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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
126
BlackRock
New York
$313K +$319K +4,692 New
PTC
127
Private Trust Company
Ohio
$297K +$14.1K +207 +5%
WIA
128
World Investment Advisors
California
$288K -$66.6K -978 -18%
MCM
129
MAI Capital Management
Ohio
$273K +$3.47K +51 +1%
SFS
130
Sowell Financial Services
Arkansas
$273K +$278K +4,089 New
GSIAS
131
Garden State Investment Advisory Services
New Jersey
$271K +$48.5K +712 +21%
SMC
132
Smith, Moore & Co
Missouri
$268K -$7.42K -109 -3%
PWA
133
PCG Wealth Advisors
Kansas
$268K -$598K -8,783 -69%
AFP
134
Ausdal Financial Partners
Iowa
$264K +$33.4K +491 +14%
NA
135
Nestegg Advisors
New York
$258K – – –
BCG
136
Breakwater Capital Group
New Jersey
$242K +$11.7K +172 +5%
SHIM
137
Stone House Investment Management
Pennsylvania
$240K +$2.52K +37 +1%
IF
138
Intrua Financial
Texas
$240K – – –
ST
139
Spinnaker Trust
Maine
$237K – – –
AW
140
Alteri Wealth
California
$226K +$230K +3,381 New
SAW
141
Signal Advisors Wealth
Michigan
$221K +$225K +3,310 New
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$212K -$27.1K -398 -11%
Morgan Stanley
143
Morgan Stanley
New York
$194K +$2.52K +37 +1%
TCM
144
Triumph Capital Management
Colorado
$151K -$36K -528 -19%
GJIA
145
Glass Jacobson Investment Advisors
Maryland
$140K – – –
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$140K -$22.6K -332 -14%
HBW
147
Hazlett, Burt & Watson
West Virginia
$116K – – –
CFFP
148
Center for Financial Planning
Michigan
$81.7K – – –
IA
149
IFP Advisors
Florida
$49.9K – – –
GSWM
150
Golden State Wealth Management
California
$46.9K – – –