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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Prosperity Wealth Management
California
$328K +$110K +1,838 +46%
WIA
102
World Investment Advisors
California
$313K +$9.21K +154 +3%
PTC
103
Private Trust Company
Ohio
$309K -$3.94K -66 -1%
DAS
104
Dynamic Advisor Solutions
Arizona
$306K +$8.79K +147 +3%
MWM
105
Mascagni Wealth Management
Mississippi
$272K
AC
106
AWM Capital
Arizona
$251K +$268K +4,484 New
CAWM
107
Capital Advisors Wealth Management
Washington
$246K +$263K +4,400 New
BCG
108
Breakwater Capital Group
New Jersey
$246K +$23.3K +389 +10%
VAM
109
Vienna Asset Management
California
$237K -$2.1M -35,051 -89%
AWC
110
Adamsbrown Wealth Consultants
Kansas
$230K +$14.9K +249 +6%
HWMO
111
Heritage Wealth Management (Ohio)
Ohio
$224K +$239K +3,997 New
SP
112
Sequent Planning
Nebraska
$222K +$120 +2 +0.1%
NCM
113
Northwest Capital Management
Oregon
$220K
NA
114
Nestegg Advisors
New York
$217K
ASN
115
Advisory Services Network
Georgia
$203K -$117K -1,958 -35%
Morgan Stanley
116
Morgan Stanley
New York
$140K
GJIA
117
Glass Jacobson Investment Advisors
Maryland
$127K
Comerica Bank
118
Comerica Bank
Texas
$123K +$33.2K +555 +34%
AG
119
AmeriFlex Group
Nevada
$118K +$60.3K +1,008 +92%
HBW
120
Hazlett, Burt & Watson
West Virginia
$105K +$4.48K +75 +4%
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$75.3K
CFFP
122
Center for Financial Planning
Michigan
$68.5K
GSWM
123
Golden State Wealth Management
California
$55.5K -$13.6K -228 -19%
SPIA
124
Steward Partners Investment Advisory
New York
$44.2K -$598 -10 -1%
IA
125
IFP Advisors
Florida
$43.2K -$10.8K -180 -19%