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JPMorgan Active Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
176
Envestnet Portfolio Solutions
Illinois
$965K -$685K -7,673 -43%
VA
177
Valmark Advisers
Ohio
$942K +$83.3K +934 +10%
IFG
178
Independent Financial Group
California
$909K -$1.48M -16,569 -63%
SA
179
Sovran Advisors
California
$904K +$26.7K +299 +3%
BWMG
180
Barnes Wealth Management Group
California
$901K -$39.1K -438 -4%
SPIA
181
Steward Partners Investment Advisory
New York
$899K +$73.2K +820 +9%
YIA
182
YHB Investment Advisors
Connecticut
$898K +$473K +5,297 +124%
CSPIA
183
Cary Street Partners Investment Advisory
Virginia
$893K -$65.9K -738 -7%
OHWP
184
Oak Harbor Wealth Partners
North Carolina
$878K
HNWAG
185
High Net Worth Advisory Group
Florida
$825K +$71K +796 +10%
VA
186
VestGen Advisors
Illinois
$820K -$18.2K -204 -2%
SF
187
Summit Financial
New Jersey
$794K +$756K +8,472 New
TPWA
188
Twin Peaks Wealth Advisors
California
$772K -$63.2K -708 -8%
CWS
189
Confluence Wealth Services
Pennsylvania
$745K -$1.78K -20 -0.3%
AWM
190
Apollon Wealth Management
South Carolina
$738K
IP
191
Ignite Planners
California
$735K +$17.7K +198 +3%
LWM
192
Lakeridge Wealth Management
Ohio
$711K +$13.7K +153 +2%
KF
193
Krilogy Financial
Missouri
$698K +$656K +7,354 New
GWP
194
Gateway Wealth Partners
Wisconsin
$687K -$97K -1,087 -13%
FWP
195
Firethorn Wealth Partners
Georgia
$659K +$19.2K +215 +3%
AF
196
Advisornet Financial
Minnesota
$644K +$13.7K +153 +2%
OBWG
197
Onyx Bridge Wealth Group
New York
$632K +$602K +6,742 New
ASN
198
Advisory Services Network
Georgia
$620K +$158K +1,774 +37%
PTP
199
Platform Technology Partners
New York
$609K
WAP
200
Wealthcare Advisory Partners
Pennsylvania
$606K -$3.08M -34,490 -84%