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JPMorgan Active Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWMG
151
Barnes Wealth Management Group
California
$735K +$182K +2,267 +29%
AAS
152
Ameritas Advisory Services
Nebraska
$699K +$68.3K +850 +10%
VA
153
VestGen Advisors
Illinois
$698K +$761K +9,464 New
CAS
154
Coppell Advisory Solutions
Texas
$633K +$992K +12,334 New
OHWP
155
Oak Harbor Wealth Partners
North Carolina
$632K +$351K +4,361 +104%
UWM
156
USAdvisors Wealth Management
Minnesota
$631K -$20.7K -257 -3%
TPWA
157
Twin Peaks Wealth Advisors
California
$629K +$408K +5,073 +138%
FFA
158
Farther Finance Advisors
California
$601K +$402K +4,996 +161%
HNWAG
159
High Net Worth Advisory Group
Florida
$593K +$213K +2,650 +49%
AWM
160
Apollon Wealth Management
South Carolina
$581K – – –
TVM
161
True Vision MN
Minnesota
$576K -$4.1K -51 -0.6%
SPIA
162
Steward Partners Investment Advisory
New York
$573K +$82.5K +1,026 +15%
SA
163
Sovran Advisors
California
$566K +$649K +8,072 New
GWP
164
Gateway Wealth Partners
Wisconsin
$558K +$200K +2,489 +49%
CWS
165
Confluence Wealth Services
Pennsylvania
$547K -$7.8K -97 -1%
LWM
166
Lakeridge Wealth Management
Ohio
$528K +$266K +3,308 +86%
IP
167
Ignite Planners
California
$527K +$276K +3,437 +98%
NWWA
168
New Wave Wealth Advisors
Arkansas
$511K +$66.9K +832 +14%
D.E. Shaw & Co
169
D.E. Shaw & Co
New York
$504K +$549K +6,827 New
GWM
170
Greenwich Wealth Management
Connecticut
$481K +$525K +6,525 New
PTP
171
Platform Technology Partners
New York
$480K +$523K +6,500 New
HWA
172
Heritage Wealth Architects
Minnesota
$459K +$500K +6,219 New
HI
173
Harbour Investments
Wisconsin
$450K -$783K -9,735 -61%
MQWP
174
Morey & Quinn Wealth Partners
Nebraska
$445K +$485K +6,035 New
WS
175
Wedbush Securities
California
$422K -$25.4K -316 -5%