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JPMorgan Active Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
201
NVWM LLC
Pennsylvania
$295K +$80.4K +1,000 +33%
Western Wealth Management
202
Western Wealth Management
Colorado
$292K +$31.2K +388 +11%
EverSource Wealth Advisors
203
EverSource Wealth Advisors
Alabama
$290K +$316K +3,929 New
HWA
204
HMV Wealth Advisors
Louisiana
$289K – – –
WFAG
205
Worth Financial Advisory Group
North Carolina
$282K -$15.6K -194 -5%
Morgan Stanley
206
Morgan Stanley
New York
$282K +$149K +1,857 +94%
Davenport & Co
207
Davenport & Co
Virginia
$281K +$306K +3,805 New
Wealthspire Advisors (New York)
208
Wealthspire Advisors (New York)
New York
$277K +$302K +3,753 New
WIM
209
Westside Investment Management
California
$269K – – –
TC
210
TownSquare Capital
Utah
$253K +$276K +3,435 New
FFA
211
Founders Financial Alliance
North Carolina
$237K -$27.3K -340 -10%
Creative Planning
212
Creative Planning
Kansas
$234K -$497K -6,183 -66%
Oppenheimer & Co
213
Oppenheimer & Co
New York
$224K +$244K +3,034 New
Brinker Capital Investments
214
Brinker Capital Investments
Pennsylvania
$223K +$243K +3,018 New
Orion Portfolio Solutions
215
Orion Portfolio Solutions
Nebraska
$223K +$243K +3,018 New
FDW
216
Fourth Dimension Wealth
Ohio
$210K +$84.3K +1,049 +58%
MA
217
MBA Advisors
Pennsylvania
$210K +$229K +2,844 New
SWRP
218
Summit Wealth & Retirement Planning
California
$209K +$17.9K +223 +9%
IAIM
219
International Assets Investment Management
Florida
$207K +$5.39K +67 +2%
TSMHT
220
Thurston Springer Miller Herd & Titak
Indiana
$173K +$160K +1,991 +556%
Citigroup
221
Citigroup
New York
$157K +$171K +2,122 New
Principal Securities
222
Principal Securities
Iowa
$140K – – –
FNWM
223
Financial Network Wealth Management
Utah
$134K +$147K +1,828 New
CA
224
Continuum Advisory
Idaho
$128K +$47.2K +587 +51%
CT
225
Colonial Trust
South Carolina
$105K +$111K +1,375 +3,198%