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JPMorgan BetaBuilders US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
26
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.66M +$548K +6,823 +20%
PAG
27
Private Advisor Group
New Jersey
$3.42M +$1.39M +17,234 +76%
LSPW
28
Lake Street Private Wealth
Illinois
$3.06M +$226K +2,807 +9%
GM
29
GeoWealth Management
Illinois
$3.02M -$161K -2,008 -5%
3IP
30
3Chopt Investment Partners
Virginia
$2.62M +$2.45M +30,500 New
IWC
31
Integrated Wealth Concepts
Massachusetts
$2.58M +$684K +8,506 +40%
WF
32
Wayfinding Financial
Washington
$2.54M +$439K +5,455 +23%
Citadel Advisors
33
Citadel Advisors
Florida
$2.37M +$2.22M +27,591 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$2.35M +$475K +5,915 +28%
SFS
35
Security Financial Services
Indiana
$1.68M +$109K +1,358 +7%
Ameriprise
36
Ameriprise
Minnesota
$1.67M -$124K -1,544 -7%
Goldman Sachs
37
Goldman Sachs
New York
$1.59M
FFA
38
Farther Finance Advisors
California
$1.29M +$308K +3,833 +34%
TCA
39
Transcend Capital Advisors
New Jersey
$1.29M +$139K +1,727 +13%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.26M +$203K +2,531 +21%
IA
41
IFP Advisors
Florida
$1.24M +$1.16M +14,484 New
TA
42
TFB Advisors
Kansas
$1.23M -$196K -2,443 -15%
LFG
43
Lockerman Financial Group
California
$1.23M +$336K +4,180 +41%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.21M +$1.07M +13,309 +1,676%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$1.19M +$604K +7,516 +118%
AWM
46
Apollon Wealth Management
South Carolina
$1.05M -$27.6K -343 -3%
GWP
47
Gateway Wealth Partners
Wisconsin
$977K +$376K +4,681 +70%
HighTower Advisors
48
HighTower Advisors
Illinois
$927K +$197K +2,452 +29%
NL
49
NWAM LLC
Washington
$882K +$161K +2,005 +24%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$869K +$813K +10,119 New