We are live on ! Find out more
BBAG icon

JPMorgan BetaBuilders US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Strategic Wealth Management
Washington
$2.5M
AI
27
Atria Investments
North Carolina
$2.39M +$143K +2,643 +6%
B
28
Bailard
California
$2.15M -$17.1K -316 -0.8%
SDWIA
29
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2M +$96.4K +1,782 +5%
KAS
30
Kestra Advisory Services
Texas
$1.75M -$90.5K -1,674 -5%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.67M -$1.79M -33,180 -52%
BFG
32
Bouchey Financial Group
New York
$1.21M -$46.9K -868 -4%
SI
33
Stephens Inc
Arkansas
$1.13M +$1.89K +35 +0.2%
BPA
34
Beacon Pointe Advisors
California
$1.1M -$181K -3,349 -14%
SFS
35
Security Financial Services
Indiana
$1.08M +$1.09M +20,126 New
BFA
36
Beacon Financial Advisory
Ohio
$990K -$72.3K -1,337 -7%
RCIM
37
Red Cedar Investment Management
Michigan
$791K
HWAM
38
Hennion & Walsh Asset Management
New Jersey
$751K +$32.1K +593 +4%
LPL Financial
39
LPL Financial
California
$735K -$1.45M -26,816 -66%
AOWM
40
Alpha Omega Wealth Management
Virginia
$595K -$4.54K -84 -0.7%
CCG
41
Cypress Capital Group
Florida
$571K -$733K -13,555 -56%
CFS
42
CRA Financial Services
New Jersey
$521K -$141K -2,600 -21%
PA
43
PFG Advisors
Arizona
$481K +$260K +4,810 +117%
LFAS
44
Level Four Advisory Services
Texas
$475K +$107K +1,974 +29%
SCM
45
Stonehearth Capital Management
Massachusetts
$451K +$16.5K +305 +4%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$428K -$182K -3,363 -30%
JWCA
47
J.W. Cole Advisors
Florida
$416K +$417K +7,714 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$413K +$270 +5 +0.1%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$412K +$399K +7,368 +2,739%
TCA
50
Transcend Capital Advisors
New Jersey
$274K +$275K +5,081 New