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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
101
Advisory Services Network
Georgia
$295K +$72.8K +1,300 +36%
DAS
102
Dynamic Advisor Solutions
Arizona
$287K -$34.7K -620 -11%
NCM
103
Northwest Capital Management
Oregon
$286K +$50.4K +901 +23%
SP
104
Sequent Planning
Nebraska
$280K +$42.5K +760 +19%
MWM
105
Mascagni Wealth Management
Mississippi
$260K -$26.4K -471 -10%
BBHC
106
Brown Brothers Harriman & Co
New York
$245K +$232K +4,140 New
MCM
107
MAI Capital Management
Ohio
$239K +$183K +3,269 +423%
Goldman Sachs
108
Goldman Sachs
New York
$236K +$223K +3,989 New
NA
109
Nestegg Advisors
New York
$229K
Morgan Stanley
110
Morgan Stanley
New York
$228K +$74.9K +1,339 +53%
ST
111
Spinnaker Trust
Maine
$210K +$199K +3,554 New
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$207K -$314K -5,615 -62%
SWP
113
Stratos Wealth Partners
Ohio
$202K +$191K +3,406 New
SHIM
114
Stone House Investment Management
Pennsylvania
$192K +$143K +2,555 +370%
GJIA
115
Glass Jacobson Investment Advisors
Maryland
$124K
HBW
116
Hazlett, Burt & Watson
West Virginia
$111K
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$90.9K
SPIA
118
Steward Partners Investment Advisory
New York
$84.1K +$35.4K +632 +80%
CFFP
119
Center for Financial Planning
Michigan
$72.4K
Comerica Bank
120
Comerica Bank
Texas
$61.8K -$64.9K -1,160 -53%
AAS
121
Ameritas Advisory Services
Nebraska
$54.2K +$51.3K +916 New
IA
122
IFP Advisors
Florida
$54K +$7.84K +140 +18%
GSWM
123
Golden State Wealth Management
California
$39.7K -$18K -321 -32%
BDS
124
Banco de Sabadell
Florida
$31K +$28.9K +517 New
CA
125
Crewe Advisors
Utah
$30.5K