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JPMorgan Diversified Return US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFP
76
Birchwood Financial Partners
Minnesota
$216K +$956 +7 +0.5%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$214K +$208K +1,524 New
Apella Capital
78
Apella Capital
Connecticut
$213K +$956 +7 +0.5%
CL
79
CLG LLC
California
$211K +$205K +1,503 New
G
80
GuidedMoney
Wisconsin
$210K +$205K +1,500 New
Continuum Advisory
81
Continuum Advisory
Idaho
$193K +$188K +1,373 New
IFG Advisory
82
IFG Advisory
Georgia
$155K +$151K +1,108 New
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$154K – – –
O'Shaughnessy Asset Management
84
O'Shaughnessy Asset Management
Connecticut
$146K -$49.6K -363 -26%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$133K – – –
BlackRock
86
BlackRock
New York
$123K +$120K +880 New
Ancora Advisors
87
Ancora Advisors
Ohio
$100K – – –
Cassaday & Co Wealth Management
88
Cassaday & Co Wealth Management
Virginia
$89.3K – – –
Private Trust Company
89
Private Trust Company
Ohio
$87.6K – – –
UBS AM
90
UBS AM
Illinois
$79.2K -$87.8K -643 -53%
Horizon Investments
91
Horizon Investments
North Carolina
$70.1K -$68.3K -500 -50%
HAP
92
Harbor Asset Planning
Massachusetts
$55.6K +$273 +2 +0.5%
Huntington National Bank
93
Huntington National Bank
Ohio
$52.6K – – –
Geneos Wealth Management
94
Geneos Wealth Management
Colorado
$49.1K -$8.2K -60 -15%
AssetMark Inc
95
AssetMark Inc
California
$19.6K – – –
Harbour Investments
96
Harbour Investments
Wisconsin
$19.2K – – –
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$17K – – –
WWMSC
98
Wagner Wealth Management (South Carolina)
South Carolina
$13.7K +$5.74K +42 +75%
Global Retirement Partners
99
Global Retirement Partners
California
$10.1K +$9.8K +72 New
NWM
100
Nova Wealth Management
Florida
$4.64K – – –