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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWA
26
FSM Wealth Advisors
Ohio
$33.8M +$1.38M +19,662 +4%
PAG
27
Private Advisor Group
New Jersey
$33.6M +$854K +12,180 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$31.4M -$3.79M -53,969 -11%
WWA
29
WCG Wealth Advisors
Nevada
$30.8M -$1.74M -24,778 -5%
CI Investments Inc
30
CI Investments Inc
Ontario, Canada
$30.7M +$1.56M +22,200 +5%
Stifel Financial
31
Stifel Financial
Missouri
$30.5M +$3.65M +52,050 +14%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$30.4M +$1.09M +15,595 +4%
DWP
33
Daymark Wealth Partners
Ohio
$29.2M +$2.47M +35,248 +9%
AFA
34
Arlington Financial Advisors
California
$26M +$735K +10,481 +3%
CF
35
Convergence Financial
Missouri
$25.9M +$310K +4,418 +1%
UW
36
Unique Wealth
Florida
$20.4M +$3.13M +44,619 +19%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$18.7M -$3.72M -53,068 -17%
PA
38
Prism Advisors
California
$18.3M +$868K +12,372 +5%
TSWM
39
Triangle Securities Wealth Management
North Carolina
$17.3M -$4.35K -62 -0%
CWA
40
Centerline Wealth Advisors
Kentucky
$15.9M +$6.44M +91,840 +71%
Wells Fargo
41
Wells Fargo
California
$15.7M +$1.22M +17,361 +9%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$15.7M +$4.28M +60,964 +39%
BWM
43
BCGM Wealth Management
Indiana
$15.1M +$3.72M +53,005 +34%
CWS
44
Confluence Wealth Services
Pennsylvania
$14.3M +$14M +200,000 New
SA
45
Sanctuary Advisors
Indiana
$13.6M +$183K +2,605 +1%
WIM
46
WealthPlan Investment Management
Nebraska
$12.8M +$3.78M +53,882 +43%
GCP
47
Gill Capital Partners
Colorado
$12.1M +$1.5M +21,438 +15%
AWA
48
ARQ Wealth Advisors
Arizona
$10.8M +$995K +14,187 +10%
NA
49
NewEdge Advisors
Louisiana
$10.8M +$5.25M +74,866 +99%
CIA
50
Concurrent Investment Advisors
Florida
$10.4M +$5.36M +76,470 +112%