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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 +$10.6M +194,255 +4%
IWC
2
Integrated Wealth Concepts
Massachusetts
$34.6M -$2.97M -54,312 -8%
TIM
3
Total Investment Management
Arizona
$26.8M -$29.3M -536,551 -52%
AF
4
Allworth Financial
California
$18.9M +$19.1M +349,898 +11,691%
RJA
5
Raymond James & Associates
Florida
$14.4M +$660K +12,086 +5%
IDA
6
Intelligence Driven Advisers
California
$12.2M +$992K +18,163 +9%
MPWT
7
MassMutual Private Wealth & Trust
Connecticut
$9.96M +$25K +457 +0.2%
LPT
8
Legacy Private Trust
Wisconsin
$9.38M +$5.7M +104,324 +148%
SPL
9
Smart Portfolios LLC
Washington
$7.66M +$742K +13,593 +11%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.41M -$42K -769 -0.6%
CCG
11
Cypress Capital Group
Florida
$7.01M +$211K +3,870 +3%
MIAN
12
Mariner Independent Advisor Network
Kansas
$5.88M +$165K +3,022 +3%
SWM
13
Strategic Wealth Management
Washington
$5.87M +$470K +8,608 +9%
Morgan Stanley
14
Morgan Stanley
New York
$5.86M +$1.27M +23,218 +27%
CA
15
CGN Advisors
Kansas
$5.07M +$1.03M +18,857 +25%
EIA
16
Eldridge Investment Advisors
New Hampshire
$4.11M +$81.8K +1,497 +2%
Citadel Advisors
17
Citadel Advisors
Florida
$3.82M -$1.63M -29,798 -30%
Bank of America
18
Bank of America
North Carolina
$3.5M +$1.4M +25,638 +65%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$3.4M – – –
AWM
20
AE Wealth Management
Kansas
$2.73M +$157K +2,879 +6%
LPL Financial
21
LPL Financial
California
$2.47M -$275K -5,033 -10%
GM
22
GeoWealth Management
Illinois
$2.4M -$2.01M -36,833 -45%
FWM
23
Frontier Wealth Management
Missouri
$2.28M -$16.8K -308 -0.7%
B
24
Bailard
California
$2.13M -$21.8K -399 -1%
AI
25
Atria Investments
North Carolina
$1.99M +$220K +4,033 +12%
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