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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Avaii Wealth Management
Wisconsin
$8.51M +$1.34M +23,582 +20%
RDFA
27
Ritter Daniher Financial Advisory
Ohio
$7.86M +$6.64M +116,931 +817%
UL
28
Unionview LLC
Washington
$7.46M +$7.07M +124,513 New
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$7.4M -$1.44M -25,297 -17%
AWA
30
ARQ Wealth Advisors
Arizona
$6.98M +$473K +8,331 +8%
Equitable Holdings
31
Equitable Holdings
New York
$6.58M +$216K +3,806 +4%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$5.73M +$4.35M +76,659 +403%
SA
33
SFI Advisors
New Jersey
$5.59M +$327K +5,758 +7%
Integrated Wealth Concepts
34
Integrated Wealth Concepts
Massachusetts
$5.17M +$625K +11,011 +15%
MWA
35
MN Wealth Advisors
Kansas
$4.87M -$493K -8,690 -10%
BWM
36
BCGM Wealth Management
Indiana
$4.8M -$903K -15,905 -17%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$4.68M +$99.4K +1,752 +2%
Citadel Advisors
38
Citadel Advisors
Florida
$4.42M +$4.18M +73,730 New
VWA
39
Visionary Wealth Advisors
Illinois
$4.23M +$34.7K +611 +0.9%
MA
40
Mutual Advisors
Nebraska
$4.23M +$272K +4,795 +7%
CFS
41
Commonwealth Financial Services
West Virginia
$3.92M -$11.4K -201 -0.3%
RWS
42
Resolute Wealth Strategies
Mississippi
$3.15M +$2.98M +52,564 New
MML Investors Services
43
MML Investors Services
Massachusetts
$3.14M +$278K +4,896 +10%
TSWM
44
Tyler-Stone Wealth Management
Ohio
$3.07M +$1.19M +21,024 +70%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$3.01M +$953K +16,792 +50%
CWM
46
CMH Wealth Management
New Hampshire
$2.91M +$66.3K +1,169 +2%
AWAP
47
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.44M +$167K +2,948 +8%
Perigon Wealth Management
48
Perigon Wealth Management
California
$2.23M +$734K +12,928 +53%
Synovus Financial
49
Synovus Financial
Georgia
$2.18M -$18.4K -325 -0.9%
TSWM
50
Triangle Securities Wealth Management
North Carolina
$2.11M +$787K +13,865 +65%