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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
176
Oak Harbor Wealth Partners
North Carolina
$565K +$122K +1,596 +29%
SI
177
Stephens Inc
Arkansas
$526K
HIA
178
Harbor Investment Advisory
Maryland
$523K
JWCA
179
J.W. Cole Advisors
Florida
$521K -$86.6K -1,133 -15%
TFS
180
Thoroughbred Financial Services
Tennessee
$519K
SWP
181
Stratos Wealth Partners
Ohio
$515K +$24.2K +316 +5%
VT
182
Vise Technologies
New York
$504K +$485K +6,345 New
GWSA
183
Global Wealth Strategies & Associates
Colorado
$476K -$153 -2 -0%
EWA
184
Emergent Wealth Advisors
New York
$472K -$3.9K -51 -0.9%
IFG
185
Independent Financial Group
California
$468K
IWM
186
IHT Wealth Management
Illinois
$468K -$22.8K -298 -5%
AWM
187
Avaii Wealth Management
Wisconsin
$459K -$10.3K -135 -2%
GAM
188
Gotham Asset Management
New York
$449K
Truist Financial
189
Truist Financial
North Carolina
$446K +$78K +1,020 +22%
TCWM
190
Total Clarity Wealth Management
Illinois
$442K +$14.8K +194 +4%
FWP
191
Firethorn Wealth Partners
Georgia
$418K -$167K -2,185 -29%
Creative Planning
192
Creative Planning
Kansas
$406K -$841 -11 -0.2%
TI
193
Trexquant Investment
Connecticut
$399K +$385K +5,029 New
VWA
194
Visionary Wealth Advisors
Illinois
$396K -$7.11K -93 -2%
AQR Capital Management
195
AQR Capital Management
Connecticut
$386K
AFG
196
Albion Financial Group
Utah
$385K
FPB
197
First PREMIER Bank
South Dakota
$375K
WIM
198
Westside Investment Management
California
$368K
PGF
199
Plan Group Financial
Oklahoma
$365K -$10.2K -134 -3%
QCM
200
Quantinno Capital Management
New York
$360K +$346K +4,527 New