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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
WBH Advisory
Maryland
$2.07M +$25.1K +342 +1%
RA
77
Ruggaard & Associates
Ohio
$2.07M -$57.5K -784 -3%
NA
78
NewEdge Advisors
Louisiana
$2.06M +$348K +4,751 +22%
MAM
79
McLaughlin Asset Management
Illinois
$2.04M +$9.82K +134 +0.5%
WMA
80
West Michigan Advisors
Michigan
$1.93M +$99.8K +1,362 +6%
FF
81
Fortitude Financial
Washington
$1.87M -$3.37K -46 -0.2%
AWA
82
Arete Wealth Advisors
Illinois
$1.87M +$62K +846 +4%
MFG
83
Merit Financial Group
Georgia
$1.86M -$27.8K -379 -2%
SL
84
Sentinus LLC
Illinois
$1.56M -$31.2K -425 -2%
CAWM
85
Capital Advisors Wealth Management
Washington
$1.55M -$30.6K -418 -2%
BEI
86
Benjamin Edwards Inc
Missouri
$1.47M -$1.03K -14 -0.1%
OHWP
87
Oak Harbor Wealth Partners
North Carolina
$1.41M -$3.88K -53 -0.3%
MOS
88
MGO One Seven
Ohio
$1.33M +$101K +1,383 +9%
KFAS
89
Keating Financial Advisory Services
Kansas
$1.26M +$524K +7,142 +79%
GRP
90
Global Retirement Partners
California
$1.2M +$1.13M +15,442 New
IAA
91
Independent Advisor Alliance
North Carolina
$1.2M -$19.6M -267,715 -95%
PFG
92
PAX Financial Group
Texas
$1.11M +$57K +777 +6%
UAG
93
United Advisor Group
Ohio
$1.04M -$21.8K -297 -2%
GSIAS
94
Garden State Investment Advisory Services
New Jersey
$981K +$624K +8,514 +210%
SWP
95
Summit Wealth Partners
Florida
$895K -$3.96K -54 -0.5%
WWM
96
Western Wealth Management
Colorado
$888K -$10.8K -148 -1%
RT
97
Rockland Trust
Massachusetts
$844K +$122K +1,662 +18%
HAP
98
Harbor Asset Planning
Massachusetts
$781K +$17K +232 +2%
MFG
99
MTM Financial Group
Pennsylvania
$757K +$113K +1,542 +19%
HWMO
100
Heritage Wealth Management (Ohio)
Ohio
$739K +$33.4K +455 +5%