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JPMorgan Active Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
176
GPS Wealth Strategies Group
Colorado
$404K -$1.21K -15 -0.3%
DWM
177
Drive Wealth Management
Utah
$401K +$121K +1,511 +38%
PTC
178
Private Trust Company
Ohio
$399K +$44.8K +557 +11%
GM
179
GeoWealth Management
Illinois
$398K +$83.2K +1,035 +24%
Robertson Stephens Wealth Management
180
Robertson Stephens Wealth Management
California
$377K -$51.5K -640 -11%
PPC
181
Park Place Capital
Alabama
$377K – – –
FWP
182
Firethorn Wealth Partners
Georgia
$376K +$76.8K +955 +23%
EFS
183
Essex Financial Services
Connecticut
$376K – – –
HWMO
184
Heritage Wealth Management (Ohio)
Ohio
$367K +$400K +4,974 New
Advisory Services Network
185
Advisory Services Network
Georgia
$359K +$118K +1,467 +43%
KCIC
186
Kuhn & Co Investment Counsel
Illinois
$355K -$49.4K -614 -11%
NL
187
NWAM LLC
Washington
$354K +$44.5K +553 +13%
Comerica Bank
188
Comerica Bank
Texas
$351K +$171K +2,127 +81%
GIA
189
Gladstone Institutional Advisory
Florida
$344K +$74K +920 +25%
SOS
190
Silver Oak Securities
Tennessee
$343K +$122K +1,514 +48%
IF
191
Intrua Financial
Texas
$330K +$360K +4,478 New
Synovus Financial
192
Synovus Financial
Georgia
$328K +$357K +4,446 New
FA
193
Fagan Associates
New York
$328K +$38.8K +482 +12%
CFG
194
Cooper Financial Group
California
$321K +$350K +4,349 New
AF
195
Advisornet Financial
Minnesota
$317K +$43.3K +538 +14%
MIM
196
Marshall Investment Management
Colorado
$312K +$340K +4,234 New
NA
197
Nautilus Advisors
California
$309K -$36.9K -459 -10%
Corient Private Wealth
198
Corient Private Wealth
Florida
$304K +$331K +4,117 New
World Investment Advisors
199
World Investment Advisors
California
$303K -$3.22K -40 -1%
YIA
200
YHB Investment Advisors
Connecticut
$303K +$71.1K +884 +27%