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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
SeaCrest Wealth Management
New York
$593K +$113K +1,481 +25%
AC
177
Apella Capital
Connecticut
$592K – – –
OHWP
178
Oak Harbor Wealth Partners
North Carolina
$565K +$122K +1,596 +29%
SI
179
Stephens Inc
Arkansas
$526K – – –
HIA
180
Harbor Investment Advisory
Maryland
$523K – – –
JWCA
181
J.W. Cole Advisors
Florida
$521K -$86.6K -1,133 -15%
TFS
182
Thoroughbred Financial Services
Tennessee
$519K – – –
SWP
183
Stratos Wealth Partners
Ohio
$515K +$24.2K +316 +5%
VT
184
Vise Technologies
New York
$504K +$485K +6,345 New
GWSA
185
Global Wealth Strategies & Associates
Colorado
$476K -$153 -2 -0%
EWA
186
Emergent Wealth Advisors
New York
$472K -$3.9K -51 -0.9%
IFG
187
Independent Financial Group
California
$468K – – –
IWM
188
IHT Wealth Management
Illinois
$468K -$22.8K -298 -5%
AWM
189
Avaii Wealth Management
Wisconsin
$459K -$10.3K -135 -2%
GAM
190
Gotham Asset Management
New York
$449K – – –
Truist Financial
191
Truist Financial
North Carolina
$446K +$78K +1,020 +22%
TCWM
192
Total Clarity Wealth Management
Illinois
$442K +$14.8K +194 +4%
FWP
193
Firethorn Wealth Partners
Georgia
$418K -$167K -2,185 -29%
Creative Planning
194
Creative Planning
Kansas
$406K -$841 -11 -0.2%
SNBOSD
195
Security National Bank of So Dak
Iowa
$402K +$54.8K +716 +16%
TI
196
Trexquant Investment
Connecticut
$399K +$385K +5,029 New
VWA
197
Visionary Wealth Advisors
Illinois
$396K -$7.11K -93 -2%
AQR Capital Management
198
AQR Capital Management
Connecticut
$386K – – –
AFG
199
Albion Financial Group
Utah
$385K – – –
FPB
200
First PREMIER Bank
South Dakota
$375K – – –