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JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$94M +$3.54M +66,229 +4%
TIM
2
Total Investment Management
Arizona
$29M +$25.2M +471,931 +643%
GSWM
3
Golden State Wealth Management
California
$29M +$29.1M +545,324 New
AWA
4
ARS Wealth Advisors
Florida
$17.4M +$9.79M +183,152 +127%
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$12.6M -$1.65M -30,841 -11%
GM
6
GeoWealth Management
Illinois
$12.3M -$54M -1,010,712 -81%
BWP
7
BSW Wealth Partners
Colorado
$10.3M -$650K -12,170 -6%
ECM
8
Evergreen Capital Management
Washington
$10.2M +$10.3M +192,579 New
SPL
9
Smart Portfolios LLC
Washington
$10M -$213K -3,982 -2%
ACM
10
Avalon Capital Management
California
$5.4M -$184K -3,436 -3%
Bank of America
11
Bank of America
North Carolina
$2.91M +$2.93M +54,871 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.64M +$2.65M +49,676 New
AI
13
Atria Investments
North Carolina
$1.35M +$727K +13,601 +114%
Jane Street
14
Jane Street
New York
$1.08M +$146K +2,739 +16%
RJA
15
Raymond James & Associates
Florida
$907K +$912K +17,074 New
SI
16
Stephens Inc
Arkansas
$904K +$111K +2,075 +14%
CCG
17
Cypress Capital Group
Florida
$892K +$898K +16,800 New
EIA
18
Eldridge Investment Advisors
New Hampshire
$878K +$884K +16,540 New
FTUS
19
Flow Traders U.S.
New York
$827K -$3.5M -65,451 -81%
LPL Financial
20
LPL Financial
California
$618K +$622K +11,647 New
VCP
21
Verus Capital Partners
Arizona
$535K +$538K +10,076 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$502K +$500K +9,352 +9,949%
Morgan Stanley
23
Morgan Stanley
New York
$492K +$495K +9,267 New
JWCA
24
J.W. Cole Advisors
Florida
$422K +$424K +7,940 New
IDA
25
Intelligence Driven Advisers
California
$362K +$364K +6,811 New
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