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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$1.88M +$1.83M +35,454 New
AWAP
27
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.8M +$440K +8,494 +33%
MPWT
28
MassMutual Private Wealth & Trust
Connecticut
$1.69M -$271K -5,235 -14%
MA
29
Mutual Advisors
Nebraska
$1.66M -$18.6K -360 -1%
SF
30
Synovus Financial
Georgia
$1.27M +$674K +13,023 +120%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.03M -$384K -7,425 -28%
CFG
32
Cooper Financial Group
California
$1.03M -$174K -3,362 -15%
KF
33
Krilogy Financial
Missouri
$909K -$521K -10,070 -37%
EFH
34
Eaton Financial Holdings
Florida
$894K -$6.11K -118 -0.7%
GM
35
GeoWealth Management
Illinois
$771K +$751K +14,510 New
BFEC
36
Benjamin F. Edwards & Company
Missouri
$726K +$94.4K +1,824 +15%
AWS
37
Atria Wealth Solutions
New York
$708K +$66.1K +1,277 +11%
AAS
38
Avantax Advisory Services
Texas
$707K +$688K +13,297 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$644K +$537K +10,370 +593%
LGWM
40
Litman Gregory Wealth Management
California
$627K +$611K +11,800 New
BFA
41
Beaumont Financial Advisors
Massachusetts
$612K -$161K -3,102 -21%
LNC
42
Lincoln National Corp
Pennsylvania
$550K +$134K +2,580 +33%
WF
43
Wayfinding Financial
Washington
$512K -$49.4K -955 -9%
LSPW
44
Lake Street Private Wealth
Illinois
$490K -$1.81K -35 -0.4%
GW
45
GW & Wade
Massachusetts
$488K +$475K +9,179 New
MML Investors Services
46
MML Investors Services
Massachusetts
$470K -$93.1K -1,799 -17%
GRP
47
Global Retirement Partners
California
$451K +$3.93K +76 +0.9%
CAN
48
Cetera Advisor Networks
California
$419K +$30.1K +582 +8%
FFA
49
Farther Finance Advisors
California
$371K -$19.7K -381 -5%
SFS
50
Security Financial Services
Indiana
$356K -$26.5K -512 -7%