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JPMorgan Nasdaq Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
426
Hamel Associates
New Jersey
$359K +$347K +6,460 New
CFS
427
Coordinated Financial Services
Colorado
$349K +$87.1K +1,621 +35%
LA
428
Lifeworks Advisors
Michigan
$349K -$3.55K -66 -1%
ML
429
McAdam LLC
Pennsylvania
$346K +$335K +6,242 New
CWA
430
Canvas Wealth Advisors
Kansas
$342K +$75.4K +1,402 +27%
BAAM
431
Baker Avenue Asset Management
California
$338K – – –
GFA
432
Gallagher Fiduciary Advisors
Illinois
$336K -$4.3K -80 -1%
MW
433
Marcum Wealth
Ohio
$333K -$41.2K -767 -11%
CAM
434
Cozad Asset Management
Illinois
$329K +$65.5K +1,219 +26%
CTWM
435
Cherry Tree Wealth Management
Minnesota
$328K +$98.8K +1,838 +45%
CFGS
436
Concourse Financial Group Securities
Alabama
$325K -$49.1K -914 -13%
AGP
437
Autumn Glory Partners
Texas
$323K +$64.5K +1,200 +26%
RWM
438
Ritholtz Wealth Management
New York
$322K +$312K +5,802 New
SIM
439
Stratos Investment Management
Ohio
$320K +$89.4K +1,664 +41%
IA
440
IAM Advisory
Pennsylvania
$319K -$32.2K -600 -9%
KeyBank National Association
441
KeyBank National Association
Ohio
$319K – – –
FGG
442
Financial Guidance Group
Florida
$318K +$83.3K +1,550 +37%
CCA
443
Cora Capital Advisors
New Jersey
$314K +$304K +5,655 New
PTC
444
Private Trust Company
Ohio
$308K +$246K +4,570 +468%
LFAS
445
Level Four Advisory Services
Texas
$305K +$15.9K +295 +6%
CGH
446
Crossmark Global Holdings
Texas
$305K +$296K +5,504 New
JWWM
447
Johnson & White Wealth Management
Pennsylvania
$299K +$290K +5,392 New
APW
448
Aurora Private Wealth
New Jersey
$292K +$10.2K +189 +4%
ACM
449
Academy Capital Management
Texas
$292K +$282K +5,254 New
EFL
450
ERn Financial LLC
Wisconsin
$289K +$280K +5,207 New