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JPMorgan BetaBuilders US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$515M +$31M +384,079 +6%
AssetMark Inc
2
AssetMark Inc
California
$48.6M +$14.9M +184,502 +45%
CWM
3
Cornerstone Wealth Management
Missouri
$44.2M +$43.5M +539,717 New
Morgan Stanley
4
Morgan Stanley
New York
$37.9M +$10.8M +133,483 +41%
5L
5
55I LLC
Massachusetts
$31.7M +$9.77M +121,219 +46%
IA
6
Integrity Advisory
Kansas
$16.5M +$16.3M +201,789 New
MPWT
7
MassMutual Private Wealth & Trust
Connecticut
$11.5M -$78.7K -976 -0.7%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$10.4M +$3.73M +46,254 +57%
LPL Financial
9
LPL Financial
California
$9.84M +$8.84M +109,694 +1,036%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$9.8M +$9.65M +119,771 New
BWM
11
BCGM Wealth Management
Indiana
$5.63M -$9.6M -119,146 -61%
SWM
12
SFG Wealth Management
Maryland
$4.26M +$1.48M +18,314 +54%
OPS
13
Orion Portfolio Solutions
Nebraska
$3.77M +$3.72M +46,101 New
Osaic Holdings
14
Osaic Holdings
Arizona
$3.63M +$822K +10,205 +16%
FTUS
15
Flow Traders U.S.
New York
$3.12M +$2.75M +34,156 +855%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.21M +$498K +6,178 +30%
SFS
17
Security Financial Services
Indiana
$1.82M +$200K +2,476 +12%
AG
18
Ascent Group
Virginia
$1.56M +$401K +4,974 +35%
TCA
19
Transcend Capital Advisors
New Jersey
$1.3M +$696K +8,631 +118%
HighTower Advisors
20
HighTower Advisors
Illinois
$652K +$210K +2,611 +49%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$574K +$356K +4,417 +170%
NL
22
NWAM LLC
Washington
$560K +$551K +6,843 New
LSPW
23
Lake Street Private Wealth
Illinois
$478K +$471K +5,840 New
CBFP
24
Cedar Brook Financial Partners
Ohio
$385K +$112K +1,389 +42%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$314K +$309K +3,838 New