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JPMorgan BetaBuilders US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Drive Wealth Management
Utah
$27.3M +$4.47M +34,243 +20%
Ameriprise
27
Ameriprise
Minnesota
$24.6M +$4.82M +36,886 +25%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$24M +$1.39M +10,672 +6%
GI
29
Gradient Investments
Minnesota
$20M +$185K +1,415 +1%
5W
30
5T Wealth
California
$17.9M +$336K +2,568 +2%
HNH
31
Hopwood Nicholas Hunter
$17.5M +$1.08M +8,299 +7%
IA
32
IFG Advisory
Georgia
$16.4M +$15.9M +121,695 New
BCG
33
Bravias Capital Group
New Jersey
$15.5M +$151K +1,155 +1%
GVAG
34
Great Valley Advisor Group
Delaware
$15.4M +$160K +1,226 +1%
UW
35
Unique Wealth
Florida
$14.2M +$5.24M +40,086 +61%
CW
36
CreativeOne Wealth
Kansas
$14.1M -$284K -2,175 -2%
ACA
37
Aptus Capital Advisors
Alabama
$14.1M +$2.26M +17,269 +20%
FFA
38
Florida Financial Advisors
Florida
$14.1M +$248K +1,896 +2%
AG
39
Ascent Group
Virginia
$13.1M +$205K +1,571 +2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$12M +$1.02M +7,770 +10%
PJSIMP
41
P.J. Schmidt Investment Management (PJS)
Wisconsin
$10.5M -$138K -1,057 -1%
PAG
42
Private Advisor Group
New Jersey
$10M -$3.51M -26,897 -27%
EH
43
Equitable Holdings
New York
$9.52M +$3.69M +28,216 +66%
MHR
44
Matthew Hamilton Rosenberg
$9.41M +$499K +3,815 +6%
MPWT
45
MassMutual Private Wealth & Trust
Connecticut
$9.19M -$847K -6,483 -9%
FFA
46
Farther Finance Advisors
California
$9.15M +$5.71M +43,719 +180%
EWM
47
Elevation Wealth Management
Minnesota
$8.6M -$143K -1,094 -2%
AA
48
Alpha Advisors
Virginia
$8.03M -$2.72M -20,821 -26%
GSWM
49
Golden State Wealth Management
California
$7.87M -$3.51M -26,877 -32%
WF
50
Wayfinding Financial
Washington
$7.11M -$170K -1,299 -2%