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JPMorgan BetaBuilders US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
76
Jacobi Capital Management
Pennsylvania
$2.65M +$161K +1,310 +6%
SFC
77
Strategic Financial Concepts
Texas
$2.64M +$481K +3,920 +21%
Bank of America
78
Bank of America
North Carolina
$2.5M -$198K -1,617 -7%
CSPIA
79
Cary Street Partners Investment Advisory
Virginia
$2.42M +$29.9K +244 +1%
GM
80
GeoWealth Management
Illinois
$2.41M +$173K +1,410 +7%
VA
81
VestGen Advisors
Illinois
$2.38M +$414K +3,379 +23%
IWP
82
IAG Wealth Partners
Wisconsin
$2.34M +$87.8K +716 +4%
HBFP
83
Henderson Brothers Financial Partners
Pennsylvania
$2.33M +$2.44M +19,908 New
SPI
84
Sutton Place Investors
New York
$2.33M -$4.29K -35 -0.2%
EWA
85
Emergent Wealth Advisors
New York
$2.32M +$1.69M +13,776 +230%
SWM
86
Silverlake Wealth Management
Vermont
$2.31M +$597K +4,865 +33%
MFS
87
Mattson Financial Services
Michigan
$1.86M +$295K +2,406 +18%
TPWA
88
Twin Peaks Wealth Advisors
California
$1.85M +$245 +2 +0%
IP
89
Ignite Planners
California
$1.83M -$14.3K -117 -0.7%
KWS
90
Keystone Wealth Services
California
$1.82M +$1.91M +15,554 New
AWA
91
Arkadios Wealth Advisors
Georgia
$1.76M +$1.32M +10,776 +255%
SIC
92
Salem Investment Counselors
North Carolina
$1.65M +$544K +4,434 +46%
DWM
93
Diversify Wealth Management
Utah
$1.58M -$416K -3,394 -22%
NFG
94
Nations Financial Group
Iowa
$1.54M -$59K -481 -4%
IWM
95
IHT Wealth Management
Illinois
$1.51M +$1.3M +10,619 +469%
ACS
96
Archford Capital Strategies
Illinois
$1.48M -$676K -5,510 -30%
ASN
97
Advisory Services Network
Georgia
$1.42M +$105K +857 +8%
HighTower Advisors
98
HighTower Advisors
Illinois
$1.36M +$189K +1,545 +15%
AWMI
99
Aegis Wealth Management (Iowa)
Iowa
$1.32M +$188K +1,535 +16%
HPM
100
Hoxton Planning & Management
West Virginia
$1.32M +$411K +3,354 +42%