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JPMorgan BetaBuilders US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACS
26
Archford Capital Strategies
Illinois
$9.21M +$500K +5,013 +6%
MPWT
27
MassMutual Private Wealth & Trust
Connecticut
$9.18M +$771K +7,733 +10%
Ameriprise
28
Ameriprise
Minnesota
$8.84M +$4.07M +40,748 +91%
PJSIMP
29
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.9M +$463K +4,640 +6%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$7.51M +$4.52M +45,258 +166%
PAG
31
Private Advisor Group
New Jersey
$6M +$2.39M +23,963 +71%
EH
32
Equitable Holdings
New York
$5.17M +$4.98M +49,882 New
IWC
33
Integrated Wealth Concepts
Massachusetts
$4.83M +$485K +4,864 +12%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$4.78M +$1.66M +16,686 +57%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4.6M -$282K -2,828 -6%
LSPW
36
Lake Street Private Wealth
Illinois
$4.36M +$657K +6,585 +19%
WF
37
Wayfinding Financial
Washington
$4.17M +$660K +6,619 +20%
AG
38
Ascent Group
Virginia
$4.15M +$54.8K +549 +1%
JCM
39
Jacobi Capital Management
Pennsylvania
$3.61M -$1.99M -19,898 -36%
FFA
40
Farther Finance Advisors
California
$3.43M +$1.83M +18,340 +124%
3IP
41
3Chopt Investment Partners
Virginia
$3.38M +$407K +4,076 +14%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$3.22M +$3.09M +31,001 +46,270%
GM
43
GeoWealth Management
Illinois
$2.73M +$236K +2,362 +10%
MHR
44
Matthew Hamilton Rosenberg
$2.54M +$675K +6,766 +38%
LFG
45
Lockerman Financial Group
California
$2.34M +$597K +5,989 +36%
ACA
46
Aptus Capital Advisors
Alabama
$2.32M +$664K +6,658 +42%
IA
47
IFP Advisors
Florida
$2.26M +$411K +4,119 +23%
TCA
48
Transcend Capital Advisors
New Jersey
$2.2M +$225K +2,257 +12%
FWP
49
Firethorn Wealth Partners
Georgia
$2.15M +$917K +9,194 +80%
FWM
50
Fingerlakes Wealth Management
New York
$2.07M +$848K +8,497 +74%