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JPMorgan Diversified Return US Small Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$57.1M +$3.8M +95,064 +8%
KOC
2
Koss-Olinger Consulting
Florida
$49.4M -$1.24M -31,009 -3%
LPL Financial
3
LPL Financial
California
$32.7M +$2.08M +52,023 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.6M +$308K +7,708 +1%
CAWM
5
Capital Advisors Wealth Management
Washington
$24M +$1.6M +39,901 +8%
Bank of America
6
Bank of America
North Carolina
$21.8M +$344K +8,604 +2%
CWA
7
Choice Wealth Advisors
Maine
$8.16M +$193K +4,816 +3%
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$8.05M -$1.36M -34,056 -16%
Stifel Financial
9
Stifel Financial
Missouri
$7.87M -$552K -13,802 -7%
GA
10
Goldstein Advisors
Wisconsin
$7.72M +$311K +7,772 +5%
AP
11
Appleton Partners
Massachusetts
$7.58M +$71.8K +1,795 +1%
HFM
12
Hartford Financial Management
Connecticut
$7.15M -$68.2K -1,704 -1%
Ameriprise
13
Ameriprise
Minnesota
$6.88M -$2.25M -56,263 -26%
Morgan Stanley
14
Morgan Stanley
New York
$6.14M -$210K -5,251 -4%
TAM
15
Tocqueville Asset Management
New York
$5.8M +$391K +9,774 +8%
IFA
16
Interactive Financial Advisors
Illinois
$5.55M +$2.1M +52,588 +375%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$5.04M +$439K +10,969 +11%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.26M -$274K -6,850 -7%
FPF
19
First Pacific Financial
Washington
$3.7M +$465K +11,621 +16%
DC
20
Davenport & Co
Virginia
$3.35M +$84.8K +2,120 +3%
IWC
21
Integrated Wealth Concepts
Massachusetts
$2.96M +$163K +4,078 +6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.72M +$295K +7,367 +14%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.33M +$68.5K +1,713 +3%
WF
24
Wayfinding Financial
Washington
$2.17M -$23.7K -592 -1%
SWP
25
Stratos Wealth Partners
Ohio
$2.11M +$483K +12,069 +34%