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JPMorgan Nasdaq Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
601
Cerity Partners
New York
$239K -$91.8K -1,636 -28%
DWM
602
Diversify Wealth Management
Utah
$239K +$239K +4,266 New
CCM
603
Coldstream Capital Management
Washington
$239K -$14.2K -253 -6%
C
604
Certuity
Florida
$239K +$238K +4,233 New
GHA
605
Granite Harbor Advisors
Texas
$238K +$6.51K +116 +3%
OPWM
606
Oregon Pacific Wealth Management
Oregon
$237K +$236K +4,202 New
LIG
607
Lokken Investment Group
Delaware
$237K +$236K +4,198 New
EWA
608
EverSource Wealth Advisors
Alabama
$233K +$225K +4,000 +3,008%
AP
609
Appleton Partners
Massachusetts
$232K +$231K +4,115 New
TWP
610
Tyche Wealth Partners
Texas
$232K – – –
SWP
611
Sagespring Wealth Partners
Tennessee
$231K +$230K +4,103 New
CPBTD
612
Central Pacific Bank - Trust Division
Hawaii
$231K – – –
RWMG
613
Redwood Wealth Management Group
New Jersey
$231K +$230K +4,100 New
AP
614
Adero Partners
California
$231K – – –
MMCM
615
Murphy & Mullick Capital Management
New York
$229K +$226K +4,032 New
VAG
616
VisionPoint Advisory Group
Texas
$229K +$4.21K +75 +2%
KFA
617
Kapstone Financial Advisors
Ohio
$228K -$30.8K -549 -12%
SAM
618
Secure Asset Management
Michigan
$228K +$13.1K +234 +6%
FFM
619
Forum Financial Management
Illinois
$226K – – –
GT
620
Greenleaf Trust
Michigan
$226K +$225K +4,000 New
SB
621
Strategic Blueprint
Georgia
$222K +$222K +3,946 New
APW
622
Aurora Private Wealth
New Jersey
$222K +$1.68K +30 +0.8%
MTWM
623
Masso Torrence Wealth Management
New Jersey
$220K -$3.22M -57,366 -94%
RWP
624
Ridgecrest Wealth Partners
California
$220K – – –
SSB
625
Sandy Spring Bank
Maryland
$219K +$196K +3,493 +873%