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JPMorgan BetaBuilders US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
201
Harbour Investments
Wisconsin
$39K – – –
SAM
202
Smartleaf Asset Management
Massachusetts
$38.1K – – –
Bessemer Group
203
Bessemer Group
New Jersey
$35K +$34K +260 New
WB
204
Webster Bank
Connecticut
$25.9K – – –
BL
205
BFSG LLC
California
$25.7K +$25K +191 New
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$25.6K -$44.6K -341 -64%
SIM
207
Synergy Investment Management
Florida
$24.4K – – –
CTWM
208
Cherry Tree Wealth Management
Minnesota
$22.4K – – –
VR
209
Vision Retirement
New Jersey
$21.7K – – –
SS
210
SBI Securities
Japan
$20.6K -$4.31K -33 -18%
CICI
211
Capital Investment Counsel Inc
North Carolina
$19.4K – – –
MAS
212
MPWM Advisory Solutions
Georgia
$18.5K – – –
JFA
213
JNBA Financial Advisors
Minnesota
$18.3K – – –
Russell Investments Group
214
Russell Investments Group
United Kingdom
$17.6K -$4.7K -36 -22%
CFD
215
Creative Financial Designs
Indiana
$16.7K – – –
SPIA
216
Steward Partners Investment Advisory
New York
$15.4K – – –
AAP
217
Arax Advisory Partners
Colorado
$14.7K -$62.3K -477 -81%
LF
218
LifeSteps Financial
California
$13.7K +$13.3K +102 New
TCM
219
Triumph Capital Management
Colorado
$13.5K – – –
TTIC
220
Tower Trust & Investment Company
Iowa
$13.2K +$12.8K +98 New
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$11.5K – – –
CA
222
Continuum Advisory
Idaho
$11.4K +$11.1K +85 New
MSG
223
Main Street Group
Virginia
$11.2K – – –
SWP
224
Strategic Wealth Partners
Ohio
$6.87K – – –
EWA
225
EverSource Wealth Advisors
Alabama
$6.79K – – –