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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$528K -$15.1K -236 -3%
Bank of America
102
Bank of America
North Carolina
$507K +$504K +7,874 New
AWM
103
Avaii Wealth Management
Wisconsin
$473K +$31.9K +499 +7%
CPA
104
Capital Performance Advisors
California
$441K +$438K +6,850 New
CWM
105
Cornerstone Wealth Management
Missouri
$433K -$4.16K -65 -1%
KF
106
Krilogy Financial
Missouri
$430K -$6.66K -104 -2%
HighTower Advisors
107
HighTower Advisors
Illinois
$429K +$32.4K +506 +8%
MFG
108
MTM Financial Group
Pennsylvania
$419K +$87.9K +1,374 +27%
KPWS
109
Kestra Private Wealth Services
Texas
$394K -$85.7K -1,339 -18%
PWM
110
Prosperity Wealth Management
California
$375K +$21.1K +330 +6%
HAG
111
HighPoint Advisor Group
Illinois
$368K +$366K +5,712 New
CAM
112
Cozad Asset Management
Illinois
$367K -$35.3K -551 -9%
SP
113
Sequent Planning
Nebraska
$360K +$39.5K +617 +12%
TWP
114
Triad Wealth Partners
Kansas
$360K -$115K -1,797 -24%
SWP
115
Stratos Wealth Partners
Ohio
$344K +$102K +1,586 +42%
WIA
116
World Investment Advisors
California
$340K -$18.9K -295 -5%
SFAM
117
Sawyer Falduto Asset Management
Illinois
$336K +$334K +5,220 New
ASN
118
Advisory Services Network
Georgia
$336K -$18.7K -292 -5%
BBHC
119
Brown Brothers Harriman & Co
New York
$327K
DAS
120
Dynamic Advisor Solutions
Arizona
$315K +$12.9K +202 +4%
LGG
121
Luts & Greenleigh Group
Maryland
$314K +$26.1K +408 +9%
Creative Planning
122
Creative Planning
Kansas
$313K -$18.2K -285 -6%
KFAS
123
Keating Financial Advisory Services
Kansas
$301K +$299K +4,675 New
PTC
124
Private Trust Company
Ohio
$273K -$43K -672 -14%
SMC
125
Smith, Moore & Co
Missouri
$265K -$46K -719 -15%