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JPMorgan BetaBuilders US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
151
Brown Financial Advisors
Ohio
$545K +$29.8K +228 +6%
SFC
152
Strategic Financial Concepts
Texas
$480K -$2.48M -18,984 -84%
KAS
153
Kestra Advisory Services
Texas
$452K -$483K -3,698 -52%
SWM
154
SeaCrest Wealth Management
New York
$438K +$425K +3,250 New
BCM
155
Brookstone Capital Management
Illinois
$419K +$3.01K +23 +0.7%
GF
156
GGM Financials
Ohio
$414K -$3.53K -27 -0.9%
WIM
157
WealthPlan Investment Management
Nebraska
$405K -$318K -2,436 -45%
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$405K +$3.27K +25 +0.8%
TA
159
TFB Advisors
Kansas
$387K +$28.6K +219 +8%
FA
160
Flagstar Advisors
New York
$387K +$61.2K +468 +19%
SVWG
161
Shared Vision Wealth Group
United States
$383K -$6.79K -52 -2%
SC
162
Savant Capital
Illinois
$375K +$119K +909 +49%
BPA
163
Beacon Pointe Advisors
California
$363K – – –
AIC
164
Archer Investment Corporation
Indiana
$363K – – –
GWM
165
Geneos Wealth Management
Colorado
$359K -$1.03M -7,859 -75%
Betterment LLC
166
Betterment LLC
New York
$355K +$344K +2,635 New
ACM
167
Absolute Capital Management
Pennsylvania
$353K +$35.4K +271 +12%
CSP
168
Cary Street Partners
Virginia
$347K -$321K -2,455 -49%
OHWP
169
Oak Harbor Wealth Partners
North Carolina
$327K +$57.5K +440 +22%
P
170
&Partners
Tennessee
$302K +$61.9K +474 +27%
GC
171
Grimes & Company
Massachusetts
$300K +$784 +6 +0.3%
WG
172
Welch Group
Alabama
$299K -$1.31K -10 -0.4%
MCA
173
Magnolia Capital Advisors
Mississippi
$290K -$273K -2,091 -49%
SA
174
Sanctuary Advisors
Indiana
$289K -$53.2K -407 -16%
HA
175
Herold Advisors
New York
$269K – – –