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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
126
Triad Wealth Partners
Kansas
$407K -$15.5K -212 -4%
Creative Planning
127
Creative Planning
Kansas
$406K -$6.52K -89 -2%
LGG
128
Luts & Greenleigh Group
Maryland
$399K – – –
BBHC
129
Brown Brothers Harriman & Co
New York
$397K – – –
HAS
130
HBW Advisory Services
California
$391K +$368K +5,014 New
DAS
131
Dynamic Advisor Solutions
Arizona
$389K +$1.47K +20 +0.4%
GWP
132
Gateway Wealth Partners
Wisconsin
$374K -$442K -6,025 -56%
DFG
133
Dynamic Financial Group
Iowa
$360K +$338K +4,614 New
SAW
134
Signal Advisors Wealth
Michigan
$358K +$93.5K +1,275 +39%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$352K +$178K +2,425 +116%
PTC
136
Private Trust Company
Ohio
$325K -$20.5K -280 -6%
BCG
137
Breakwater Capital Group
New Jersey
$323K +$37.7K +514 +14%
SFS
138
Sowell Financial Services
Arkansas
$318K -$1.25K -17 -0.4%
SMC
139
Smith, Moore & Co
Missouri
$313K – – –
PWA
140
PCG Wealth Advisors
Kansas
$313K – – –
AFP
141
Ausdal Financial Partners
Iowa
$311K +$2.71K +37 +0.9%
AP
142
Americana Partners
Texas
$309K +$290K +3,954 New
MCM
143
MAI Capital Management
Ohio
$308K -$11K -150 -4%
NA
144
Nestegg Advisors
New York
$302K – – –
SHIM
145
Stone House Investment Management
Pennsylvania
$291K +$9.82K +134 +4%
WIA
146
World Investment Advisors
California
$288K – – –
BlackRock
147
BlackRock
New York
$288K -$73.7K -1,005 -21%
IF
148
Intrua Financial
Texas
$280K – – –
ST
149
Spinnaker Trust
Maine
$277K – – –
AW
150
Alteri Wealth
California
$269K +$4.69K +64 +2%