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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
76
Tucker Asset Management
Colorado
$23.1K – – –
AWM
77
AE Wealth Management
Kansas
$21.8K +$23.3K +925 New
FHA
78
First Horizon Advisors
Tennessee
$19.6K +$6.21K +247 +42%
KBFS
79
Kohmann Bosshard Financial Services
Ohio
$16.5K +$17.6K +700 New
PSFG
80
Park Square Financial Group
Georgia
$14.6K +$15.6K +619 New
UBS Group
81
UBS Group
Switzerland
$14.1K +$15.1K +600 New
NSIM
82
North Star Investment Management
Illinois
$2.96K +$176 +7 +6%
PP
83
Pacifica Partners
Canada
$2.95K – – –
PS
84
Principal Securities
Iowa
$2.35K – – –
POIA
85
Pin Oak Investment Advisors
Texas
$2K – – –
AWM
86
Activest Wealth Management
Florida
$107 +$25 +1 +25%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$94 -$352 -14 -78%
Wells Fargo
88
Wells Fargo
California
$26 – – –
FH
89
FWG Holdings
Florida
– -$8.78M -346,724 Closed
EWM
90
Elmwood Wealth Management
California
– -$1.7M -62,839 Closed
AFG
91
Atomi Financial Group
New York
– -$1.22M -45,270 Closed
GS
92
GTS Securities
Florida
– -$584K -21,644 Closed
CCFM
93
Clear Creek Financial Management
Washington
– -$288K -10,666 Closed
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
– -$258K -10,266 -100%
HH
95
Hilltop Holdings
Texas
– -$272K -10,065 Closed
Vontobel Holding
96
Vontobel Holding
Switzerland
– -$216K -8,000 Closed
NFSG
97
Newbridge Financial Services Group
Florida
– -$6.75K -250 Closed
CA
98
Crewe Advisors
Utah
– -$5.4K -200 Closed
CPA
99
Clear Point Advisors
New York
– -$299 -11 Closed