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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MEAC
151
M.E. Allison & Co
Texas
$743K
RCAG
152
Rehmann Capital Advisory Group
Michigan
$722K +$706K +10,066 New
OBWA
153
Oak Barrel Wealth Advisory
Virginia
$719K +$703K +10,027 New
IAA
154
Independence Asset Advisors
Pennsylvania
$710K +$307K +4,371 +79%
LGWM
155
Litman Gregory Wealth Management
California
$705K -$61.9K -883 -8%
VAM
156
Verity Asset Management
North Carolina
$703K +$41.3K +589 +6%
MA
157
Mutual Advisors
Nebraska
$699K -$16.2K -231 -2%
OIA
158
OneDigital Investment Advisors
Kansas
$679K +$2.74K +39 +0.4%
MA
159
MONECO Advisors
Connecticut
$667K +$10K +143 +2%
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$642K +$62K +884 +11%
SEIA
161
Signature Estate & Investment Advisors
California
$623K -$6.38K -91 -1%
MFG
162
Merit Financial Group
Georgia
$610K +$32.8K +467 +6%
OWP
163
Obermeyer Wealth Partners
Colorado
$600K
NL
164
NVWM LLC
Pennsylvania
$574K
JWCA
165
J.W. Cole Advisors
Florida
$556K +$18.7K +266 +4%
FWP
166
Firethorn Wealth Partners
Georgia
$547K -$15.7K -224 -3%
CPA
167
Clear Point Advisors
New York
$538K -$89.2K -1,272 -15%
GWSA
168
Global Wealth Strategies & Associates
Colorado
$536K -$91.1K -1,298 -15%
FCG
169
Financial Connections Group
California
$527K
AF
170
Advisornet Financial
Minnesota
$509K +$8.63K +123 +2%
TCWM
171
Total Clarity Wealth Management
Illinois
$505K +$494K +7,044 New
FFA
172
Farther Finance Advisors
California
$498K -$84.3K -1,201 -15%
HIA
173
Harbor Investment Advisory
Maryland
$468K +$50.2K +715 +12%
SI
174
Stephens Inc
Arkansas
$468K +$18.2K +260 +4%
SWP
175
Stratos Wealth Partners
Ohio
$451K -$21K -300 -5%