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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Summit Wealth Partners
Florida
$761K +$11.7K +189 +2%
WTFG
77
Wells Trecaso Financial Group
Ohio
$715K -$913K -14,786 -57%
WWM
78
Western Wealth Management
Colorado
$678K +$9.76K +158 +2%
RT
79
Rockland Trust
Massachusetts
$587K -$29.3K -475 -5%
HF
80
HRT Financial
New York
$586K +$571K +9,249 New
PFG
81
PAX Financial Group
Texas
$569K +$14.3K +231 +3%
AWA
82
Arete Wealth Advisors
Illinois
$563K -$247 -4 -0%
HAP
83
Harbor Asset Planning
Massachusetts
$555K
NA
84
NewEdge Advisors
Louisiana
$535K +$36.6K +592 +8%
TRCT
85
Tower Research Capital (TRC)
New York
$512K -$1.09M -17,655 -69%
Citadel Advisors
86
Citadel Advisors
Florida
$511K -$3.77M -61,047 -88%
MOS
87
MGO One Seven
Ohio
$507K -$5.56K -90 -1%
KPWS
88
Kestra Private Wealth Services
Texas
$473K -$657K -10,643 -59%
TWP
89
Triad Wealth Partners
Kansas
$468K +$67.6K +1,095 +17%
HWMO
90
Heritage Wealth Management (Ohio)
Ohio
$440K +$85.1K +1,377 +25%
AWM
91
Avaii Wealth Management
Wisconsin
$434K -$26.7K -433 -6%
CWM
92
Cornerstone Wealth Management
Missouri
$431K +$51.6K +835 +14%
KF
93
Krilogy Financial
Missouri
$407K +$397K +6,424 New
CAM
94
Cozad Asset Management
Illinois
$396K -$123K -1,984 -24%
HighTower Advisors
95
HighTower Advisors
Illinois
$391K +$2.84K +46 +0.8%
WIA
96
World Investment Advisors
California
$354K +$4.32K +70 +1%
ASN
97
Advisory Services Network
Georgia
$349K +$36.4K +589 +12%
PWM
98
Prosperity Wealth Management
California
$349K -$2.6K -42 -0.8%
UAG
99
United Advisor Group
Ohio
$327K +$319K +5,157 New
Creative Planning
100
Creative Planning
Kansas
$326K -$111K -1,792 -26%