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JPMorgan Diversified Return US Mid Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
76
Total Investment Management
Arizona
$13.3K +$12.8K +128 New
TFG
77
Team Financial Group
California
$11.8K +$11.4K +114 New
RA
78
Rise Advisors
New York
$9.89K – – –
GSWM
79
Golden State Wealth Management
California
$8.5K – – –
IRC
80
Investors Research Corp
Georgia
$3.73K – – –
FWM
81
FSA Wealth Management
Massachusetts
$2.59K – – –
IWM
82
IMG Wealth Management
Florida
$2.18K – – –
Wells Fargo
83
Wells Fargo
California
$1.97K +$1.79K +18 +1,800%
BCWM
84
Bartlett & Co Wealth Management
Ohio
$1.35K – – –
PSFG
85
Park Square Financial Group
Georgia
$726 – – –
FFA
86
Frazier Financial Advisors
Ohio
$650 – – –
AssetMark Inc
87
AssetMark Inc
California
$311 -$53.6K -537 -99%
NA
88
NewEdge Advisors
Louisiana
$207 – – –
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$104 – – –
Goldman Sachs
90
Goldman Sachs
New York
– -$2.7M -26,846 Closed
AWS
91
Atria Wealth Solutions
New York
– -$982K -9,768 Closed
GWP
92
Gateway Wealth Partners
Wisconsin
– -$775K -7,710 Closed
TFA
93
Teamwork Financial Advisors
Texas
– -$223K -2,216 Closed
BRWA
94
B. Riley Wealth Advisors
Florida
– -$222K -2,212 Closed
3IP
95
3Chopt Investment Partners
Virginia
– -$37.4K -372 Closed
WF
96
Wayfinding Financial
Washington
– -$28K -281 Closed
SW
97
SVB Wealth
Massachusetts
– -$19.3K -192 Closed
FFA
98
Farther Finance Advisors
California
– -$2.92K -29 Closed