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JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$295M +$123M +2,216,325 +72%
TIM
2
Total Investment Management
Arizona
$57.5M +$4.45M +79,807 +8%
AWA
3
ARS Wealth Advisors
Florida
$46.2M +$2.23M +40,072 +5%
CW
4
CreativeOne Wealth
Kansas
$45.3M -$14.6M -261,769 -24%
IWC
5
Integrated Wealth Concepts
Massachusetts
$38.9M +$38.9M +698,514 New
BFG
6
Berger Financial Group
Minnesota
$37.2M +$37.2M +668,409 New
RJA
7
Raymond James & Associates
Florida
$14.2M +$2.8M +50,276 +25%
IDA
8
Intelligence Driven Advisers
California
$11.6M +$681K +12,222 +6%
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$10.3M +$445K +7,979 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.73M +$1.37M +24,615 +22%
SPL
11
Smart Portfolios LLC
Washington
$7.19M +$80.4K +1,443 +1%
CCG
12
Cypress Capital Group
Florida
$7.06M +$2.16M +38,718 +44%
MIAN
13
Mariner Independent Advisor Network
Kansas
$5.92M +$5.4M +96,977 +1,031%
Citadel Advisors
14
Citadel Advisors
Florida
$5.62M +$2.4M +43,062 +74%
SWM
15
Strategic Wealth Management
Washington
$5.6M -$41.8K -751 -0.7%
Morgan Stanley
16
Morgan Stanley
New York
$4.79M +$2.77M +49,743 +137%
GM
17
GeoWealth Management
Illinois
$4.54M +$197K +3,540 +5%
ACM
18
Avalon Capital Management
California
$4.28M -$1.69M -30,346 -28%
CA
19
CGN Advisors
Kansas
$4.21M +$4.21M +75,524 New
EIA
20
Eldridge Investment Advisors
New Hampshire
$4.18M +$225K +4,041 +6%
SCM
21
Stonehearth Capital Management
Massachusetts
$4.14M +$218K +3,911 +6%
HighTower Advisors
22
HighTower Advisors
Illinois
$4.01M -$248K -4,452 -6%
LPT
23
Legacy Private Trust
Wisconsin
$3.92M +$2.06M +37,003 +111%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$3.34M – – –
LPL Financial
25
LPL Financial
California
$2.84M -$570K -10,234 -17%
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