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JPMorgan Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
176
Strategic Financial Concepts
Texas
$450K +$440K +6,271 New
SWM
177
SeaCrest Wealth Management
New York
$440K -$6.95K -99 -2%
AWM
178
Atticus Wealth Management
Florida
$439K -$58.4K -833 -12%
IA
179
Integrity Alliance
Iowa
$424K +$414K +5,908 New
TFS
180
Thoroughbred Financial Services
Tennessee
$423K -$87.7K -1,250 -17%
PA
181
Procyon Advisors
Connecticut
$423K +$413K +5,894 New
SPIA
182
Steward Partners Investment Advisory
New York
$418K +$191K +2,720 +87%
WP
183
WealthPLAN Partners
Nebraska
$416K +$407K +5,801 New
IFG
184
Independent Financial Group
California
$408K +$399K +5,692 New
AWM
185
Avaii Wealth Management
Wisconsin
$405K -$25.3K -361 -6%
GWP
186
Gateway Wealth Partners
Wisconsin
$400K +$42.9K +612 +12%
GM
187
GeoWealth Management
Illinois
$399K -$15.6K -223 -4%
Comerica Bank
188
Comerica Bank
Texas
$381K -$25.5K -364 -6%
Creative Planning
189
Creative Planning
Kansas
$381K -$9.82K -140 -3%
VWA
190
Visionary Wealth Advisors
Illinois
$365K
AFG
191
Albion Financial Group
Utah
$348K
OHWP
192
Oak Harbor Wealth Partners
North Carolina
$345K +$20.3K +289 +6%
PGF
193
Plan Group Financial
Oklahoma
$341K +$92.3K +1,316 +38%
FPB
194
First PREMIER Bank
South Dakota
$338K
WIM
195
Westside Investment Management
California
$336K
Truist Financial
196
Truist Financial
North Carolina
$322K +$315K +4,484 New
AWM
197
Axxcess Wealth Management
California
$311K
IWC
198
Integrated Wealth Concepts
Massachusetts
$308K -$17.6M -251,549 -98%
AWAP
199
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$305K -$255K -3,640 -46%
AWM
200
AE Wealth Management
Kansas
$303K +$65K +926 +28%