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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
26
Global Retirement Partners
California
$76.6K +$20.1K +413 +33%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$73K
DAC
28
Dividend Assets Capital
South Carolina
$60K
CFFP
29
Center for Financial Planning
Michigan
$58.7K
ASN
30
Advisory Services Network
Georgia
$37.2K -$45.5K -935 -55%
HGERS
31
Householder Group Estate & Retirement Specialist
Arizona
$32K +$32.5K +668 New
CAL
32
Capital Analysts LLC
Pennsylvania
$19K +$2.39K +49 +14%
PTC
33
Private Trust Company
Ohio
$13.4K
SIS
34
Strategic Investment Solutions
Illinois
$10.4K +$10.5K +216 New
Franklin Resources
35
Franklin Resources
California
$5.51K +$5.6K +115 New
NA
36
NewEdge Advisors
Louisiana
$2.78K +$2.83K +58 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$2.35K
PP
38
PrairieView Partners
Minnesota
$2K
SS
39
Sunbelt Securities
Texas
$1.93K +$2K +41 New
ME
40
McIlrath & Eck
Washington
$719
TCWM
41
Total Clarity Wealth Management
Illinois
-$467K -10,148 Closed
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
-$83.9K -1,823 Closed
GFWA
43
Grey Fox Wealth Advisors
Delaware
-$25.4K -551 Closed
IA
44
IFP Advisors
Florida
-$22K -464 Closed
SC
45
SouthState Corp
Florida
-$6.35K -138 Closed
FCAS
46
First Command Advisory Services
Texas
-$1K -15 Closed