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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
$19.2M +$1.95M +15,919 +11%
Ameriprise
27
Ameriprise
Minnesota
$17.4M +$2.94M +23,934 +20%
GI
28
Gradient Investments
Minnesota
$17.3M +$6.27M +51,102 +53%
5W
29
5T Wealth
California
$15.2M -$162K -1,324 -1%
HNH
30
Hopwood Nicholas Hunter
$14.3M +$1.23M +9,996 +9%
BCG
31
Bravias Capital Group
New Jersey
$13.3M +$128K +1,041 +0.9%
GVAG
32
Great Valley Advisor Group
Delaware
$13.2M +$2.49M +20,263 +22%
CW
33
CreativeOne Wealth
Kansas
$12.6M +$490K +3,992 +4%
FFA
34
Florida Financial Advisors
Florida
$12M +$614K +5,009 +5%
PAG
35
Private Advisor Group
New Jersey
$11.9M +$2.43M +19,776 +24%
AG
36
Ascent Group
Virginia
$11.2M +$381K +3,110 +3%
ACA
37
Aptus Capital Advisors
Alabama
$10.3M +$2.44M +19,881 +29%
GSWM
38
Golden State Wealth Management
California
$10M -$111K -902 -1%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$9.52M +$1.43M +11,662 +17%
AA
40
Alpha Advisors
Virginia
$9.42M +$425K +3,467 +5%
PJSIMP
41
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.23M +$589K +4,801 +6%
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$8.75M +$14.1K +115 +0.2%
MHR
43
Matthew Hamilton Rosenberg
$7.74M +$347K +2,831 +4%
UW
44
Unique Wealth
Florida
$7.67M +$8.03M +65,473 New
EWM
45
Elevation Wealth Management
Minnesota
$7.61M +$136K +1,105 +2%
SFP
46
Strategic Financial Planning
Texas
$7.53M +$19.8M +161,077 New
WF
47
Wayfinding Financial
Washington
$6.34M +$374K +3,052 +6%
LSPW
48
Lake Street Private Wealth
Illinois
$6.31M +$252K +2,058 +4%
NA
49
NewEdge Advisors
Louisiana
$6.19M -$187K -1,526 -3%
3IP
50
3Chopt Investment Partners
Virginia
$5.78M +$114K +926 +2%