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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%
Allianz Asset Management
30
Allianz Asset Management
Germany
$19M +$18.4M +141,100 New
5W
31
5T Wealth
California
$17.9M +$336K +2,568 +2%
HNH
32
Hopwood Nicholas Hunter
$17.5M +$1.08M +8,299 +7%
IA
33
IFG Advisory
Georgia
$16.4M +$15.9M +121,695 New
BCG
34
Bravias Capital Group
New Jersey
$15.5M +$151K +1,155 +1%
GVAG
35
Great Valley Advisor Group
Delaware
$15.4M +$160K +1,226 +1%
PGFG
36
Pine Grove Financial Group
Minnesota
$14.5M +$2.14M +16,405 +17%
UW
37
Unique Wealth
Florida
$14.2M +$5.24M +40,086 +61%
CW
38
CreativeOne Wealth
Kansas
$14.1M -$284K -2,175 -2%
ACA
39
Aptus Capital Advisors
Alabama
$14.1M +$2.26M +17,269 +20%
FFA
40
Florida Financial Advisors
Florida
$14.1M +$248K +1,896 +2%
AG
41
Ascent Group
Virginia
$13.1M +$205K +1,571 +2%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$12M +$1.02M +7,770 +10%
PJSIMP
43
P.J. Schmidt Investment Management (PJS)
Wisconsin
$10.5M -$138K -1,057 -1%
PAG
44
Private Advisor Group
New Jersey
$10M -$3.51M -26,897 -27%
EH
45
Equitable Holdings
New York
$9.52M +$3.69M +28,216 +66%
MHR
46
Matthew Hamilton Rosenberg
$9.41M +$499K +3,815 +6%
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$9.19M -$847K -6,483 -9%
FFA
48
Farther Finance Advisors
California
$9.15M +$5.71M +43,719 +180%
EWM
49
Elevation Wealth Management
Minnesota
$8.6M -$143K -1,094 -2%
AA
50
Alpha Advisors
Virginia
$8.03M -$2.72M -20,821 -26%