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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
$70.5M -$446K -4,206 -0.6%
HighTower Advisors
2
HighTower Advisors
Illinois
$30M +$56.2K +530 +0.2%
Morgan Stanley
3
Morgan Stanley
New York
$28.8M -$761K -7,179 -2%
LPL Financial
4
LPL Financial
California
$23.6M +$1.56M +14,753 +7%
CW
5
CreativeOne Wealth
Kansas
$23.2M +$159K +1,501 +0.7%
TC
6
Trilogy Capital
California
$14.7M -$177K -1,666 -1%
TFA
7
Teamwork Financial Advisors
Texas
$13M +$922K +8,693 +7%
DAS
8
Dynamic Advisor Solutions
Arizona
$10.8M +$931K +8,774 +9%
AP
9
Appleton Partners
Massachusetts
$8.89M -$133K -1,258 -1%
RW
10
RVW Wealth
California
$7.46M -$59.8K -564 -0.8%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.15M +$1.45M +13,717 +30%
MWM
12
Manske Wealth Management
Texas
$4.93M +$5.1M +48,125 New
SA
13
Sanctuary Advisors
Indiana
$4.86M +$66.4K +626 +1%
1WM
14
1900 Wealth Management
Texas
$4.85M -$26.8K -253 -0.5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.53M +$101K +950 +2%
Goldman Sachs
16
Goldman Sachs
New York
$4.46M -$3.1M -29,239 -40%
NEWAS
17
N.E.W. Advisory Services
Wisconsin
$4.26M -$985K -9,284 -18%
Bank of America
18
Bank of America
North Carolina
$2.85M +$584K +5,507 +25%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$2.76M +$1.48M +13,912 +107%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.58M +$181K +1,702 +7%
KAS
21
Kestra Advisory Services
Texas
$2.55M +$300K +2,826 +13%
MA
22
MAS Advisors
Florida
$1.8M +$1.86M +17,559 New
SWTS
23
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.74M +$1.81M +17,021 New
KW
24
KWB Wealth
California
$1.73M +$102K +961 +6%
PAG
25
Private Advisor Group
New Jersey
$1.71M -$4.46K -42 -0.3%