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SMAX

iShares Large Cap Max Buffer Sep ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$35.9M +$35.8M +1,424,423 New
BlackRock
2
BlackRock
New York
$9.83M +$9.81M +390,000 New
SB
3
Strategic Blueprint
Georgia
$7.02M +$7.01M +278,665 New
JLBC
4
J.L. Bainbridge & Co
Florida
$3.74M +$3.73M +148,374 New
LAS
5
Lloyd Advisory Services
Georgia
$2.72M +$2.72M +107,991 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.2M +$2.19M +87,210 New
CWG
7
Crown Wealth Group
North Carolina
$2.14M +$2.14M +84,988 New
FWM
8
FSR Wealth Management
Illinois
$2.01M +$2.01M +79,701 New
GFG
9
Grantvest Financial Group
New Jersey
$1.9M +$1.9M +75,474 New
CAG
10
Csenge Advisory Group
Florida
$1.73M +$1.72M +68,520 New
GLR
11
Great Lakes Retirement
Ohio
$1.67M +$1.67M +66,259 New
GM
12
GeoWealth Management
Illinois
$1.39M +$1.38M +55,011 New
PIS
13
POM Investment Strategies
North Carolina
$1.31M +$1.31M +52,163 New
CW
14
CreativeOne Wealth
Kansas
$1.15M +$1.15M +45,638 New
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$1.04M +$1.03M +41,128 New
OWA
16
Outlook Wealth Advisors
Texas
$1.03M +$1.02M +40,692 New
JSA
17
Jim Saulnier & Associates
Colorado
$935K +$934K +37,113 New
SW
18
SMART Wealth
Nebraska
$850K +$849K +33,735 New
SCA
19
Snowden Capital Advisors
New York
$668K +$665K +26,441 New
HBS
20
Howard Bailey Securities
Indiana
$667K +$666K +26,472 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$649K +$648K +25,741 New
AWA
22
Authentikos Wealth Advisory
California
$584K +$583K +23,185 New
TWM
23
Tradition Wealth Management
Minnesota
$554K +$554K +22,003 New
LRWM
24
Lord & Richards Wealth Management
Colorado
$542K +$541K +21,497 New
AIP
25
ARS Investment Partners
New York
$501K +$501K +19,900 New