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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
Macco Financial Group
Wisconsin
$10.8M +$2.35M +32,100 +30%
TWM
27
Tradition Wealth Management
Minnesota
$10.5M +$490K +6,679 +5%
Stifel Financial
28
Stifel Financial
Missouri
$9.75M +$1.41M +19,209 +18%
BPFA
29
Barnes Pettey Financial Advisors
Mississippi
$9.71M +$4.96M +67,676 +119%
PAG
30
Private Advisor Group
New Jersey
$9.6M +$1.14M +15,575 +14%
SA
31
Scarborough Advisors
Maryland
$9.31M +$1.59M +21,702 +22%
CFD
32
Creative Financial Designs
Indiana
$9.17M +$1.37M +18,685 +19%
MML Investors Services
33
MML Investors Services
Massachusetts
$9.15M +$1.88M +25,592 +28%
IWC
34
Integrated Wealth Concepts
Massachusetts
$8.59M +$8.07M +110,138 New
CIA
35
Concurrent Investment Advisors
Florida
$8.07M +$767K +10,468 +11%
CFS
36
Commonwealth Financial Services
West Virginia
$7.44M +$6.99M +95,365 New
LPT
37
Legacy Private Trust
Wisconsin
$7.05M -$216K -2,951 -3%
SA
38
Stewardship Advisors
Pennsylvania
$7.01M +$32.2K +439 +0.5%
LWM
39
Lakeridge Wealth Management
Ohio
$6.43M +$52.8K +720 +0.9%
MWM
40
Modern Wealth Management
Kansas
$6.32M +$1.67M +22,794 +39%
ATS
41
Ashton Thomas Securities
New York
$6.15M +$1.83M +25,001 +46%
PTP
42
Platform Technology Partners
New York
$6.1M +$1.72M +23,482 +43%
PGF
43
Plan Group Financial
Oklahoma
$6.04M +$1.21M +16,545 +27%
KWM
44
Kingsview Wealth Management
Oregon
$5.68M +$1.88M +25,603 +54%
AFG
45
Allegheny Financial Group
Pennsylvania
$5.65M +$1.84M +25,073 +53%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$5.04M +$2.84M +38,724 +150%
DWP
47
Destiny Wealth Partners
Florida
$4.79M -$239K -3,259 -5%
FZCM
48
Flynn Zito Capital Management
New York
$4.42M -$2.17M -29,552 -34%
ALA
49
Atlas Legacy Advisors
California
$4.27M +$132K +1,804 +3%
AT
50
American Trust
Kentucky
$4.19M -$286K -3,905 -7%