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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
26
Bond & Devick Financial Network
Minnesota
$11.7M -$201K -2,955 -2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$11.7M -$2.04M -29,935 -15%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$9.31M +$145K +2,136 +2%
TWM
29
Tradition Wealth Management
Minnesota
$8.55M +$645K +9,473 +8%
CD
30
Capital Developers
North Carolina
$7.47M +$23.3K +342 +0.3%
PAG
31
Private Advisor Group
New Jersey
$7.18M +$177K +2,604 +2%
MFG
32
Macco Financial Group
Wisconsin
$7.14M -$1.59M -23,407 -18%
Stifel Financial
33
Stifel Financial
Missouri
$7.06M +$589K +8,654 +9%
KAS
34
Kestra Advisory Services
Texas
$6.78M +$166K +2,434 +2%
SA
35
Scarborough Advisors
Maryland
$6.68M +$30.9K +454 +0.5%
CFD
36
Creative Financial Designs
Indiana
$6.6M +$35.9K +527 +0.5%
LPT
37
Legacy Private Trust
Wisconsin
$6.23M +$115K +1,692 +2%
CIA
38
Concurrent Investment Advisors
Florida
$6.21M +$3.1M +45,550 +96%
MML Investors Services
39
MML Investors Services
Massachusetts
$6.12M +$1.76M +25,895 +39%
SA
40
Stewardship Advisors
Pennsylvania
$5.97M -$1.14M -16,741 -16%
FZCM
41
Flynn Zito Capital Management
New York
$5.76M -$3.05M -44,741 -34%
LWM
42
Lakeridge Wealth Management
Ohio
$5.45M +$38.7K +569 +0.7%
DWP
43
Destiny Wealth Partners
Florida
$4.41M -$124K -1,819 -3%
PGF
44
Plan Group Financial
Oklahoma
$4.06M +$2.01M +29,590 +95%
MWM
45
Modern Wealth Management
Kansas
$3.92M +$2.18M +32,065 +123%
AT
46
American Trust
Kentucky
$3.85M -$182K -2,671 -4%
BPFA
47
Barnes Pettey Financial Advisors
Mississippi
$3.79M +$2.57M +37,759 +199%
SWM
48
Schwallier Wealth Management
Michigan
$3.74M -$215K -3,159 -5%
PTP
49
Platform Technology Partners
New York
$3.65M +$3.73M +54,707 New
ATS
50
Ashton Thomas Securities
New York
$3.6M +$130K +1,905 +4%