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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
126
Principal Securities
Iowa
$39.2K -$626 -10 -2%
CWP
127
Concord Wealth Partners
Virginia
$22.2K +$10.1K +161 +78%
CA
128
CoreCap Advisors
Michigan
$21.8K – – –
HCA
129
Heck Capital Advisors
Wisconsin
$19.9K +$20.6K +329 New
AssetMark Inc
130
AssetMark Inc
California
$18K +$18.6K +297 New
SIS
131
Strategic Investment Solutions
Illinois
$13.1K – – –
ACA
132
Aptus Capital Advisors
Alabama
$11.6K +$12K +191 New
MIA
133
MeadowBrook Investment Advisors
Michigan
$8.53K – – –
HI
134
Harbour Investments
Wisconsin
$6.05K +$6.26K +100 New
AWM
135
Avior Wealth Management
Nebraska
$4.94K +$5.07K +81 New
FFA
136
Farther Finance Advisors
California
$3.85K – – –
SWM
137
Spire Wealth Management
Virginia
$3.21K +$3.32K +53 New
FMP
138
Financial Management Professionals
Texas
$3.02K +$3.13K +50 New
CAL
139
Capital Analysts LLC
Pennsylvania
$3K -$13.4K -214 -80%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$2.6K – – –
SS
141
Sunbelt Securities
Texas
$2.48K – – –
TSMHT
142
Thurston Springer Miller Herd & Titak
Indiana
$2.3K – – –
CIAS
143
Capital Investment Advisory Services
North Carolina
$2K +$2.07K +33 New
NWM
144
Nova Wealth Management
Florida
$1.94K +$2K +32 New
EB
145
Eastern Bank
Massachusetts
$1.63K – – –
ME
146
McIlrath & Eck
Washington
$927 – – –
NP
147
NorthRock Partners
Minnesota
$488 -$564 -9 -53%
FMII
148
Farmers & Merchants Investments Inc
Nebraska
$53 – – –
Wells Fargo
149
Wells Fargo
California
$8 – – –
ZIMP
150
Zimmermann Investment Management & Planning
Pennsylvania
– -$2.07M -33,911 Closed