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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
ARQ Wealth Advisors
Arizona
$14.4M +$2.01M +26,223 +17%
CIA
52
Concurrent Investment Advisors
Florida
$14.1M +$850K +11,112 +7%
BWM
53
BCGM Wealth Management
Indiana
$13.9M -$2.6M -33,989 -16%
NA
54
NewEdge Advisors
Louisiana
$13.1M +$761K +9,954 +6%
KW
55
Keyvantage Wealth
Pennsylvania
$12.5M +$876K +11,452 +8%
ETC
56
Exchange Traded Concepts
Oklahoma
$12.4M +$873K +11,419 +8%
UBS AM
57
UBS AM
Illinois
$11.3M
RCAG
58
Rehmann Capital Advisory Group
Michigan
$11.2M +$1.17M +15,312 +12%
CAL
59
Capital Analysts LLC
Pennsylvania
$10.4M +$577K +7,544 +6%
GWM
60
Geneos Wealth Management
Colorado
$10.3M +$155K +2,021 +2%
BEI
61
Benjamin Edwards Inc
Missouri
$9.51M +$185K +2,422 +2%
MML Investors Services
62
MML Investors Services
Massachusetts
$9.48M +$321K +4,192 +4%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$9.41M +$690K +9,029 +8%
RWS
64
Resolute Wealth Strategies
Mississippi
$9.26M +$341K +4,454 +4%
MWA
65
MN Wealth Advisors
Kansas
$8.27M -$1.17M -15,262 -13%
MYIA
66
Mount Yale Investment Advisors
Colorado
$7.9M -$30.3M -396,214 -80%
CWP
67
Cyndeo Wealth Partners
Florida
$7.4M +$722K +9,436 +11%
SWP
68
SIMA Wealth Partners
Virginia
$7.37M -$147K -1,916 -2%
Marshall Wace
69
Marshall Wace
United Kingdom
$6.69M +$6.44M +84,252 New
PWM
70
Perigon Wealth Management
California
$6.53M +$201K +2,631 +3%
TWP
71
Triad Wealth Partners
Kansas
$6.02M +$259K +3,382 +5%
SCM
72
SummitPoint Capital Management
Colorado
$5.87M +$985K +12,884 +21%
GAM
73
Gemmer Asset Management
California
$5.75M -$85.6K -1,119 -2%
HighTower Advisors
74
HighTower Advisors
Illinois
$5.72M +$70.1K +917 +1%
HI
75
Harbour Investments
Wisconsin
$5.72M +$379K +4,958 +7%