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JPMorgan BetaBuilders US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$13.4M +$7.04M +68,045 +132%
BCI
27
Brinker Capital Investments
Pennsylvania
$13.3M -$36K -348 -0.3%
Bank of America
28
Bank of America
North Carolina
$12M +$6.61M +63,899 +147%
BCG
29
Bravias Capital Group
New Jersey
$12M +$318K +3,077 +3%
FFA
30
Florida Financial Advisors
Florida
$11.7M -$85K -822 -0.8%
CW
31
CreativeOne Wealth
Kansas
$11.5M -$1.05M -10,161 -9%
5W
32
5T Wealth
California
$11.3M +$1.11M +10,777 +12%
IWC
33
Integrated Wealth Concepts
Massachusetts
$11.2M +$1.81M +17,457 +21%
BOC
34
Blue Oak Capital
California
$11.1M -$2.22M -21,434 -18%
PJSIMP
35
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.73M -$57.5K -556 -0.7%
MPWT
36
MassMutual Private Wealth & Trust
Connecticut
$8.54M -$1.08M -10,399 -12%
AA
37
Alpha Advisors
Virginia
$8.43M +$7.79M +75,360 New
GVAG
38
Great Valley Advisor Group
Delaware
$8.34M +$5.62M +54,320 +269%
Ameriprise
39
Ameriprise
Minnesota
$8.21M -$3.03M -29,293 -29%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$7.84M -$838K -8,104 -10%
MHR
41
Matthew Hamilton Rosenberg
$7.2M +$3.65M +35,275 +121%
ACS
42
Archford Capital Strategies
Illinois
$7.02M -$2.39M -23,149 -27%
PAG
43
Private Advisor Group
New Jersey
$6.32M -$720K -6,962 -11%
ACA
44
Aptus Capital Advisors
Alabama
$6.19M +$1.36M +13,168 +31%
WF
45
Wayfinding Financial
Washington
$5.21M -$124K -1,202 -3%
AG
46
Ascent Group
Virginia
$5.06M +$343K +3,321 +8%
Raymond James Financial
47
Raymond James Financial
Florida
$5.06M +$2.43M +23,483 +108%
LSPW
48
Lake Street Private Wealth
Illinois
$4.95M -$356K -3,446 -7%
VA
49
VestGen Advisors
Illinois
$4.75M +$2.02M +19,545 +89%
3IP
50
3Chopt Investment Partners
Virginia
$4.73M -$682K -6,594 -14%