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JPMorgan Equity Focus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$137M +$11.4M +175,204 +10%
LPL Financial
2
LPL Financial
California
$83.8M +$29.5M +453,659 +61%
MML Investors Services
3
MML Investors Services
Massachusetts
$75.5M +$4.96M +76,189 +8%
BFA
4
Beaumont Financial Advisors
Massachusetts
$49.1M +$23M +353,389 +102%
Osaic Holdings
5
Osaic Holdings
Arizona
$39.2M +$8.19M +125,771 +29%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$37.3M +$2.94M +45,114 +9%
IPA
7
Investment Planning Advisors
Georgia
$33.8M +$2.36M +36,304 +8%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$25.7M +$8.81M +135,255 +58%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$23.4M +$4.03M +61,906 +23%
BW
10
Balance Wealth
Ohio
$22.9M +$10.8M +166,396 +104%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$22.6M +$21M +322,194 New
SWP
12
Stratos Wealth Partners
Ohio
$22.1M +$627K +9,633 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$20.5M -$5.64M -86,590 -23%
LFG
14
Leverty Financial Group
Wisconsin
$20.1M +$18.6M +285,994 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$17.8M +$2.2M +33,772 +15%
AAS
16
Avantax Advisory Services
Texas
$16.6M +$761K +11,680 +5%
MA
17
MONECO Advisors
Connecticut
$16M +$1.31M +20,134 +10%
NG
18
Novem Group
New York
$12.9M +$253K +3,883 +2%
LFAS
19
Level Four Advisory Services
Texas
$11.9M -$138K -2,124 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11.5M -$360K -5,527 -3%
CAM
21
Cozad Asset Management
Illinois
$9.66M +$101K +1,551 +1%
SFI
22
SPC Financial Inc
Maryland
$8.95M +$486K +7,470 +6%
KAS
23
Kestra Advisory Services
Texas
$6.44M +$1.21M +18,584 +25%
ELI
24
Empire Life Investments
Ontario, Canada
$5.91M -$2.42M -37,230 -31%
BFS
25
BridgePort Financial Solutions
Iowa
$5.53M +$3.49M +53,546 +212%