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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
$667M +$107M +1,419,206 +20%
LPL Financial
2
LPL Financial
California
$61.8M +$3.68M +48,868 +7%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$47.8M +$13.2M +175,392 +41%
Morgan Stanley
4
Morgan Stanley
New York
$46.3M +$12.5M +165,257 +40%
CWM
5
Cornerstone Wealth Management
Missouri
$46M +$554K +7,350 +1%
AssetMark Inc
6
AssetMark Inc
California
$33.9M -$1.68M -22,341 -5%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$29.6M +$5.39M +71,540 +24%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$13M +$257K +3,414 +2%
CW
9
CreativeOne Wealth
Kansas
$7.52M +$7.11M +94,299 New
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$7.5M +$185K +2,453 +3%
BCI
11
Brinker Capital Investments
Pennsylvania
$6.61M +$1.63M +21,646 +35%
OPS
12
Orion Portfolio Solutions
Nebraska
$6.61M +$1.63M +21,646 +35%
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$6.39M -$925K -12,267 -13%
IA
14
IFG Advisory
Georgia
$4.89M +$71.5K +948 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.23M -$93.7K -1,243 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.34M -$626K -8,309 -17%
GM
17
GeoWealth Management
Illinois
$2.94M +$2.78M +36,893 New
Ameriprise
18
Ameriprise
Minnesota
$2.87M -$4.19M -55,637 -61%
LSPW
19
Lake Street Private Wealth
Illinois
$2.28M -$42.2K -560 -2%
WF
20
Wayfinding Financial
Washington
$2M +$44K +583 +2%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.57M +$181K +2,405 +14%
CAN
22
Cetera Advisor Networks
California
$1.55M +$154K +2,049 +12%
AG
23
Ascent Group
Virginia
$1.53M +$541K +7,175 +61%
Goldman Sachs
24
Goldman Sachs
New York
$1.47M
SFS
25
Security Financial Services
Indiana
$1.36M -$54.4K -721 -4%