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JPMorgan Equity Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
51
Tyler-Stone Wealth Management
Ohio
$760K +$511K +7,548 +200%
LPAM
52
Lodestar Private Asset Management
California
$607K +$613K +9,052 New
OIA
53
OneDigital Investment Advisors
Kansas
$597K +$196K +2,901 +48%
PAG
54
Private Advisor Group
New Jersey
$580K +$11.1K +164 +2%
IWA
55
Integrity Wealth Advisors
California
$552K +$557K +8,228 New
CCA
56
Cora Capital Advisors
New Jersey
$525K +$530K +7,830 New
CAG
57
Csenge Advisory Group
Florida
$514K +$519K +7,662 New
CAWM
58
Capital Advisors Wealth Management
Washington
$490K +$76.5K +1,131 +18%
HI
59
Harbour Investments
Wisconsin
$454K +$458K +6,767 New
PCM
60
Parsons Capital Management
Rhode Island
$384K +$109K +1,615 +39%
SCA
61
Snowden Capital Advisors
New York
$353K +$356K +5,253 New
DWM
62
Denver Wealth Management
Colorado
$328K -$25.4K -375 -7%
HA
63
Herold Advisors
New York
$316K +$318K +4,704 New
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$301K -$4.32M -63,775 -93%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$290K +$292K +4,316 New
OMC
66
Old Mission Capital
Illinois
$268K -$548K -8,101 -67%
AA
67
Advisory Alpha
Michigan
$251K -$12.8K -189 -5%
WAM
68
WNY Asset Management
New York
$233K -$40.1K -592 -15%
MWM
69
Modern Wealth Management
Kansas
$231K +$233K +3,445 New
Mariner
70
Mariner
Kansas
$231K +$233K +3,437 New
GPW
71
Gentry Private Wealth
Kansas
$221K
TVAMP
72
Tennessee Valley Asset Management Partners
Tennessee
$203K +$205K +3,026 New
CIA
73
Concurrent Investment Advisors
Florida
$203K +$205K +3,024 New
IFWM
74
Institute for Wealth Management
Colorado
$202K +$204K +3,012 New
CLA
75
Carnegie Lake Advisors
New Jersey
$201K +$202K +2,990 New