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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
126
Thurston Springer Miller Herd & Titak
Indiana
$1.61M +$494K +6,463 +47%
BAM
127
Belpointe Asset Management
Nevada
$1.6M +$200K +2,621 +15%
CW
128
CreativeOne Wealth
Kansas
$1.56M -$548K -7,170 -27%
MWM
129
Mascagni Wealth Management
Mississippi
$1.54M -$32.7K -427 -2%
IA
130
IFG Advisory
Georgia
$1.48M +$1.42M +18,578 New
ASN
131
Advisory Services Network
Georgia
$1.47M +$145K +1,899 +11%
SMAM
132
Sugar Maple Asset Management
Wisconsin
$1.44M +$28.1K +368 +2%
CCFM
133
Clear Creek Financial Management
Washington
$1.36M +$39.5K +517 +3%
TPWA
134
Twin Peaks Wealth Advisors
California
$1.32M -$48K -628 -4%
MFG
135
Merit Financial Group
Georgia
$1.28M -$411K -5,374 -25%
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$1.28M -$136K -1,776 -10%
CWWM
137
Curry Webb Wealth Management
Indiana
$1.27M -$394K -5,156 -24%
BFA
138
Beaumont Financial Advisors
Massachusetts
$1.2M -$50.3K -658 -4%
PFT
139
Providence First Trust
Arizona
$1.16M +$1.11M +14,562 New
FAM
140
Frontier Asset Management
Wyoming
$1.12M +$4.67K +61 +0.4%
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$1.1M -$576K -7,532 -35%
SOS
142
Silver Oak Securities
Tennessee
$1.09M -$62.6K -818 -6%
KF
143
Krilogy Financial
Missouri
$1.08M -$105K -1,373 -9%
PTC
144
Private Trust Company
Ohio
$1.07M +$108K +1,411 +12%
EFS
145
Essex Financial Services
Connecticut
$1.05M +$750K +9,802 +285%
BFA
146
Bill Few Associates
Pennsylvania
$1.04M +$72.4K +947 +8%
SPI
147
Sutton Place Investors
New York
$1.03M +$5.28K +69 +0.5%
Citadel Advisors
148
Citadel Advisors
Florida
$1.01M +$679K +8,882 +231%
WF
149
Wayfinding Financial
Washington
$993K -$375K -4,905 -28%
SL
150
Sentinus LLC
Illinois
$961K – – –