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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
$33.2M +$29.9M +1,178,891 +795%
AWM
2
AE Wealth Management
Kansas
$14.7M -$21.2M -836,212 -59%
SB
3
Strategic Blueprint
Georgia
$9.36M +$2.41M +95,050 +34%
CFC
4
Client First Capital
California
$4.68M +$4.73M +186,937 New
AWA
5
Authentikos Wealth Advisory
California
$2.72M +$2.16M +85,292 +368%
HBS
6
Howard Bailey Securities
Indiana
$2.58M +$1.94M +76,442 +289%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.87M -$322K -12,722 -15%
GFG
8
Grantvest Financial Group
New Jersey
$1.73M -$159K -6,298 -8%
CW
9
CreativeOne Wealth
Kansas
$1.11M -$31.8K -1,257 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.06M +$1.01M +39,896 +1,609%
FWM
11
FSR Wealth Management
Illinois
$1M -$1.01M -39,707 -50%
PIS
12
POM Investment Strategies
North Carolina
$961K -$349K -13,773 -26%
JSA
13
Jim Saulnier & Associates
Colorado
$932K +$2.41K +95 +0.3%
CA
14
Crewe Advisors
Utah
$861K +$871K +34,392 New
GM
15
GeoWealth Management
Illinois
$703K -$682K -26,947 -49%
OWA
16
Outlook Wealth Advisors
Texas
$663K -$360K -14,217 -35%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$645K +$203 +8 +0%
CWG
18
Crown Wealth Group
North Carolina
$568K -$1.58M -62,296 -73%
SCA
19
Snowden Capital Advisors
New York
$563K -$101K -3,969 -15%
TWM
20
Tradition Wealth Management
Minnesota
$551K +$51 +2 +0%
OMC
21
Old Mission Capital
Illinois
$515K +$249K +9,815 +91%
AIP
22
ARS Investment Partners
New York
$501K
BlackRock
23
BlackRock
New York
$501K -$9.37M -370,000 -95%
Goldman Sachs
24
Goldman Sachs
New York
$425K +$430K +16,980 New
TAP
25
Tounjian Advisory Partners
Florida
$398K +$403K +15,898 New