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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
151
HMV Wealth Advisors
Louisiana
$395K – – –
AF
152
Advisornet Financial
Minnesota
$387K +$27.3K +420 +7%
Comerica Bank
153
Comerica Bank
Texas
$385K +$13.2K +203 +3%
Concurrent Investment Advisors
154
Concurrent Investment Advisors
Florida
$355K +$52.5K +809 +17%
NL
155
NWAM LLC
Washington
$341K -$99.1K -1,527 -22%
SWM
156
SeaCrest Wealth Management
New York
$335K +$30.4K +468 +10%
HIA
157
Harbor Investment Advisory
Maryland
$331K +$69.5K +1,070 +26%
Oppenheimer & Co
158
Oppenheimer & Co
New York
$328K +$336K +5,169 New
AFG
159
Albion Financial Group
Utah
$308K +$227K +3,500 +259%
IAA
160
Independence Asset Advisors
Pennsylvania
$299K +$305K +4,699 New
MA
161
MBA Advisors
Pennsylvania
$296K +$302K +4,657 New
WIM
162
Westside Investment Management
California
$294K +$40.6K +626 +16%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$288K +$240K +3,694 +440%
SFC
164
Strategic Financial Concepts
Texas
$282K +$34.5K +532 +14%
LC
165
Landaas & Company
Wisconsin
$278K +$77.9K +1,200 +38%
OHWP
166
Oak Harbor Wealth Partners
North Carolina
$254K +$15.1K +233 +6%
Prospera Financial Services
167
Prospera Financial Services
Texas
$226K +$231K +3,560 New
CAWM
168
Capital Advisors Wealth Management
Washington
$218K -$6.1K -94 -3%
PTC
169
Private Trust Company
Ohio
$215K +$4.22K +65 +2%
CFS
170
CRA Financial Services
New Jersey
$212K +$6.88K +106 +3%
IHT Wealth Management
171
IHT Wealth Management
Illinois
$211K -$69.4K -1,069 -24%
SWRP
172
Summit Wealth & Retirement Planning
California
$202K +$206K +3,178 New
Geneos Wealth Management
173
Geneos Wealth Management
Colorado
$187K +$23K +355 +14%
FNWM
174
Financial Network Wealth Management
Utah
$181K +$186K +2,861 New
AE Wealth Management
175
AE Wealth Management
Kansas
$178K – – –