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JPMorgan Small & Mid Cap Enhanced Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
176
Aptus Capital Advisors
Alabama
$20.8K -$1.47K -20 -7%
SAM
177
Smartleaf Asset Management
Massachusetts
$18.8K – – –
PWAM
178
Private Wealth Asset Management
Iowa
$18.6K – – –
AAP
179
Arax Advisory Partners
Colorado
$18K – – –
CIAS
180
Capital Investment Advisory Services
North Carolina
$17.8K +$12.8K +175 +324%
SIS
181
Strategic Investment Solutions
Illinois
$16.9K – – –
FFA
182
Farther Finance Advisors
California
$14.5K – – –
MI
183
Markowski Investments
Florida
$13.1K +$12.3K +168 New
BWS
184
Buck Wealth Strategies
Colorado
$6K +$5.64K +77 New
CWP
185
Concord Wealth Partners
Virginia
$5.85K +$5.5K +75 New
AF
186
Allworth Financial
California
$5.78K +$5.42K +74 New
LFG
187
Larson Financial Group
Missouri
$4.45K – – –
IAIM
188
International Assets Investment Management
Florida
$3.87K – – –
CFM
189
Compass Financial Management
Florida
$3.76K +$3.52K +48 New
CIA
190
Cape Investment Advisory
Georgia
$3.59K +$3.37K +46 New
AWM
191
Abound Wealth Management
Tennessee
$3.43K -$13.6K -185 -81%
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$2.58K -$4.76K -65 -66%
FMP
193
Financial Management Professionals
Texas
$2.5K – – –
CA
194
CoreCap Advisors
Michigan
$1.95K – – –
CBT
195
Crews Bank & Trust
Florida
$1.48K – – –
FMII
196
Farmers & Merchants Investments Inc
Nebraska
$1.01K +$953 +13 New
AWA
197
Arkadios Wealth Advisors
Georgia
– -$27.2M -407,600 Closed
RWA
198
Rooted Wealth Advisors
Illinois
– -$1.43M -19,695 Closed
Bank of America
199
Bank of America
North Carolina
– -$487K -7,301 Closed
Mariner
200
Mariner
Kansas
– -$442K -6,617 Closed