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JPMorgan Equity Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
26
MBL Wealth
North Carolina
$5.64M +$162K +2,171 +3%
CWM
27
Castle Wealth Management
Florida
$5.16M -$276K -3,687 -5%
IPA
28
Investment Planning Advisors
Georgia
$4.76M +$177K +2,373 +4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$4.71M +$996K +13,325 +27%
DADC
30
D.A. Davidson & Co
Montana
$4.58M +$114K +1,529 +3%
CSP
31
Cary Street Partners
Virginia
$4.09M -$873K -11,684 -18%
IA
32
IFP Advisors
Florida
$3.72M +$8.89K +119 +0.2%
ELI
33
Empire Life Investments
Ontario, Canada
$3.31M -$1.9M -25,421 -36%
FTS
34
Fifth Third Securities
Ohio
$3.26M -$809K -10,827 -20%
TFS
35
Thoroughbred Financial Services
Tennessee
$2.89M -$242K -3,236 -8%
Stifel Financial
36
Stifel Financial
Missouri
$2.86M -$59.9K -801 -2%
FWA
37
Flagship Wealth Advisors
Massachusetts
$2.82M +$8.6K +115 +0.3%
EH
38
Equitable Holdings
New York
$2.73M -$129K -1,725 -5%
SWM
39
SFG Wealth Management
Maryland
$2.72M -$1.46M -19,598 -35%
MA
40
Mutual Advisors
Nebraska
$2.7M +$236K +3,156 +10%
DLCIG
41
D.L. Carlson Investment Group
New Hampshire
$2.56M +$206K +2,755 +9%
KWM
42
Kingsview Wealth Management
Oregon
$2.55M -$102K -1,360 -4%
Truist Financial
43
Truist Financial
North Carolina
$2.44M -$1M -13,447 -29%
Wells Fargo
44
Wells Fargo
California
$2.36M +$2.33M +31,113 +5,698%
SPIA
45
Steward Partners Investment Advisory
New York
$2.29M +$215K +2,880 +10%
FFA
46
Farther Finance Advisors
California
$1.98M +$221K +2,961 +13%
IP
47
Ignite Planners
California
$1.72M -$26.2K -350 -2%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.6M +$980K +13,112 +159%
HA
49
Herold Advisors
New York
$1.34M +$121K +1,616 +10%
FCFC
50
First Citizens Financial Corp
Iowa
$1.3M +$126K +1,681 +11%