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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
101
MTM Financial Group
Pennsylvania
$545K +$112K +1,642 +25%
EFG
102
Everest Financial Group
Minnesota
$528K -$216K -3,174 -29%
CWM
103
Cornerstone Wealth Management
Missouri
$505K +$56.2K +825 +12%
Bank of America
104
Bank of America
North Carolina
$487K -$39K -573 -7%
CPA
105
Capital Performance Advisors
California
$459K +$1.98K +29 +0.4%
AWM
106
Avaii Wealth Management
Wisconsin
$459K -$32.4K -476 -6%
Mariner
107
Mariner
Kansas
$442K +$451K +6,617 New
KF
108
Krilogy Financial
Missouri
$438K -$10K -147 -2%
P
109
&Partners
Tennessee
$435K -$742K -10,893 -63%
HighTower Advisors
110
HighTower Advisors
Illinois
$419K -$27K -397 -6%
CAM
111
Cozad Asset Management
Illinois
$415K +$35.3K +519 +9%
ASN
112
Advisory Services Network
Georgia
$396K +$48.5K +712 +14%
KPWS
113
Kestra Private Wealth Services
Texas
$390K -$18.7K -274 -4%
HAG
114
HighPoint Advisor Group
Illinois
$381K
SWP
115
Stratos Wealth Partners
Ohio
$379K +$22.1K +325 +6%
SP
116
Sequent Planning
Nebraska
$378K +$4.63K +68 +1%
AssetMark Inc
117
AssetMark Inc
California
$374K +$382K +5,606 New
TWP
118
Triad Wealth Partners
Kansas
$366K -$7.63K -112 -2%
Creative Planning
119
Creative Planning
Kansas
$354K +$29.9K +439 +9%
SFAM
120
Sawyer Falduto Asset Management
Illinois
$349K
SPIA
121
Steward Partners Investment Advisory
New York
$346K +$138K +2,030 +64%
LGG
122
Luts & Greenleigh Group
Maryland
$342K +$15.7K +231 +5%
BBHC
123
Brown Brothers Harriman & Co
New York
$339K
DAS
124
Dynamic Advisor Solutions
Arizona
$332K +$5.52K +81 +2%
BlackRock
125
BlackRock
New York
$313K +$319K +4,692 New