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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
26
Cooper Financial Group
California
$975K +$964K +19,035 New
EFH
27
Eaton Financial Holdings
Florida
$867K +$858K +16,930 New
Daymark Wealth Partners
28
Daymark Wealth Partners
Ohio
$675K +$667K +13,174 New
LGWM
29
Litman Gregory Wealth Management
California
$645K – – –
LSPW
30
Lake Street Private Wealth
Illinois
$527K +$521K +10,290 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$504K +$169K +3,335 +51%
SFS
32
Security Financial Services
Indiana
$408K +$404K +7,969 New
Synovus Financial
33
Synovus Financial
Georgia
$395K +$391K +7,716 New
SOS
34
Silver Oak Securities
Tennessee
$320K -$27.7K -547 -8%
Atria Wealth Solutions
35
Atria Wealth Solutions
New York
$317K +$314K +6,190 New
Benjamin F. Edwards & Company
36
Benjamin F. Edwards & Company
Missouri
$301K +$297K +5,868 New
Cetera Advisor Networks
37
Cetera Advisor Networks
California
$267K +$264K +5,212 New
Steward Partners Investment Advisory
38
Steward Partners Investment Advisory
New York
$250K +$247K +4,883 New
HighTower Advisors
39
HighTower Advisors
Illinois
$245K +$244K +4,812 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$215K +$212K +4,194 New
Truist Financial
41
Truist Financial
North Carolina
$202K +$200K +3,939 New
Capital Analysts LLC
42
Capital Analysts LLC
Pennsylvania
$121K +$89K +1,757 +293%
MCC
43
Money Concepts Capital
Florida
$114K -$62.4K -1,231 -36%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$90K +$88.7K +1,750 New
PTC
45
Private Trust Company
Ohio
$56K +$55.7K +1,100 New
Advisory Services Network
46
Advisory Services Network
Georgia
$53K +$52.4K +1,035 New
FAM
47
Family Asset Management
South Carolina
$47.3K +$46.8K +924 New
HIA
48
Harbor Investment Advisory
Maryland
$36.5K +$36.1K +713 New
Wells Fargo
49
Wells Fargo
California
$11.7K +$11.6K +228 New
PA
50
PSI Advisors
Florida
$10.3K +$10.2K +201 New