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JPMorgan Active Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
176
Drive Wealth Management
Utah
$401K +$121K +1,511 +38%
PTC
177
Private Trust Company
Ohio
$399K +$44.8K +557 +11%
GM
178
GeoWealth Management
Illinois
$398K +$83.2K +1,035 +24%
RSWM
179
Robertson Stephens Wealth Management
California
$377K -$51.5K -640 -11%
PPC
180
Park Place Capital
Alabama
$377K
FWP
181
Firethorn Wealth Partners
Georgia
$376K +$76.8K +955 +23%
EFS
182
Essex Financial Services
Connecticut
$376K
HWMO
183
Heritage Wealth Management (Ohio)
Ohio
$367K +$400K +4,974 New
ASN
184
Advisory Services Network
Georgia
$359K +$118K +1,467 +43%
KCIC
185
Kuhn & Co Investment Counsel
Illinois
$355K -$49.4K -614 -11%
NL
186
NWAM LLC
Washington
$354K +$44.5K +553 +13%
Comerica Bank
187
Comerica Bank
Texas
$351K +$171K +2,127 +81%
GIA
188
Gladstone Institutional Advisory
Florida
$344K +$74K +920 +25%
SOS
189
Silver Oak Securities
Tennessee
$343K +$122K +1,514 +48%
IF
190
Intrua Financial
Texas
$330K +$360K +4,478 New
SF
191
Synovus Financial
Georgia
$328K +$357K +4,446 New
FA
192
Fagan Associates
New York
$328K +$38.8K +482 +12%
CFG
193
Cooper Financial Group
California
$321K +$350K +4,349 New
AF
194
Advisornet Financial
Minnesota
$317K +$43.3K +538 +14%
MIM
195
Marshall Investment Management
Colorado
$312K +$340K +4,234 New
NA
196
Nautilus Advisors
California
$309K -$36.9K -459 -10%
Corient Private Wealth
197
Corient Private Wealth
Florida
$304K +$331K +4,117 New
WIA
198
World Investment Advisors
California
$303K -$3.22K -40 -1%
YIA
199
YHB Investment Advisors
Connecticut
$303K +$71.1K +884 +27%
NL
200
NVWM LLC
Pennsylvania
$295K +$80.4K +1,000 +33%