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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
51
Lake Street Private Wealth
Illinois
$615K +$144K +2,705 +29%
LGWM
52
Litman Gregory Wealth Management
California
$605K – – –
Cetera Advisor Networks
53
Cetera Advisor Networks
California
$569K +$171K +3,212 +41%
WF
54
Wayfinding Financial
Washington
$537K +$67.5K +1,265 +14%
MML Investors Services
55
MML Investors Services
Massachusetts
$461K +$8.59K +161 +2%
AG
56
Ascent Group
Virginia
$451K +$477K +8,944 New
Global Retirement Partners
57
Global Retirement Partners
California
$415K -$11.4K -213 -3%
SFS
58
Security Financial Services
Indiana
$386K +$44.2K +829 +12%
Farther Finance Advisors
59
Farther Finance Advisors
California
$378K +$20.2K +379 +5%
Davenport & Co
60
Davenport & Co
Virginia
$350K +$95.5K +1,789 +35%
SOS
61
Silver Oak Securities
Tennessee
$348K +$26.5K +497 +8%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$315K +$6.46K +121 +2%
TFS
63
Thoroughbred Financial Services
Tennessee
$302K +$103K +1,939 +49%
GWSG
64
GPS Wealth Strategies Group
Colorado
$300K +$158K +2,962 +102%
Kingsview Wealth Management
65
Kingsview Wealth Management
Oregon
$298K +$310K +5,813 New
TCA
66
Transcend Capital Advisors
New Jersey
$277K +$288K +5,402 New
Stratos Wealth Partners
67
Stratos Wealth Partners
Ohio
$276K +$71.5K +1,340 +33%
Private Advisor Group
68
Private Advisor Group
New Jersey
$265K +$276K +5,179 New
GIA
69
Gladstone Institutional Advisory
Florida
$264K +$275K +5,155 New
SPI
70
Sutton Place Investors
New York
$256K +$22.4K +420 +9%
NL
71
NWAM LLC
Washington
$248K +$258K +4,836 New
JWCA
72
J.W. Cole Advisors
Florida
$242K +$22K +412 +10%
Stephens Inc
73
Stephens Inc
Arkansas
$240K +$250K +4,685 New
TSWM
74
Triangle Securities Wealth Management
North Carolina
$229K +$238K +4,462 New
TSWM
75
Tyler-Stone Wealth Management
Ohio
$221K +$158K +2,956 +218%