We are live on ! Find out more
JAVA icon

JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
26
Ritter Daniher Financial Advisory
Ohio
$12.6M +$4.8M +81,334 +62%
SPG
27
Strategic Planning Group
Utah
$11.3M +$644K +10,920 +6%
AP
28
Americana Partners
Texas
$9.87M +$723K +12,255 +8%
Stifel Financial
29
Stifel Financial
Missouri
$9.55M -$11.2M -189,897 -54%
AWM
30
Avaii Wealth Management
Wisconsin
$8.97M +$546K +9,255 +7%
AWA
31
ARQ Wealth Advisors
Arizona
$8.28M +$1.36M +23,131 +20%
UL
32
Unionview LLC
Washington
$7.54M +$165K +2,793 +2%
SWP
33
SIMA Wealth Partners
Virginia
$6.79M +$6.76M +114,573 New
IWC
34
Integrated Wealth Concepts
Massachusetts
$6.43M +$1.31M +22,142 +26%
EH
35
Equitable Holdings
New York
$6.37M -$142K -2,401 -2%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$6.17M -$1.15M -19,556 -16%
SA
37
SFI Advisors
New Jersey
$5.72M +$188K +3,182 +3%
CFS
38
Commonwealth Financial Services
West Virginia
$5.44M +$1.28M +21,634 +31%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$5.44M +$804K +13,635 +17%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$5.22M +$2.23M +37,829 +75%
BWM
41
BCGM Wealth Management
Indiana
$5.17M +$423K +7,168 +9%
MWA
42
MN Wealth Advisors
Kansas
$4.97M +$158K +2,686 +3%
GAM
43
Gemmer Asset Management
California
$4.84M +$4.82M +81,700 New
GF
44
GGM Financials
Ohio
$4.74M +$4.72M +80,030 New
MA
45
Mutual Advisors
Nebraska
$4.53M +$195K +3,304 +5%
VWA
46
Visionary Wealth Advisors
Illinois
$4.26M +$78K +1,323 +2%
TSWM
47
Tyler-Stone Wealth Management
Ohio
$3.79M +$752K +12,756 +25%
RWS
48
Resolute Wealth Strategies
Mississippi
$3.47M +$350K +5,934 +11%
HighTower Advisors
49
HighTower Advisors
Illinois
$3.09M +$2.5M +42,364 +437%
TSWM
50
Triangle Securities Wealth Management
North Carolina
$2.99M +$900K +15,266 +43%