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JPMorgan BetaBuilders US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHR
51
Matthew Hamilton Rosenberg
$2.93M +$173K +1,630 +6%
LFG
52
Lockerman Financial Group
California
$2.92M +$675K +6,349 +28%
GWP
53
Gateway Wealth Partners
Wisconsin
$2.78M +$711K +6,691 +32%
Goldman Sachs
54
Goldman Sachs
New York
$2.52M -$2.08M -19,553 -44%
FWM
55
Fingerlakes Wealth Management
New York
$2.32M +$97.1K +913 +4%
FWP
56
Firethorn Wealth Partners
Georgia
$2.31M +$196K +1,845 +9%
VA
57
VestGen Advisors
Illinois
$2.22M +$2.34M +21,983 New
IA
58
IFP Advisors
Florida
$2.2M +$7.34K +69 +0.3%
GM
59
GeoWealth Management
Illinois
$2.2M -$43.2K -406 -2%
Raymond James Financial
60
Raymond James Financial
Florida
$2.19M -$25.4M -238,872 -92%
CSPIA
61
Cary Street Partners Investment Advisory
Virginia
$2.07M +$176K +1,659 +9%
JCM
62
Jacobi Capital Management
Pennsylvania
$2.05M -$1.45M -13,645 -40%
GVAG
63
Great Valley Advisor Group
Delaware
$2.04M +$2.15M +20,213 New
BRWA
64
B. Riley Wealth Advisors
Florida
$2.03M +$469K +4,410 +28%
SPI
65
Sutton Place Investors
New York
$2.02M +$117K +1,096 +6%
AF
66
Advisornet Financial
Minnesota
$1.91M +$9.57K +90 +0.5%
HWA
67
HMV Wealth Advisors
Louisiana
$1.87M
PW
68
Paladin Wealth
Minnesota
$1.84M +$1.94M +18,225 New
MFS
69
Mattson Financial Services
Michigan
$1.83M +$1.93M +18,109 New
CCFM
70
Clear Creek Financial Management
Washington
$1.69M +$1.78M +16,770 New
SFC
71
Strategic Financial Concepts
Texas
$1.61M +$212K +1,993 +14%
TPWA
72
Twin Peaks Wealth Advisors
California
$1.52M +$261K +2,459 +19%
ASN
73
Advisory Services Network
Georgia
$1.44M +$126K +1,188 +9%
TA
74
TFB Advisors
Kansas
$1.44M +$36.7K +345 +2%
IP
75
Ignite Planners
California
$1.39M +$311K +2,925 +27%