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JPMorgan BetaBuilders US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
26
Buckingham Strategic Wealth
Missouri
$602K +$601K +11,152 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$557K +$241K +4,468 +76%
VCP
28
Verus Capital Partners
Arizona
$514K -$30K -557 -6%
ECM
29
ETrade Capital Management
Virginia
$401K +$400K +7,430 New
Morgan Stanley
30
Morgan Stanley
New York
$361K -$139K -2,582 -28%
LFAS
31
Level Four Advisory Services
Texas
$341K +$341K +6,325 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$299K -$2.38M -44,138 -89%
PA
33
Pinnacle Associates
New York
$291K +$290K +5,380 New
JWCA
34
J.W. Cole Advisors
Florida
$257K -$172K -3,190 -40%
PWMAG
35
Pinnacle Wealth Management Advisory Group
New Jersey
$254K +$253K +4,705 New
MC
36
Moors & Cabot
Massachusetts
$216K +$215K +4,000 New
SWP
37
Summit Wealth Partners
Florida
$203K +$203K +3,762 New
AF
38
Allworth Financial
California
$176K +$176K +3,268 New
GWM
39
Geneos Wealth Management
Colorado
$40K +$40.4K +750 New
US Bancorp
40
US Bancorp
Minnesota
$30K +$29.9K +555 New
TRCT
41
Tower Research Capital (TRC)
New York
$27K +$26.9K +500 New
PAI
42
Pittenger & Anderson Inc
Nebraska
$24K +$24.1K +447 New
SPIA
43
Steward Partners Investment Advisory
New York
$22K
GSWM
44
Golden State Wealth Management
California
-$29M -545,324 Closed
SIAS
45
Shine Investment Advisory Services
Colorado
-$3K -65 Closed
Wells Fargo
46
Wells Fargo
California
-$54 -1 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
+$54 +1 New