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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
651
GC Wealth Management RIA
Massachusetts
$1.61M +$1.61M +28,152 New
PSCM
652
Per Stirling Capital Management
Texas
$1.6M +$80.3K +1,406 +5%
BFG
653
Berger Financial Group
Minnesota
$1.59M +$36.5K +640 +2%
BlackRock
654
BlackRock
New York
$1.59M -$186K -3,256 -11%
IA
655
IFG Advisory
Georgia
$1.58M +$1.58M +27,650 New
XF
656
XML Financial
Maryland
$1.57M +$298K +5,215 +24%
CIG
657
Cascade Investment Group
Colorado
$1.56M -$145K -2,544 -9%
TPCW
658
TD Private Client Wealth
New York
$1.56M +$1.42M +24,858 +1,070%
CWP
659
Cyndeo Wealth Partners
Florida
$1.54M +$730K +12,790 +90%
HWM
660
Howard Wealth Management
Connecticut
$1.54M +$53.2K +931 +4%
SWA
661
Strategic Wealth Advisors
Arizona
$1.54M +$1.54M +26,891 New
DCA
662
DB&C Advisors
Michigan
$1.53M +$1.52M +26,704 New
HSA
663
HBK Sorce Advisory
Pennsylvania
$1.53M +$144K +2,525 +11%
WANY
664
Wealthspire Advisors (New York)
New York
$1.52M -$328K -5,749 -18%
FH
665
FWG Holdings
Florida
$1.51M +$350K +6,134 +31%
TWP
666
Triad Wealth Partners
Kansas
$1.5M -$324K -5,666 -18%
AGP
667
Autumn Glory Partners
Texas
$1.49M +$248K +4,347 +20%
PF
668
Prosperitas Financial
California
$1.49M +$56K +980 +4%
MWM
669
Meridian Wealth Management
Kentucky
$1.49M +$60.1K +1,052 +4%
AAS
670
Ameritas Advisory Services
Nebraska
$1.49M +$230K +4,027 +18%
SDH
671
Sloy Dahl & Holst
Washington
$1.48M -$48.8K -854 -3%
VAM
672
Verity Asset Management
North Carolina
$1.47M -$3.55M -62,209 -71%
AIM
673
Aspen Investment Management
Michigan
$1.47M +$1.47M +25,707 New
TAM
674
Tocqueville Asset Management
New York
$1.46M
CCM
675
Coldstream Capital Management
Washington
$1.46M +$196K +3,430 +16%