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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Avaii Wealth Management
Wisconsin
$407K -$391K -6,262 -50%
SWM
177
SeaCrest Wealth Management
New York
$404K +$56.8K +909 +17%
HIA
178
Harbor Investment Advisory
Maryland
$381K +$37.8K +605 +12%
VWA
179
Visionary Wealth Advisors
Illinois
$375K -$201K -3,225 -36%
Comerica Bank
180
Comerica Bank
Texas
$372K -$24.5K -392 -6%
BAWC
181
Boyce & Associates Wealth Consulting
Texas
$336K +$320K +5,122 New
OHWP
182
Oak Harbor Wealth Partners
North Carolina
$334K +$69.4K +1,111 +28%
FTUS
183
Flow Traders U.S.
New York
$324K +$309K +4,950 New
AFG
184
Albion Financial Group
Utah
$318K
FPB
185
First PREMIER Bank
South Dakota
$309K +$295K +4,718 New
PFS
186
Prospera Financial Services
Texas
$307K +$70.1K +1,122 +32%
WIM
187
Westside Investment Management
California
$307K
MA
188
MBA Advisors
Pennsylvania
$299K -$5.68K -91 -2%
NL
189
NWAM LLC
Washington
$298K -$51.7K -828 -15%
AWM
190
Axxcess Wealth Management
California
$284K +$270K +4,332 New
Creative Planning
191
Creative Planning
Kansas
$269K +$257K +4,113 New
CFS
192
CRA Financial Services
New Jersey
$266K +$45.3K +725 +22%
Renaissance Technologies
193
Renaissance Technologies
New York
$249K +$237K +3,800 New
GWM
194
Geneos Wealth Management
Colorado
$233K +$38.3K +614 +21%
CAWM
195
Capital Advisors Wealth Management
Washington
$222K -$2.37K -38 -1%
SWRP
196
Summit Wealth & Retirement Planning
California
$208K
AWM
197
Apollon Wealth Management
South Carolina
$203K +$194K +3,100 New
AWM
198
AE Wealth Management
Kansas
$184K
SPIA
199
Steward Partners Investment Advisory
New York
$177K -$4.81K -77 -3%
US Bancorp
200
US Bancorp
Minnesota
$151K +$144K +2,311 New