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JPMorgan Diversified Return US Small Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
Stephens Inc
Arkansas
$340K +$917 +16 +0.3%
IF
77
Intrua Financial
Texas
$331K
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$317K -$344 -6 -0.1%
TFS
79
Thoroughbred Financial Services
Tennessee
$316K +$172 +3 +0.1%
TFM
80
Trademark Financial Management
Minnesota
$304K +$69.2K +1,207 +31%
WIM
81
WealthPlan Investment Management
Nebraska
$289K -$10.1K -176 -4%
Creative Planning
82
Creative Planning
Kansas
$271K +$115 +2 +0%
HI
83
Harbour Investments
Wisconsin
$268K
Ameriprise
84
Ameriprise
Minnesota
$264K -$209K -3,641 -45%
NFG
85
Nations Financial Group
Iowa
$250K -$8.26K -144 -3%
KAS
86
Kestra Advisory Services
Texas
$223K -$22K -383 -9%
DWP
87
Daymark Wealth Partners
Ohio
$212K +$202K +3,530 New
Citadel Advisors
88
Citadel Advisors
Florida
$206K +$197K +3,432 New
CAG
89
Centerpoint Advisory Group
Kansas
$204K +$194K +3,384 New
SWP
90
Sagespring Wealth Partners
Tennessee
$203K +$193K +3,370 New
MWA
91
Medallion Wealth Advisors
Connecticut
$149K +$175K +3,045 +101,500%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$128K +$7.28K +127 +6%
FFA
93
Founders Financial Alliance
North Carolina
$96.3K +$91.7K +1,600 New
AFG
94
Albion Financial Group
Utah
$94.6K
HI
95
Horizon Investments
North Carolina
$76.5K -$72.9K -1,272 -50%
PWMG
96
Private Wealth Management Group
New Jersey
$75.4K
NEWAS
97
N.E.W. Advisory Services
Wisconsin
$70.4K +$57 +1 +0.1%
PTC
98
Private Trust Company
Ohio
$50.4K -$19.2K -335 -29%
AWM
99
AE Wealth Management
Kansas
$47.8K +$23.1K +402 +102%
LWM
100
Lodestone Wealth Management
Washington
$39.8K +$115 +2 +0.3%