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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
$748M +$107M +2,061,668 +16%
SP
2
Symmetry Partners
Connecticut
$61.3M +$63.1M +1,213,000 New
Bank of America
3
Bank of America
North Carolina
$49M +$40.9M +787,182 +429%
BFG
4
Berger Financial Group
Minnesota
$46.8M +$5.77M +110,946 +14%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$36.7M -$2.45M -47,137 -6%
AWAG
6
ARS Wealth Advisors Group
Florida
$20.7M -$411K -7,894 -2%
CW
7
CreativeOne Wealth
Kansas
$18.4M +$5.43M +104,333 +40%
RJA
8
Raymond James & Associates
Florida
$14.7M -$135K -2,602 -0.9%
HighTower Advisors
9
HighTower Advisors
Illinois
$12.2M +$5.05M +97,176 +67%
Citadel Advisors
10
Citadel Advisors
Florida
$10.2M +$10.5M +201,611 New
IDA
11
Intelligence Driven Advisers
California
$9.82M -$1.12M -21,620 -10%
Morgan Stanley
12
Morgan Stanley
New York
$8.81M -$8.54M -164,262 -49%
HCA
13
Heck Capital Advisors
Wisconsin
$7.76M +$71.6K +1,376 +0.9%
GM
14
GeoWealth Management
Illinois
$6.63M +$1.71M +32,840 +33%
5L
15
55I LLC
Massachusetts
$5.62M -$8.19M -157,520 -59%
CA
16
CGN Advisors
Kansas
$5.54M -$5.15K -99 -0.1%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$5.07M -$431K -8,279 -8%
OMC
18
Old Mission Capital
Illinois
$4.67M +$1.01M +19,328 +26%
AWM
19
AE Wealth Management
Kansas
$4.36M +$33K +635 +0.7%
LPT
20
Legacy Private Trust
Wisconsin
$3.9M -$1.21M -23,347 -23%
WEG
21
World Equity Group
Illinois
$2.3M +$2.36M +45,466 New
B
22
Bailard
California
$2.14M +$133K +2,560 +6%
AI
23
Atria Investments
North Carolina
$2.05M -$193K -3,705 -8%
SDWIA
24
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.86M -$14.9K -286 -0.8%
KAS
25
Kestra Advisory Services
Texas
$1.64M -$4.73K -91 -0.3%
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