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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
$689M +$39.6M +866,843 +6%
SP
2
Symmetry Partners
Connecticut
$70.3M -$913K -20,000 -1%
Bank of America
3
Bank of America
North Carolina
$43.8M -$14.1M -308,788 -24%
BFG
4
Berger Financial Group
Minnesota
$40.7M -$2.09M -45,703 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$29.4M -$863K -18,899 -3%
CCA
6
Clearwater Capital Advisors
Illinois
$21.5M +$10.7M +233,378 +99%
HighTower Advisors
7
HighTower Advisors
Illinois
$13.7M +$2.26M +49,465 +20%
CW
8
CreativeOne Wealth
Kansas
$11.7M -$4.19M -91,812 -26%
HCA
9
Heck Capital Advisors
Wisconsin
$11.6M +$11.5M +252,370 New
LPT
10
Legacy Private Trust
Wisconsin
$9.85M -$3.85M -84,258 -28%
RJA
11
Raymond James & Associates
Florida
$8M -$764K -16,744 -9%
AC
12
Apella Capital
Connecticut
$6.57M +$3.12M +68,293 +91%
CA
13
CGN Advisors
Kansas
$6.21M +$716K +15,678 +13%
Citadel Advisors
14
Citadel Advisors
Florida
$6.01M +$5.99M +131,269 New
GM
15
GeoWealth Management
Illinois
$5.79M -$168K -3,686 -3%
NAS
16
Nicolet Advisory Services
Wisconsin
$4.51M -$127K -2,781 -3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$4.47M -$171K -3,740 -4%
B
18
Bensler
Washington
$4.3M +$4.28M +93,800 New
VCM
19
Vivaldi Capital Management
Illinois
$3.44M +$3.35M +73,366 New
Jane Street
20
Jane Street
New York
$3.08M +$757K +16,570 +33%
LWM
21
Lodestone Wealth Management
Washington
$2.82M +$2.81M +61,581 New
AWM
22
AE Wealth Management
Kansas
$2.26M -$179K -3,931 -7%
RWPA
23
Richard W. Paul & Associates
Michigan
$2.24M +$2.23M +48,942 New
IA
24
Integrity Advisory
Kansas
$2.18M +$2.17M +47,539 New
LPL Financial
25
LPL Financial
California
$2.14M +$8.49K +186 +0.4%
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