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JPMorgan Equity Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
51
Herold Advisors
New York
$853K +$582K +8,688 +185%
WIA
52
World Investment Advisors
California
$836K
CCA
53
Cora Capital Advisors
New Jersey
$784K +$301K +4,490 +57%
PFG
54
Prosperity Financial Group
California
$690K +$726K +10,843 New
IWA
55
Integrity Wealth Advisors
California
$674K +$158K +2,364 +29%
PAG
56
Private Advisor Group
New Jersey
$561K +$11.4K +171 +2%
CAWM
57
Capital Advisors Wealth Management
Washington
$553K +$92.6K +1,384 +19%
SCA
58
Snowden Capital Advisors
New York
$531K +$207K +3,089 +59%
CAG
59
Csenge Advisory Group
Florida
$519K +$64.1K +958 +13%
FCFC
60
First Citizens Financial Corp
Iowa
$516K +$543K +8,110 New
LPAM
61
Lodestar Private Asset Management
California
$508K -$72K -1,076 -12%
Citadel Advisors
62
Citadel Advisors
Florida
$497K -$1.37M -20,509 -72%
OIA
63
OneDigital Investment Advisors
Kansas
$490K -$79.7K -1,191 -13%
Brown Advisory
64
Brown Advisory
Maryland
$468K +$492K +7,349 New
MWM
65
Modern Wealth Management
Kansas
$440K +$232K +3,462 +100%
KWA
66
Kingswood Wealth Advisors
California
$421K +$442K +6,607 New
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$404K +$136K +2,037 +47%
WAM
68
WNY Asset Management
New York
$394K +$181K +2,711 +78%
Goldman Sachs
69
Goldman Sachs
New York
$325K +$342K +5,108 New
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$318K -$395K -5,905 -52%
CIA
71
Concurrent Investment Advisors
Florida
$316K +$130K +1,941 +64%
DWM
72
Denver Wealth Management
Colorado
$311K
HI
73
Harbour Investments
Wisconsin
$295K -$143K -2,140 -32%
Mariner
74
Mariner
Kansas
$271K +$55K +822 +24%
APWA
75
Atlas Private Wealth Advisors
New Jersey
$267K +$281K +4,200 New