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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
$49.4M +$12.8M +473,771 +35%
CFC
2
Client First Capital
California
$5.05M +$8.85K +328 +0.2%
BW
3
BIP Wealth
Georgia
$4.44M +$4.44M +164,670 New
Raymond James Financial
4
Raymond James Financial
Florida
$2.55M +$2.55M +94,650 New
GFG
5
Grantvest Financial Group
New Jersey
$2.19M +$702K +26,039 +47%
FA
6
FC Advisory
Pennsylvania
$2.18M +$1.48M +54,787 +211%
Goldman Sachs
7
Goldman Sachs
New York
$1.41M +$469K +17,368 +50%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.38M +$1.38M +51,333 New
AWA
9
Amplius Wealth Advisors
Pennsylvania
$1.3M
CA
10
Crewe Advisors
Utah
$1.03M +$101K +3,726 +11%
JSA
11
Jim Saulnier & Associates
Colorado
$974K -$7.2K -267 -0.7%
CWG
12
Crown Wealth Group
North Carolina
$811K +$7.82K +290 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$804K +$135K +4,989 +20%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$749K +$54.7K +2,029 +8%
BSCCG
15
Blue Sky Capital Consultants Group
California
$628K +$629K +23,307 New
TWM
16
Tradition Wealth Management
Minnesota
$591K +$135 +5 +0%
AIP
17
ARS Investment Partners
New York
$536K
LAM
18
Lifestyle Asset Management
Texas
$458K +$458K +16,978 New
KAS
19
Kestra Advisory Services
Texas
$428K +$428K +15,881 New
KA
20
Kovack Advisors
Florida
$398K +$399K +14,783 New
KIM
21
Kestra Investment Management
Texas
$389K +$390K +14,445 New
Creative Planning
22
Creative Planning
Kansas
$377K
AFP
23
Ausdal Financial Partners
Iowa
$313K +$103K +3,832 +49%
IPAM
24
Investment Partners Asset Management
New Jersey
$220K
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$211K +$211K +7,810 New