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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Harbour Investments
Wisconsin
$13.5M +$2.44M +42,962 +22%
DAS
152
Dynamic Advisor Solutions
Arizona
$13.3M -$568K -9,995 -4%
RCM
153
Requisite Capital Management
Texas
$13.3M +$333K +5,858 +3%
PWM
154
Prentice Wealth Management
New York
$13.3M +$330K +5,816 +3%
DADC
155
D.A. Davidson & Co
Montana
$13.2M +$1.27M +22,301 +11%
William Blair & Company
156
William Blair & Company
Illinois
$13.1M +$982K +17,284 +8%
FA
157
Fermata Advisors
California
$13.1M +$721K +12,699 +6%
SF
158
Summit Financial
New Jersey
$13M +$12.9M +227,244 New
CW
159
CreativeOne Wealth
Kansas
$12.9M +$629K +11,083 +5%
FNA
160
First National Advisers
Nebraska
$12.8M +$458K +8,057 +4%
PFPT
161
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.5M -$239K -4,205 -2%
CAM
162
Cresset Asset Management
Illinois
$12.3M -$3.98M -70,074 -24%
BCA
163
Bay Colony Advisors
Massachusetts
$12.3M +$862K +15,186 +8%
CC
164
Courier Capital
New York
$12.2M +$193K +3,404 +2%
WIA
165
World Investment Advisors
California
$12M +$567K +9,976 +5%
LFG
166
Larson Financial Group
Missouri
$12M +$1.12M +19,717 +10%
FF
167
Financial Futures
New Jersey
$12M +$269K +4,741 +2%
GWANC
168
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.9M -$1.74M -30,716 -13%
IAIM
169
International Assets Investment Management
Florida
$11.6M – – –
PCIA
170
Prime Capital Investment Advisors
Kansas
$11.4M -$1.76M -31,045 -13%
CCP
171
Cassia Capital Partners
North Carolina
$11.4M +$120K +2,109 +1%
Cerity Partners
172
Cerity Partners
New York
$11.3M +$663K +11,678 +6%
Wealthfront Advisers
173
Wealthfront Advisers
California
$11.3M +$1.09M +19,133 +11%
SFP
174
Sandbox Financial Partners
Maryland
$11.3M -$469K -8,250 -4%
RPGNY
175
Retirement Planning Group (New York)
New York
$11.3M +$1.4M +24,618 +14%