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JPMorgan BetaBuilders US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMI
51
Shelter Mutual Insurance
Missouri
$480K
TPWA
52
Twin Peaks Wealth Advisors
California
$456K +$98.2K +2,154 +27%
BOC
53
Blue Oak Capital
California
$440K +$435K +9,550 New
AC
54
Avestar Capital
New York
$435K
SPI
55
Sutton Place Investors
New York
$388K -$39.5K -866 -9%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$386K -$456K -10,002 -54%
HWAM
57
Hennion & Walsh Asset Management
New Jersey
$345K -$130K -2,852 -28%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$314K -$61.2K -1,342 -16%
PIA
59
Perennial Investment Advisors
California
$313K +$4.65K +102 +2%
SPIA
60
Steward Partners Investment Advisory
New York
$302K -$27.2K -597 -8%
PWM
61
Perigon Wealth Management
California
$301K -$383K -8,408 -56%
AI
62
Atria Investments
North Carolina
$279K -$26.9K -590 -9%
FWM
63
Fonville Wealth Management
Virginia
$270K +$501 +11 +0.2%
GIA
64
Gladstone Institutional Advisory
Florida
$263K -$684 -15 -0.3%
Financial Engines Advisors
65
Financial Engines Advisors
California
$258K +$255K +5,604 New
B
66
Bensler
Washington
$255K
CSPIA
67
Cary Street Partners Investment Advisory
Virginia
$248K -$12.5K -275 -5%
Comerica Bank
68
Comerica Bank
Texas
$221K +$89.9K +1,972 +70%
BFG
69
Bouchey Financial Group
New York
$218K
PAG
70
Private Advisor Group
New Jersey
$216K -$20.2K -444 -9%
PTC
71
Private Trust Company
Ohio
$203K +$24.7K +543 +14%
US Bancorp
72
US Bancorp
Minnesota
$137K
AF
73
Allworth Financial
California
$114K -$11.3K -247 -9%
MHR
74
Matthew Hamilton Rosenberg
$91.2K +$22.6K +496 +33%
IA
75
IFP Advisors
Florida
$50.4K +$14.9K +328 +43%