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iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$22M +$2.65M +108,110 +14%
Raymond James Financial
2
Raymond James Financial
Florida
$10.1M +$2.68M +109,599 +35%
LPL Financial
3
LPL Financial
California
$7.55M +$3.54M +144,469 +86%
SAG
4
Sentinel Advisory Group
Wisconsin
$6.01M +$6.09M +248,664 New
KFS
5
Kelly Financial Services
Massachusetts
$4.27M +$4.32M +176,347 New
MG
6
Mather Group
Illinois
$4.08M +$4.13M +168,695 New
PCIA
7
Prime Capital Investment Advisors
Kansas
$3.46M -$4.35M -177,833 -55%
Stifel Financial
8
Stifel Financial
Missouri
$3.2M +$354K +14,469 +12%
PAG
9
Private Advisor Group
New Jersey
$2.41M -$109K -4,444 -4%
AAG
10
Armstrong Advisory Group
Massachusetts
$2.23M +$603K +24,617 +36%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.06M +$312K +12,732 +41%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$897K +$601K +24,538 +196%
PCG
13
Prosperity Consulting Group
Maryland
$746K – – –
SWM
14
SeaCrest Wealth Management
New York
$665K – – –
WP
15
WealthShield Partners
North Carolina
$622K +$14K +573 +2%
DA
16
Dover Advisors
Virginia
$590K +$76.5K +3,125 +15%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$577K +$584K +23,845 New
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$552K -$2.5M -101,956 -82%
BAM
19
Belpointe Asset Management
Nevada
$537K +$152K +6,225 +39%
FCA
20
Fortis Capital Advisors
Kansas
$537K +$152K +6,225 +39%
MOS
21
MGO One Seven
Ohio
$442K +$447K +18,259 New
Citadel Advisors
22
Citadel Advisors
Florida
$427K -$91.6K -3,743 -17%
BCM
23
BluePath Capital Management
Georgia
$425K +$431K +17,590 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$410K +$415K +16,940 New
CFS
25
Coordinated Financial Services
Colorado
$394K +$20.9K +852 +6%
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