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JPMorgan BetaBuilders US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
51
Golden State Wealth Management
California
$7.87M -$3.51M -26,877 -32%
WF
52
Wayfinding Financial
Washington
$7.11M -$170K -1,299 -2%
LSPW
53
Lake Street Private Wealth
Illinois
$6.86M -$382K -2,921 -5%
3IP
54
3Chopt Investment Partners
Virginia
$6.33M -$299K -2,287 -5%
IA
55
IFP Advisors
Florida
$6.2M +$924K +7,071 +18%
MOS
56
MGO One Seven
Ohio
$5.52M -$6.27K -48 -0.1%
LEA
57
Legacy Edge Advisors
New York
$5.33M +$313K +2,396 +6%
TWP
58
Triad Wealth Partners
Kansas
$5.22M +$784 +6 +0%
NA
59
NewEdge Advisors
Louisiana
$4.87M -$2.18M -16,664 -32%
HF
60
HRT Financial
New York
$4.82M +$3.99M +30,537 +579%
Creative Planning
61
Creative Planning
Kansas
$4.71M -$844K -6,460 -16%
FWM
62
Fingerlakes Wealth Management
New York
$4.5M +$420K +3,214 +11%
LFG
63
Lockerman Financial Group
California
$4.27M +$260K +1,992 +7%
VT
64
Vise Technologies
New York
$4.19M +$4.06M +31,098 New
MMA
65
Miracle Mile Advisors
California
$4.08M -$39.5K -302 -1%
AIM
66
Archer Investment Management
Texas
$4.01M +$450K +3,443 +13%
SWM
67
Silverlake Wealth Management
Vermont
$4.01M +$1.31M +10,037 +51%
AF
68
Advisornet Financial
Minnesota
$3.95M +$553K +4,234 +17%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$3.65M +$65.2K +499 +2%
CCFM
70
Clear Creek Financial Management
Washington
$3.57M -$154K -1,180 -4%
CSPIA
71
Cary Street Partners Investment Advisory
Virginia
$3.42M +$619K +4,740 +23%
FWP
72
Firethorn Wealth Partners
Georgia
$3.35M -$211K -1,618 -6%
JCM
73
Jacobi Capital Management
Pennsylvania
$3.25M +$195K +1,492 +7%
MW
74
Merited Wealth
Florida
$3.09M -$33.6K -257 -1%
Bank of America
75
Bank of America
North Carolina
$3.07M +$188K +1,440 +7%