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JPMorgan Diversified Return US Small Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
76
Everhart Financial Group
Ohio
$201K +$212K +4,611 New
AFG
77
Albion Financial Group
Utah
$131K +$65.7K +1,431 +91%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$92K +$96.8K +2,108 New
Fidelity Investments
79
Fidelity Investments
Massachusetts
$56.8K +$2.75K +60 +5%
US Bancorp
80
US Bancorp
Minnesota
$51.2K -$12.4K -269 -19%
PTC
81
Private Trust Company
Ohio
$48K -$1.19K -26 -2%
WF
82
Wayfinding Financial
Washington
$27K +$28.5K +620 New
UBS Group
83
UBS Group
Switzerland
$19K
IA
84
IFP Advisors
Florida
$18.4K +$46 +1 +0.2%
ACA
85
Aptus Capital Advisors
Alabama
$18.1K +$321 +7 +2%
BIA
86
Bell Investment Advisors
California
$16K
PS
87
Principal Securities
Iowa
$13.2K
GSWM
88
Golden State Wealth Management
California
$11.9K
AWM
89
AE Wealth Management
Kansas
$10.1K
SWIM
90
Smallwood Wealth Investment Management
New Jersey
$9.85K +$10.4K +226 New
FFA
91
Farther Finance Advisors
California
$8.48K +$138 +3 +2%
S
92
SignatureFD
Georgia
$5.67K
RF
93
Rossby Financial
Florida
$3.43K +$3.77K +82 New
AF
94
Advisornet Financial
Minnesota
$2.83K
CFD
95
Creative Financial Designs
Indiana
$2.35K -$6.93K -151 -74%
Comerica Bank
96
Comerica Bank
Texas
$2.18K
SPIA
97
Steward Partners Investment Advisory
New York
$2K -$1.98K -43 -48%
WP
98
WealthShield Partners
North Carolina
$1.4K
MWA
99
Medallion Wealth Advisors
Connecticut
$132 +$46 +1 +50%
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$44