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JPMorgan BetaBuilders MSCI US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$125K +$10.3K +107 +8%
Wells Fargo
27
Wells Fargo
California
$82K -$1.26K -13 -1%
Osaic Holdings
28
Osaic Holdings
Arizona
$43K -$34.7K -359 -42%
SIS
29
Sound Income Strategies
Florida
$43K +$290 +3 +0.6%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$40K +$44.4K +460 New
Tower Research Capital (TRC)
31
Tower Research Capital (TRC)
New York
$24K +$25.9K +268 New
Fidelity Investments
32
Fidelity Investments
Massachusetts
$20K – – –
RWM
33
Raffa Wealth Management
District of Columbia
$19.3K +$1.06K +11 +5%
UBS Group
34
UBS Group
Switzerland
$13K +$14K +145 New
Steward Partners Investment Advisory
35
Steward Partners Investment Advisory
New York
$10K – – –
IFP Advisors
36
IFP Advisors
Florida
$8K – – –
EverSource Wealth Advisors
37
EverSource Wealth Advisors
Alabama
$7K – – –
MassMutual Private Wealth & Trust
38
MassMutual Private Wealth & Trust
Connecticut
$7K +$2.13K +22 +35%
AssetMark Inc
39
AssetMark Inc
California
$5K -$39.4K -408 -87%
IRC
40
Investors Research Corp
Georgia
$2K +$676 +7 +37%
Mirae Asset Global Investments
41
Mirae Asset Global Investments
South Korea
– -$4.22M -39,700 Closed
FWM
42
Forefront Wealth Management
Pennsylvania
– -$3.22M -30,275 Closed
55I LLC
43
55I LLC
Massachusetts
– -$428K -4,020 Closed
AE Wealth Management
44
AE Wealth Management
Kansas
– -$416K -3,910 Closed
Harel Insurance Investments & Financial Services
45
Harel Insurance Investments & Financial Services
Israel
– -$33K -310 Closed
HA
46
Herold Advisors
New York
– -$6.38K -60 Closed
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
– -$1K -5 Closed