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JPMorgan BetaBuilders US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Independent Financial Group
126
Independent Financial Group
California
$653K +$185K +1,506 +37%
SP
127
Sequent Planning
Nebraska
$642K +$154K +1,258 +30%
WIM
128
WealthPlan Investment Management
Nebraska
$638K – – –
UBS Group
129
UBS Group
Switzerland
$635K +$665K +5,422 New
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$619K -$21K -171 -3%
HRT Financial
131
HRT Financial
New York
$618K +$647K +5,274 New
Mariner
132
Mariner
Kansas
$609K +$365K +2,976 +134%
NJIM
133
Nabity-Jensen Investment Management
Nebraska
$601K – – –
Cary Street Partners
134
Cary Street Partners
Virginia
$589K +$492K +4,015 +396%
PW
135
Paladin Wealth
Minnesota
$587K +$139K +1,135 +29%
Advisors Capital Management
136
Advisors Capital Management
New Jersey
$565K – – –
MA
137
Mutual Advisors
Nebraska
$552K – – –
KFS
138
Kelly Financial Services
Massachusetts
$546K +$64.9K +529 +13%
Summit Financial
139
Summit Financial
New Jersey
$528K +$552K +4,504 New
Csenge Advisory Group
140
Csenge Advisory Group
Florida
$514K +$9.69K +79 +2%
CIAS
141
Capital Investment Advisory Services
North Carolina
$507K +$24.2K +197 +5%
MCA
142
Magnolia Capital Advisors
Mississippi
$497K +$520K +4,242 New
Bank of New York Mellon
143
Bank of New York Mellon
New York
$492K +$115K +937 +29%
OL
144
Owen LaRue
Kentucky
$483K -$73K -595 -13%
Independent Advisor Alliance
145
Independent Advisor Alliance
North Carolina
$466K +$488K +3,980 New
BFA
146
Brown Financial Advisors
Ohio
$447K +$148K +1,205 +46%
SG
147
StoneX Group
New York
$433K +$453K +3,695 New
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$419K +$219K +1,786 +100%
BFWM
149
Bright Futures Wealth Management
New York
$412K +$432K +3,520 New
GF
150
GGM Financials
Ohio
$363K -$132K -1,074 -26%