$455K +18,083 New
Jane Street
28
Jane Street
New York
$362K +$361K +14,348 New
MWS
29
Maxwell Wealth Strategies
California
$353K +$352K +13,994 New
LI
30
LifeWealth Investments
Florida
$283K +$282K +11,213 New
OMC
31
Old Mission Capital
Illinois
$271K +$271K +10,764 New
AFO
32
Allie Family Office
Florida
$252K +$251K +9,964 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$244K +$244K +9,695 New
IPAM
34
Investment Partners Asset Management
New Jersey
$205K +$204K +8,122 New
OIA
35
OneDigital Investment Advisors
Kansas
$202K +$202K +8,014 New
Q1WB
36
Quest 10 Wealth Builders
Virginia
$143K +$143K +5,666 New
JP Morgan Chase
37
JP Morgan Chase
New York
$62.5K +$62.4K +2,480 New
SWM
38
Spire Wealth Management
Virginia
$59.7K +$59.6K +2,368 New
T
39
Transce3nd
Texas
$23.5K +$23.5K +933 New
CAWM
40
Capital A Wealth Management
Pennsylvania
$20.6K +$20.6K +819 New
PSFG
41
Park Square Financial Group
Georgia
$19.1K +$19.1K +758 New
PA
42
Pineridge Advisors
Missouri
$4.31K +$4.3K +171 New
DRP
43
Decker Retirement Planning
Utah
$3.13K +$3.12K +124 New
NMG
44
New Millennium Group
Utah
$1.39K +$1.38K +55 New
RWPA
45
Richard W. Paul & Associates
Michigan
$832 +$830 +33 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$25 +$25 +1 New