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JPMorgan Active Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
201
HB Wealth Management
Georgia
$828K +$140K +1,574 +19%
BWMG
202
Barnes Wealth Management Group
California
$822K +$58.4K +655 +7%
HNWAG
203
High Net Worth Advisory Group
Florida
$812K +$24.1K +270 +3%
SPIA
204
Steward Partners Investment Advisory
New York
$812K -$310K -3,472 -27%
Lido Advisors
205
Lido Advisors
California
$799K +$535K +6,000 +174%
LWM
206
Lakeridge Wealth Management
Ohio
$764K +$88.9K +997 +12%
CWS
207
Confluence Wealth Services
Pennsylvania
$738K +$94.2K +1,057 +14%
HF
208
HRT Financial
New York
$736K +$777K +8,714 New
CIA
209
Concurrent Investment Advisors
Florida
$725K +$505K +5,666 +195%
PA
210
Procyon Advisors
Connecticut
$716K +$361K +4,050 +92%
AWM
211
Apollon Wealth Management
South Carolina
$672K +$6.78K +76 +1%
WS
212
Wedbush Securities
California
$663K +$114K +1,281 +20%
OC
213
Oppenheimer & Co
New York
$657K +$149K +1,669 +27%
EWP
214
Evergreen Wealth Partners
Montana
$647K +$35.7K +401 +6%
IFG
215
Independent Financial Group
California
$613K -$115K -1,286 -15%
CFG
216
Cooper Financial Group
California
$604K +$35.5K +398 +6%
KF
217
Krilogy Financial
Missouri
$586K -$29K -325 -5%
MFA
218
Mayflower Financial Advisors
Massachusetts
$583K +$615K +6,899 New
BPFA
219
Barnes Pettey Financial Advisors
Mississippi
$583K +$221K +2,477 +56%
OWA
220
Opal Wealth Advisors
New York
$580K +$211K +2,367 +53%
AF
221
Advisornet Financial
Minnesota
$572K -$22.9K -257 -4%
FA
222
Fagan Associates
New York
$569K +$33.4K +375 +6%
FWP
223
Firethorn Wealth Partners
Georgia
$565K -$35.3K -396 -6%
Renaissance Technologies
224
Renaissance Technologies
New York
$549K -$1.19M -13,300 -67%
PTP
225
Platform Technology Partners
New York
$549K