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iShares Investment Grade Corporate Bond BuyWrite Strategy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1
Principle Wealth Partners
Connecticut
$11.4M +$11.8M +361,728 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.89M +$4.05M +124,536 +200%
WP
3
WealthShield Partners
North Carolina
$5.22M +$343K +10,542 +7%
Stifel Financial
4
Stifel Financial
Missouri
$5.08M +$4.54M +139,844 +655%
MML Investors Services
5
MML Investors Services
Massachusetts
$3M +$1.07M +32,796 +53%
PCIA
6
Prime Capital Investment Advisors
Kansas
$2.38M +$561K +17,255 +30%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.27M +$1.85M +56,878 +378%
LPL Financial
8
LPL Financial
California
$1.62M +$1.67M +51,532 New
TIM
9
Tortoise Investment Management
New York
$1.49M +$41.6K +1,279 +3%
Jane Street
10
Jane Street
New York
$1.47M +$1.18M +36,273 +352%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.39M +$1.43M +44,125 New
EIA
12
Eldridge Investment Advisors
New Hampshire
$1.11M +$1.15M +35,296 New
BAM
13
Belpointe Asset Management
Nevada
$1.07M -$434K -13,360 -28%
SWM
14
SeaCrest Wealth Management
New York
$851K -$65K -2,000 -7%
CRG
15
Cornerstone Retirement Group
Nevada
$481K +$496K +15,274 New
GS
16
GTS Securities
Florida
$393K +$405K +12,475 New
TCM
17
Triumph Capital Management
Colorado
$369K +$381K +11,720 New
OMC
18
Old Mission Capital
Illinois
$273K +$282K +8,677 New
CFCI
19
Comprehensive Financial Consultants Institutional
Indiana
$238K +$245K +7,549 New
BCM
20
BluePath Capital Management
Georgia
$131K +$135K +4,160 New
AF
21
Advisornet Financial
Minnesota
$63K +$35.7K +1,100 +122%
SCA
22
Stonebridge Capital Advisors
Minnesota
$63K +$35.7K +1,100 +122%
ACA
23
Aptus Capital Advisors
Alabama
$27.1K
CWAF
24
Core Wealth Advisors (Florida)
Florida
$11.5K +$7.57K +233 +175%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.94K +152 New