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JPMorgan BetaBuilders US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPI
76
Sutton Place Investors
New York
$2.46M +$16.9K +138 +0.7%
IWP
77
IAG Wealth Partners
Wisconsin
$2.37M -$261K -2,132 -10%
GM
78
GeoWealth Management
Illinois
$2.36M +$43.3K +354 +2%
SFC
79
Strategic Financial Concepts
Texas
$2.3M +$1.82M +14,901 +400%
GWP
80
Gateway Wealth Partners
Wisconsin
$2.28M +$301K +2,460 +15%
ACS
81
Archford Capital Strategies
Illinois
$2.24M -$147K -1,200 -6%
TPWA
82
Twin Peaks Wealth Advisors
California
$1.97M +$61.6K +503 +3%
DWM
83
Diversify Wealth Management
Utah
$1.97M +$1.92M +15,676 New
IP
84
Ignite Planners
California
$1.96M +$83.2K +680 +5%
Citadel Advisors
85
Citadel Advisors
Florida
$1.91M +$1.9M +15,506 New
SWM
86
Silverlake Wealth Management
Vermont
$1.83M +$470K +3,842 +35%
VA
87
VestGen Advisors
Illinois
$1.79M -$3.35M -27,349 -65%
NFG
88
Nations Financial Group
Iowa
$1.68M -$110K -895 -6%
MFS
89
Mattson Financial Services
Michigan
$1.66M -$734 -6 -0%
GRP
90
Global Retirement Partners
California
$1.42M -$6K -49 -0.4%
ASN
91
Advisory Services Network
Georgia
$1.39M +$57K +466 +4%
GWM
92
Geneos Wealth Management
Colorado
$1.39M +$60.6K +495 +5%
JWCA
93
J.W. Cole Advisors
Florida
$1.33M +$176K +1,436 +15%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$1.31M +$704K +5,754 +119%
KWA
95
Kingswood Wealth Advisors
California
$1.3M +$19.8K +162 +2%
HighTower Advisors
96
HighTower Advisors
Illinois
$1.24M +$133K +1,085 +12%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$1.24M -$896K -7,322 -42%
FNWM
98
Financial Network Wealth Management
Utah
$1.21M +$71K +580 +6%
AWMI
99
Aegis Wealth Management (Iowa)
Iowa
$1.2M +$1.2M +9,765 New
TA
100
TFB Advisors
Kansas
$1.2M +$11.5K +94 +1%