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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RT
76
Rockland Trust
Massachusetts
$693K -$85.5K -1,365 -11%
NA
77
NewEdge Advisors
Louisiana
$671K -$48K -767 -6%
LPT
78
Legacy Private Trust
Wisconsin
$626K +$649K +10,354 New
IA
79
IFG Advisory
Georgia
$620K +$642K +10,246 New
SWM
80
SFG Wealth Management
Maryland
$614K +$128K +2,045 +25%
BA
81
Bluesphere Advisors
Pennsylvania
$608K +$170K +2,711 +37%
Creative Planning
82
Creative Planning
Kansas
$567K -$34K -543 -5%
AWA
83
Arete Wealth Advisors
Illinois
$565K +$177K +2,833 +44%
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$551K -$20.8K -332 -4%
QC
85
Quadrature Capital
United Kingdom
$549K +$569K +9,085 New
MA
86
Modus Advisors
Minnesota
$531K +$342K +5,464 +165%
WWM
87
Western Wealth Management
Colorado
$523K +$542K +8,646 New
ODG
88
O'Dell Group
Ohio
$465K +$4.51K +72 +0.9%
KPWS
89
Kestra Private Wealth Services
Texas
$454K -$6.14K -98 -1%
HighTower Advisors
90
HighTower Advisors
Illinois
$447K +$463K +7,393 New
PFG
91
PAX Financial Group
Texas
$431K -$15.7K -251 -3%
MML Investors Services
92
MML Investors Services
Massachusetts
$421K +$76.7K +1,225 +21%
CWM
93
Cornerstone Wealth Management
Missouri
$414K +$99.3K +1,585 +30%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$414K -$146K -2,334 -25%
EFG
95
Elios Financial Group
Ohio
$411K +$1.63K +26 +0.4%
AAS
96
Ameritas Advisory Services
Nebraska
$349K -$754K -12,038 -68%
PTC
97
Private Trust Company
Ohio
$337K -$54.9K -876 -14%
ASN
98
Advisory Services Network
Georgia
$337K +$349K +5,578 New
MWA
99
MN Wealth Advisors
Kansas
$336K +$7.14K +114 +2%
SFC
100
Strategic Financial Concepts
Texas
$336K +$348K +5,556 New