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JPMorgan BetaBuilders US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
151
IHT Wealth Management
Illinois
$279K -$3.18K -26 -1%
WG
152
Welch Group
Alabama
$275K
Mariner
153
Mariner
Kansas
$274K +$367 +3 +0.1%
GC
154
Grimes & Company
Massachusetts
$273K +$857 +7 +0.3%
FA
155
Fortis Advisors
Pennsylvania
$255K +$734 +6 +0.3%
HA
156
Herold Advisors
New York
$247K
CIA
157
Concurrent Investment Advisors
Florida
$246K +$244K +1,994 New
JC
158
JB Capital
Connecticut
$243K +$734 +6 +0.3%
WDL
159
Well Done LLC
Michigan
$240K
WJWM
160
Williams Jones Wealth Management
New York
$230K +$229K +1,868 New
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$230K
Wells Fargo
162
Wells Fargo
California
$229K -$14.1K -115 -6%
Betterment LLC
163
Betterment LLC
New York
$223K +$14.7K +120 +7%
PFGIA
164
Patriot Financial Group Insurance Agency
Massachusetts
$220K
TFA
165
Transamerica Financial Advisors
Florida
$218K -$2.81K -23 -1%
TIM
166
Total Investment Management
Arizona
$218K
FFC
167
Frederick Financial Consultants
Maryland
$216K
BFP
168
Birchwood Financial Partners
Minnesota
$207K +$206K +1,683 New
P
169
&Partners
Tennessee
$207K +$206K +1,682 New
MWM
170
Mascagni Wealth Management
Mississippi
$207K -$13.1K -107 -6%
AA
171
Ancora Advisors
Ohio
$198K
AWM
172
AE Wealth Management
Kansas
$186K +$172K +1,409 +1,438%
IAIM
173
International Assets Investment Management
Florida
$159K +$157K +1,286 New
Comerica Bank
174
Comerica Bank
Texas
$158K
SWM
175
Spire Wealth Management
Virginia
$157K -$9.91K -81 -6%