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JPMorgan Diversified Return US Mid Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$377K +$99.5K +1,036 +35%
Mariner
52
Mariner
Kansas
$372K -$181K -1,884 -33%
Osaic Holdings
53
Osaic Holdings
Arizona
$354K -$275K -2,861 -44%
PA
54
PFG Advisors
Arizona
$310K +$37.1K +386 +13%
FWA
55
FSM Wealth Advisors
Ohio
$302K -$5.66K -59 -2%
IF
56
Intrua Financial
Texas
$200K
GRP
57
Global Retirement Partners
California
$180K +$864 +9 +0.5%
SWM
58
Sanctuary Wealth Management
Idaho
$173K -$864 -9 -0.5%
AFG
59
Albion Financial Group
Utah
$153K +$155K +1,610 New
Fidelity Investments
60
Fidelity Investments
Massachusetts
$89.1K +$21.1K +220 +31%
PS
61
Principal Securities
Iowa
$81.6K +$24.6K +256 +43%
AWM
62
Aspire Wealth Management
Massachusetts
$76.7K -$18.1K -189 -19%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$67K +$1.34K +14 +2%
Citigroup
64
Citigroup
New York
$48.1K
PTC
65
Private Trust Company
Ohio
$47.3K +$30K +313 +170%
IA
66
IFP Advisors
Florida
$29.6K +$192 +2 +0.6%
CAS
67
Coppell Advisory Solutions
Texas
$18.8K +$19K +198 New
GG
68
Gleason Group
Kentucky
$17.9K +$18K +188 New
RA
69
Rise Advisors
New York
$8.9K
AWM
70
Avior Wealth Management
Nebraska
$7.42K
AssetMark Inc
71
AssetMark Inc
California
$3.71K +$192 +2 +5%
IRC
72
Investors Research Corp
Georgia
$3.43K
TIM
73
Tortoise Investment Management
New York
$2.38K
Wells Fargo
74
Wells Fargo
California
$2.12K +$2.02K +21 +2,100%
BCWM
75
Bartlett & Co Wealth Management
Ohio
$1.43K