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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCIC
101
Kuhn & Co Investment Counsel
Illinois
$906K +$49.5K +755 +6%
NCM
102
Northwest Capital Management
Oregon
$894K
HWMO
103
Heritage Wealth Management (Ohio)
Ohio
$838K +$867K +13,233 New
SPI
104
Sutton Place Investors
New York
$825K +$82.8K +1,263 +11%
GLA
105
Good Life Advisors
Pennsylvania
$718K +$318K +4,846 +75%
GIA
106
Gladstone Institutional Advisory
Florida
$707K +$482K +7,358 +193%
KF
107
Krilogy Financial
Missouri
$677K -$7.08K -108 -1%
IA
108
IFP Advisors
Florida
$658K +$38K +580 +6%
BRWA
109
B. Riley Wealth Advisors
Florida
$653K +$324K +4,939 +92%
CA
110
Clearstead Advisors
Ohio
$638K +$659K +10,054 +50,270%
SNWA
111
Siligmueller & Norvid Wealth Advisors
Illinois
$633K +$655K +10,000 New
OIA
112
OneDigital Investment Advisors
Kansas
$591K +$2.36K +36 +0.4%
CPA
113
Clear Point Advisors
New York
$579K -$38.7K -591 -6%
LI
114
LRI Investments
Florida
$570K +$590K +9,000 New
GM
115
GeoWealth Management
Illinois
$567K -$20.3K -310 -3%
TWP
116
Triad Wealth Partners
Kansas
$536K +$555K +8,466 New
GWM
117
Greenwich Wealth Management
Connecticut
$532K +$551K +8,408 New
OWP
118
Obermeyer Wealth Partners
Colorado
$530K
GWSG
119
GPS Wealth Strategies Group
Colorado
$526K +$2.16K +33 +0.4%
FFA
120
Farther Finance Advisors
California
$521K -$99.8K -1,522 -16%
MEAC
121
M.E. Allison & Co
Texas
$515K +$534K +8,141 New
FCG
122
Financial Connections Group
California
$511K -$1.05K -16 -0.2%
CSPIA
123
Cary Street Partners Investment Advisory
Virginia
$510K +$528K +8,061 New
NL
124
NVWM LLC
Pennsylvania
$507K
ACGA
125
Atlanta Consulting Group Advisors
Georgia
$507K