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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
176
Fortress Wealth Management
California
$3.25M +$1.19M +21,317 +51%
RIA
177
Realta Investment Advisors
Delaware
$3.24M +$131K +2,354 +4%
BFA
178
Beacon Financial Advisory
Ohio
$3.23M +$3.51M +63,086 New
GWANC
179
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.21M +$2.27M +40,764 +186%
NCG
180
Newport Capital Group
New Jersey
$3.2M +$1.66M +29,898 +100%
WCFA
181
Walkner Condon Financial Advisors
Wisconsin
$3.14M +$2.35M +42,166 +221%
KFP
182
KMG Fiduciary Partners
Ohio
$3.07M +$1.62M +29,059 +94%
LWA
183
Lowe Wealth Advisors
Maryland
$3.05M +$588K +10,560 +22%
OFS
184
OneAscent Financial Services
Alabama
$2.95M +$656K +11,790 +26%
VAS
185
Vestmark Advisory Solutions
Massachusetts
$2.95M +$967K +17,372 +43%
SWM
186
Spire Wealth Management
Virginia
$2.95M -$954K -17,151 -23%
HWM
187
HB Wealth Management
Georgia
$2.95M +$77.1K +1,386 +2%
OIA
188
OneDigital Investment Advisors
Kansas
$2.95M +$195K +3,510 +6%
RGF
189
Retirement Guys Formula
Ohio
$2.92M +$1.19M +21,418 +60%
PFA
190
Peak Financial Advisors
Colorado
$2.92M +$2.33M +41,949 +279%
WS
191
Wedbush Securities
California
$2.88M +$154K +2,764 +5%
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$2.88M +$127K +2,278 +4%
EFS
193
Essex Financial Services
Connecticut
$2.79M +$515K +9,252 +20%
AAS
194
Ameritas Advisory Services
Nebraska
$2.77M +$1.4M +25,196 +87%
GM
195
GeoWealth Management
Illinois
$2.75M -$3.39M -60,963 -53%
RFWA
196
RPg Family Wealth Advisory
Massachusetts
$2.7M +$34.1K +612 +1%
MWM
197
Mascoma Wealth Management
New Hampshire
$2.68M +$234K +4,206 +9%
WAM
198
Weinberger Asset Management
California
$2.64M +$486K +8,738 +20%
CCIA
199
Cherry Creek Investment Advisors
Colorado
$2.62M -$72.2K -1,297 -2%
HSA
200
HBK Sorce Advisory
Pennsylvania
$2.58M +$2.8M +50,356 New