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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
$36.4M -$549K -20,768 -2%
CFC
2
Client First Capital
California
$5.01M +$2.99K +113 +0.1%
SB
3
Strategic Blueprint
Georgia
$2.57M -$6.49M -245,696 -72%
GFG
4
Grantvest Financial Group
New Jersey
$1.48M -$266K -10,056 -15%
AWA
5
Amplius Wealth Advisors
Pennsylvania
$1.29M -$52.9K -2,000 -4%
JSA
6
Jim Saulnier & Associates
Colorado
$975K -$2.22K -84 -0.2%
Goldman Sachs
7
Goldman Sachs
New York
$939K -$130K -4,932 -12%
Citadel Advisors
8
Citadel Advisors
Florida
$930K +$918K +34,722 New
CA
9
Crewe Advisors
Utah
$921K
CWG
10
Crown Wealth Group
North Carolina
$798K +$319K +12,050 +68%
FA
11
FC Advisory
Pennsylvania
$696K +$687K +25,988 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$690K
OMC
13
Old Mission Capital
Illinois
$671K -$271K -10,235 -29%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$665K -$17.8K -673 -3%
TWM
15
Tradition Wealth Management
Minnesota
$587K -$2.01K -76 -0.3%
AIP
16
ARS Investment Partners
New York
$533K
Creative Planning
17
Creative Planning
Kansas
$375K
SCA
18
Snowden Capital Advisors
New York
$307K -$108K -4,073 -26%
SAW
19
Signal Advisors Wealth
Michigan
$264K -$75.1K -2,840 -22%
IPAM
20
Investment Partners Asset Management
New Jersey
$219K
AFP
21
Ausdal Financial Partners
Iowa
$208K +$205K +7,768 New
AWM
22
AE Wealth Management
Kansas
$180K +$178K +6,724 New
ASN
23
Advisory Services Network
Georgia
$36.2K +$35.7K +1,350 New
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$11.4K
UBS Group
25
UBS Group
Switzerland
$2.62K -$24.1K -911 -90%