Ticker: JPSE CUSIP: 46641Q845 Class: DIVERSFD EQT ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Aprio Wealth Management, LLC | 310,338 | $15,540 |
| Advyzon Investment Management, LLC | 26,878 | $1,346 |
| TITLEIST ASSET MANAGEMENT, LLC | 7,121 | $357 |
| CARY STREET PARTNERS FINANCIAL LLC | 10,371 | $519 |
| Private Wealth Management Group, LLC | 1,253 | $63 |
| Lodestone Wealth Management LLC | 658 | $33 |
| Caldwell Trust Co | 1,301 | $65 |
| GOLDMAN SACHS GROUP INC | 11,890 | $595 |
| SageView Advisory Group, LLC | 728 | $36 |
| WELLS FARGO & COMPANY/MN | 1 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Sprinkle Financial Consultants LLC | 133,546 | 149,867 | +16,321 (+12.2%) |
| Hartford Financial Management Inc. | 320,994 | 333,388 | +12,394 (+3.9%) |
| Keystone Financial Services, LLC | 153,875 | 156,573 | +2,698 (+1.8%) |
| Paul Damon & Associates, Inc. | 51,361 | 53,467 | +2,106 (+4.1%) |
| Gallacher Capital Management LLC | 13,662 | 16,064 | +2,402 (+17.6%) |
| LWM Advisory Services, LLC | 22,606 | 23,488 | +882 (+3.9%) |
| APPLETON PARTNERS INC/MA | 185,256 | 190,012 | +4,756 (+2.6%) |
| Gerber Kawasaki Wealth & Investment Management | 193,075 | 195,859 | +2,784 (+1.4%) |
| N.E.W. Advisory Services LLC | 350 | 2,852 | +2,502 (+714.9%) |
| Fifth Third Securities, Inc. | 32,301 | 33,617 | +1,316 (+4.1%) |
| LPL Financial LLC | 861,259 | 900,097 | +38,838 (+4.5%) |
| TRUIST FINANCIAL CORP | 108,088 | 124,526 | +16,438 (+15.2%) |
| MORGAN STANLEY | 263,208 | 290,788 | +27,580 (+10.5%) |
| JONES FINANCIAL COMPANIES LLLP | 91,231 | 109,475 | +18,244 (+20.0%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 192,642 | 207,636 | +14,994 (+7.8%) |
| KWB Wealth | 26,682 | 27,329 | +647 (+2.4%) |
| BANK OF AMERICA CORP /DE/ | 577,634 | 585,271 | +7,637 (+1.3%) |
| ROYAL BANK OF CANADA | 301,851 | 308,209 | +6,358 (+2.1%) |
| STIFEL FINANCIAL CORP | 57,508 | 59,052 | +1,544 (+2.7%) |
| AMERIPRISE FINANCIAL INC | 18,735 | 19,925 | +1,190 (+6.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Goldstein Advisors, LLC | 236,319 | 228,459 | -7,860 (-3.3%) |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 13,599 | 6,272 | -7,327 (-53.9%) |
| Redwood Financial Network Corp | 12,136 | 8,061 | -4,075 (-33.6%) |
| OAK HARBOR WEALTH PARTNERS, LLC | 19,376 | 13,734 | -5,642 (-29.1%) |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 156,919 | 140,118 | -16,801 (-10.7%) |
| Kingsview Wealth Management, LLC | 83,355 | 69,603 | -13,752 (-16.5%) |
| Sanctuary Advisors, LLC | 41,072 | 24,469 | -16,603 (-40.4%) |
| OSAIC HOLDINGS, INC. | 53,168 | 12,442 | -40,726 (-76.6%) |
| JANE STREET GROUP, LLC | 34,637 | 5,273 | -29,364 (-84.8%) |
| RAYMOND JAMES FINANCIAL INC | 768,099 | 748,030 | -20,069 (-2.6%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28,139 | 7,726 | -20,413 (-72.5%) |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 23,051 | 22,678 | -373 (-1.6%) |
| STEPHENS INC /AR/ | 8,147 | 5,629 | -2,518 (-30.9%) |
| Integrated Wealth Concepts LLC | 59,281 | 57,010 | -2,271 (-3.8%) |
| Farther Finance Advisors, LLC | 2,915 | 993 | -1,922 (-65.9%) |
| NewEdge Advisors, LLC | 22,755 | 20,689 | -2,066 (-9.1%) |
| Cornerstone Wealth Management, LLC | 27,446 | 26,974 | -472 (-1.7%) |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5,378 | 4,765 | -613 (-11.4%) |
| MML INVESTORS SERVICES, LLC | 14,260 | 12,484 | -1,776 (-12.5%) |
| MERCER GLOBAL ADVISORS INC /ADV | 16,254 | 14,804 | -1,450 (-8.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Prospera Financial Services Inc | 7,519 | $375 |
| SAGESPRING WEALTH PARTNERS, LLC | 5,467 | $272 |
| Stratos Wealth Partners, LTD. | 5,911 | $294 |
| Smallwood Wealth Investment Management, LLC | 276 | $14 |
| Rockefeller Capital Management L.P. | 264 | $13 |