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JPMorgan Equity Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
51
First Citizens Financial Corp
Iowa
$1.25M
CCA
52
Cora Capital Advisors
New Jersey
$1.22M +$163K +2,193 +15%
SWM
53
SFG Wealth Management
Maryland
$1.14M -$1.53M -20,500 -56%
CAL
54
Capital Advisors Ltd
Ohio
$1.08M -$19.9K -267 -2%
MM
55
Morangie Management
Florida
$1.08M
SEP
56
Southland Equity Partners
Missouri
$1.08M +$31.3K +420 +3%
WIA
57
World Investment Advisors
California
$949K
5W
58
5T Wealth
California
$922K -$42.4K -569 -4%
PFG
59
Prosperity Financial Group
California
$905K -$19.5K -262 -2%
CAWM
60
Capital Advisors Wealth Management
Washington
$889K +$108K +1,448 +13%
WF
61
Willow Financial
Arkansas
$815K -$119K -1,598 -12%
CIA
62
Concurrent Investment Advisors
Florida
$810K +$124K +1,661 +17%
MWA
63
Medallion Wealth Advisors
Connecticut
$786K +$816K +10,946 New
PAG
64
Private Advisor Group
New Jersey
$758K +$20.4K +273 +3%
SPIA
65
Steward Partners Investment Advisory
New York
$752K -$1.5M -20,145 -66%
Luther King Capital Management (LKCM)
66
Luther King Capital Management (LKCM)
Texas
$738K
UCFA
67
United Capital Financial Advisors
Texas
$728K
OIA
68
OneDigital Investment Advisors
Kansas
$594K +$13.4K +180 +2%
SSW
69
Smith Shellnut Wilson
Mississippi
$554K -$187K -2,510 -25%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$530K
MWM
71
Modern Wealth Management
Kansas
$527K -$102K -1,367 -16%
SCA
72
Snowden Capital Advisors
New York
$526K -$40.5K -543 -7%
CAG
73
Csenge Advisory Group
Florida
$519K -$6.26K -84 -1%
IWC
74
Integrated Wealth Concepts
Massachusetts
$518K +$538K +7,217 New
APWA
75
Atlas Private Wealth Advisors
New Jersey
$500K +$72.9K +978 +16%