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JPMorgan BetaBuilders US Mid Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
26
Merited Wealth
Florida
$360K – – –
SPI
27
Sutton Place Investors
New York
$359K -$34.6K -309 -9%
SPIA
28
Steward Partners Investment Advisory
New York
$350K -$17.6K -157 -5%
GVAG
29
Great Valley Advisor Group
Delaware
$270K +$61K +544 +28%
TWM
30
Thrive Wealth Management
Pennsylvania
$247K +$37.9K +338 +17%
GWM
31
Geneos Wealth Management
Colorado
$227K -$17.5K -156 -7%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$78.7K +$51K +455 +168%
US Bancorp
33
US Bancorp
Minnesota
$15.8K +$16.4K +146 New
AssetMark Inc
34
AssetMark Inc
California
$15.2K -$896 -8 -5%
UBS Group
35
UBS Group
Switzerland
$14.1K +$14.6K +130 New
GF
36
GGM Financials
Ohio
$12.7K +$2.35K +21 +22%
LFA
37
LGT Financial Advisors
Texas
$11.7K -$1.34K -12 -10%
FFA
38
Founders Financial Alliance
North Carolina
$9.32K – – –
FFA
39
Farther Finance Advisors
California
$7.66K – – –
GSEP
40
Golden State Equity Partners
California
$6.83K +$7.06K +63 New
NA
41
NewEdge Advisors
Louisiana
$5.6K – – –
ACA
42
Aptus Capital Advisors
Alabama
$5.09K – – –
IAIM
43
International Assets Investment Management
Florida
$4.27K – – –
ASN
44
Advisory Services Network
Georgia
$4.17K +$4.26K +38 New
RF
45
Rossby Financial
Florida
$3.17K – – –
IA
46
IFP Advisors
Florida
$2.6K -$560 -5 -17%
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$1.63K – – –
WP
48
WealthShield Partners
North Carolina
$1.52K – – –
SWM
49
Spire Wealth Management
Virginia
$1.52K +$448 +4 +40%
AWM
50
Angeles Wealth Management
California
$1.52K +$1.57K +14 New