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JPMorgan Equity Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ELI
26
Empire Life Investments
Ontario, Canada
$5.16M -$1.05M -14,600 -17%
CSP
27
Cary Street Partners
Virginia
$4.92M +$1.22M +16,886 +34%
IPA
28
Investment Planning Advisors
Georgia
$4.55M -$30.3M -420,721 -87%
DADC
29
D.A. Davidson & Co
Montana
$4.43M -$853K -11,848 -17%
SWM
30
SFG Wealth Management
Maryland
$4.15M +$4.03M +55,964 New
CAG
31
Crestwood Advisors Group
Massachusetts
$4.07M +$736K +10,229 +23%
FTS
32
Fifth Third Securities
Ohio
$4.04M -$1.2M -16,601 -23%
IA
33
IFP Advisors
Florida
$3.69M -$1.48M -20,528 -29%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.68M +$985K +13,686 +38%
Truist Financial
35
Truist Financial
North Carolina
$3.41M -$1.14M -15,830 -26%
TFS
36
Thoroughbred Financial Services
Tennessee
$3.11M +$159K +2,206 +6%
Stifel Financial
37
Stifel Financial
Missouri
$2.89M -$15.2K -211 -0.5%
EH
38
Equitable Holdings
New York
$2.83M -$145K -2,013 -5%
FWA
39
Flagship Wealth Advisors
Massachusetts
$2.79M -$2.09K -29 -0.1%
KWM
40
Kingsview Wealth Management
Oregon
$2.63M -$1.55M -21,484 -38%
MA
41
Mutual Advisors
Nebraska
$2.46M +$2.37M +32,970 New
DLCIG
42
D.L. Carlson Investment Group
New Hampshire
$2.33M +$2.27M +31,465 New
SPIA
43
Steward Partners Investment Advisory
New York
$2.06M +$862K +11,975 +76%
FFA
44
Farther Finance Advisors
California
$1.75M +$1.64M +22,805 +2,898%
IP
45
Ignite Planners
California
$1.72M -$61.2K -850 -4%
IWA
46
Integrity Wealth Advisors
California
$1.36M +$5.18K +72 +0.4%
HA
47
Herold Advisors
New York
$1.21M +$70.3K +977 +6%
CAL
48
Capital Advisors Ltd
Ohio
$1.21M -$76.8K -1,067 -6%
FCFC
49
First Citizens Financial Corp
Iowa
$1.17M +$551K +7,652 +94%
MM
50
Morangie Management
Florida
$1.11M