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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
AE Wealth Management
Kansas
$17.3M +$3.55M +61,000 +25%
BWP
127
Bernardo Wealth Planning
Pennsylvania
$17.3M -$1.14M -19,536 -6%
TFS
128
Thoroughbred Financial Services
Tennessee
$17.2M +$227K +3,894 +1%
AP
129
Americana Partners
Texas
$17.1M -$582 -10 -0%
MOS
130
MGO One Seven
Ohio
$16.7M +$46.4K +797 +0.3%
CIAS
131
Capital Investment Advisory Services
North Carolina
$16.7M +$4M +68,707 +30%
CM
132
Columbus Macro
Pennsylvania
$16.6M +$830K +14,260 +5%
RCM
133
Requisite Capital Management
Texas
$16.6M +$2.32M +39,835 +16%
CAM
134
Cresset Asset Management
Illinois
$16.5M +$530K +9,102 +3%
BCI
135
Brinker Capital Investments
Pennsylvania
$16.4M -$8.11M -139,414 -32%
1NWS
136
1 North Wealth Services
Maryland
$16.3M +$184K +3,167 +1%
SWA
137
SFMG Wealth Advisors
Texas
$16.2M -$545K -9,364 -3%
UCFA
138
United Capital Financial Advisors
Texas
$16.2M +$1.13M +19,459 +7%
William Blair & Company
139
William Blair & Company
Illinois
$16.1M +$2.7M +46,443 +20%
Creative Planning
140
Creative Planning
Kansas
$15.9M +$2.78M +47,821 +21%
FA
141
Fagan Associates
New York
$15.9M -$76.7K -1,318 -0.5%
SCA
142
St. Clair Advisors
Ohio
$15.9M +$893K +15,346 +6%
DADC
143
D.A. Davidson & Co
Montana
$15.7M +$1.21M +20,759 +8%
AMG
144
Advisors Management Group
Wisconsin
$15.7M -$1M -17,196 -6%
PP
145
Patten & Patten
Tennessee
$15.6M -$1.55M -26,627 -9%
MCIA
146
Mountain Capital Investment Advisors
Colorado
$15.6M -$1.53M -26,362 -9%
SIM
147
Stratos Investment Management
Ohio
$15.5M -$5.11M -87,771 -24%
EFG
148
Everest Financial Group
Minnesota
$15.2M +$2.54M +43,725 +19%
Wealthfront Advisers
149
Wealthfront Advisers
California
$15.2M +$3.67M +63,131 +31%
TWM
150
Tradition Wealth Management
Minnesota
$15.1M -$157K -2,698 -1%