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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Private Advisor Group
26
Private Advisor Group
New Jersey
$31.4M +$18.3M +272,658 +149%
WWA
27
WCG Wealth Advisors
Nevada
$31.4M +$1.7M +25,387 +6%
FWA
28
FSM Wealth Advisors
Ohio
$31.1M +$1.79M +26,614 +6%
WAM
29
WNY Asset Management
New York
$28.9M +$1.33M +19,760 +5%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$28.2M +$1.67M +24,823 +6%
CI Investments Inc
31
CI Investments Inc
Ontario, Canada
$28M -$1.36M -20,250 -5%
Stifel Financial
32
Stifel Financial
Missouri
$25.7M +$9.46M +140,901 +61%
Daymark Wealth Partners
33
Daymark Wealth Partners
Ohio
$25.6M +$1.55M +23,040 +7%
CF
34
Convergence Financial
Missouri
$24.6M +$1.81M +26,976 +8%
AFA
35
Arlington Financial Advisors
California
$24.3M +$1.16M +17,328 +5%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$21.6M +$1.33M +19,884 +7%
Integrated Wealth Concepts
37
Integrated Wealth Concepts
Massachusetts
$17.6M +$16.7M +248,953 +3,615%
PA
38
Prism Advisors
California
$16.7M +$1.4M +20,879 +9%
TSWM
39
Triangle Securities Wealth Management
North Carolina
$16.6M +$31.1K +463 +0.2%
UW
40
Unique Wealth
Florida
$16.6M +$2.68M +39,931 +20%
KW
41
Keyvantage Wealth
Pennsylvania
$14.1M +$230K +3,421 +2%
Wells Fargo
42
Wells Fargo
California
$13.9M +$471K +7,021 +4%
Sanctuary Advisors
43
Sanctuary Advisors
Indiana
$12.9M +$120K +1,783 +1%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$10.9M +$1.27M +18,906 +14%
BWM
45
BCGM Wealth Management
Indiana
$10.8M +$520K +7,742 +5%
GCP
46
Gill Capital Partners
Colorado
$10.2M +$1.2M +17,813 +14%
AWA
47
ARQ Wealth Advisors
Arizona
$9.4M -$1.38M -20,532 -13%
WC
48
Weil Company
California
$9.23M -$828K -12,341 -8%
CWA
49
Centerline Wealth Advisors
Kentucky
$8.97M +$189K +2,819 +2%
CFS
50
Commonwealth Financial Services
West Virginia
$8.65M +$885K +13,179 +12%