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JPMorgan Diversified Return US Mid Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$66.6M -$231K -2,475 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$32.7M +$945K +10,128 +3%
HighTower Advisors
3
HighTower Advisors
Illinois
$29M -$22.4K -240 -0.1%
LPL Financial
4
LPL Financial
California
$24.4M -$1.89M -20,271 -8%
GA
5
Goldstein Advisors
Wisconsin
$22.8M +$976K +10,457 +5%
CW
6
CreativeOne Wealth
Kansas
$22M +$5.82M +62,360 +39%
TC
7
Trilogy Capital
California
$11.8M -$589K -6,313 -5%
AP
8
Appleton Partners
Massachusetts
$8.7M +$31.7K +340 +0.4%
RW
9
RVW Wealth
California
$7.6M -$1.39M -14,909 -16%
DAS
10
Dynamic Advisor Solutions
Arizona
$6.88M +$1.71M +18,361 +36%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.39M -$140K -1,501 -3%
1WM
12
1900 Wealth Management
Texas
$5.31M -$148K -1,585 -3%
GWP
13
Gateway Wealth Partners
Wisconsin
$3.72M +$598K +6,413 +21%
NEWAS
14
N.E.W. Advisory Services
Wisconsin
$3.38M -$4.85K -52 -0.2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.11M +$739K +7,918 +34%
Ameriprise
16
Ameriprise
Minnesota
$2.62M +$74.8K +802 +3%
KAS
17
Kestra Advisory Services
Texas
$2.46M +$110K +1,177 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.4M +$54.9K +588 +2%
Bank of America
19
Bank of America
North Carolina
$2.3M -$172K -1,842 -7%
LAS
20
LWM Advisory Services
Florida
$1.6M -$4.29K -46 -0.3%
PAG
21
Private Advisor Group
New Jersey
$1.53M +$110K +1,184 +8%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.52M +$434K +4,652 +44%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.5M -$15.3K -164 -1%
KW
24
KWB Wealth
California
$1.41M -$42.9K -460 -3%
Jane Street
25
Jane Street
New York
$1.41M +$1.09M +11,726 +468%