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JPMorgan BetaBuilders US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
51
Jacobi Capital Management
Pennsylvania
$822K +$291K +3,618 +61%
MHR
52
Matthew Hamilton Rosenberg
$782K +$103K +1,279 +16%
CA
53
Cetera Advisors
Colorado
$778K +$197K +2,451 +37%
SPI
54
Sutton Place Investors
New York
$754K +$28.2K +351 +4%
IP
55
Ignite Planners
California
$630K +$110K +1,374 +23%
FWM
56
Fingerlakes Wealth Management
New York
$544K +$104K +1,297 +26%
FNWM
57
Financial Network Wealth Management
Utah
$517K +$59.6K +741 +14%
TPWA
58
Twin Peaks Wealth Advisors
California
$491K +$460K +5,717 New
CFGS
59
Concourse Financial Group Securities
Alabama
$485K +$180K +2,233 +65%
GAG
60
Goodman Advisory Group
Massachusetts
$468K +$438K +5,453 New
PTC
61
Private Trust Company
Ohio
$454K +$125K +1,553 +42%
RFS
62
Richardson Financial Services
Massachusetts
$427K +$400K +4,975 New
GIA
63
Gladstone Institutional Advisory
Florida
$365K +$341K +4,246 New
MA
64
Mutual Advisors
Nebraska
$347K -$804 -10 -0.2%
FWP
65
Firethorn Wealth Partners
Georgia
$309K +$289K +3,601 New
PA
66
PFG Advisors
Arizona
$287K +$19K +236 +8%
AWS
67
Atria Wealth Solutions
New York
$267K +$322 +4 +0.1%
PCIA
68
Prime Capital Investment Advisors
Kansas
$259K +$31.7K +394 +15%
ASN
69
Advisory Services Network
Georgia
$253K +$237K +2,946 New
WTC
70
WhitTier Trust Company
Nevada
$252K +$235K +2,929 New
GRP
71
Global Retirement Partners
California
$244K +$168K +2,091 +279%
HA
72
Herold Advisors
New York
$236K
WG
73
Welch Group
Alabama
$234K
SVWG
74
Shared Vision Wealth Group
United States
$232K +$217K +2,702 New
Betterment LLC
75
Betterment LLC
New York
$226K +$212K +2,636 New