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JPMorgan International Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
151
Essex Financial Services
Connecticut
$419K +$182K +2,000 +78%
EWM
152
Echo Wealth Management
Minnesota
$412K +$191K +2,098 +88%
EWM
153
Elevation Wealth Management
Minnesota
$393K +$83.6K +917 +27%
GVAG
154
Great Valley Advisor Group
Delaware
$391K +$69K +757 +22%
RWIA
155
Roger Wittlin Investment Advisory
California
$391K – – –
PTC
156
Private Trust Company
Ohio
$391K +$83.5K +916 +27%
MMCM
157
Murphy & Mullick Capital Management
New York
$389K +$22.8K +250 +6%
Brown Advisory
158
Brown Advisory
Maryland
$375K – – –
CPA
159
Clear Point Advisors
New York
$375K +$371K +4,074 New
GRP
160
Global Retirement Partners
California
$356K +$353K +3,871 New
RWA
161
Redhawk Wealth Advisors
Minnesota
$331K +$328K +3,600 New
TCM
162
Traynor Capital Management
Pennsylvania
$318K +$25.5K +280 +9%
3IP
163
3Chopt Investment Partners
Virginia
$317K +$56.8K +623 +22%
GSWM
164
Golden State Wealth Management
California
$298K +$296K +3,242 New
FPGK
165
Financial Partners Group (Kansas)
Kansas
$293K +$290K +3,183 New
IAIM
166
International Assets Investment Management
Florida
$290K +$289K +3,175 New
TPCW
167
TD Private Client Wealth
New York
$285K +$165K +1,809 +141%
SDWIA
168
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$280K +$40.4K +443 +17%
GM
169
GeoWealth Management
Illinois
$274K +$63.6K +698 +31%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$271K +$269K +2,950 New
SWP
171
Stratos Wealth Partners
Ohio
$271K +$269K +2,949 New
EC
172
EdgeRock Capital
Colorado
$250K -$31.5K -345 -11%
XT
173
XTX Topco
Cayman Islands
$242K +$240K +2,634 New
Baird Financial Group
174
Baird Financial Group
Wisconsin
$242K +$240K +2,627 New
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
$239K +$237K +2,598 New