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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
$652M +$8.03M +100,163 +1%
LPL Financial
2
LPL Financial
California
$71.3M +$12M +149,967 +19%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$63.7M +$18.2M +226,708 +38%
Morgan Stanley
4
Morgan Stanley
New York
$52.9M +$8.5M +106,106 +18%
CWM
5
Cornerstone Wealth Management
Missouri
$44.5M -$13.3K -166 -0%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$43.9M +$15.9M +198,651 +54%
AssetMark Inc
7
AssetMark Inc
California
$43.4M +$11.1M +138,127 +33%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$28.5M +$26.3M +328,255 +782%
Osaic Holdings
9
Osaic Holdings
Arizona
$24M +$20.7M +258,613 +484%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$14.6M +$2.13M +26,623 +16%
IA
11
IFG Advisory
Georgia
$11M +$6.47M +80,775 +132%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$7.95M +$723K +9,024 +10%
BCI
13
Brinker Capital Investments
Pennsylvania
$7.89M +$1.55M +19,375 +23%
OPS
14
Orion Portfolio Solutions
Nebraska
$7.89M +$1.55M +19,375 +23%
CW
15
CreativeOne Wealth
Kansas
$6.57M -$728K -9,088 -10%
MPWT
16
MassMutual Private Wealth & Trust
Connecticut
$6.21M +$39.4K +492 +0.6%
PAS
17
Park Avenue Securities
New York
$4.19M +$4.35M +54,332 New
CAN
18
Cetera Advisor Networks
California
$3.14M +$1.71M +21,332 +110%
GM
19
GeoWealth Management
Illinois
$2.86M +$20K +249 +0.7%
PJSIMP
20
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.66M +$2.78M +34,682 New
LSPW
21
Lake Street Private Wealth
Illinois
$2.54M +$335K +4,184 +15%
AG
22
Ascent Group
Virginia
$2.52M +$1.06M +13,241 +70%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.43M +$2.52M +31,468 New
ACS
24
Archford Capital Strategies
Illinois
$2.31M +$2.4M +29,923 New
WF
25
Wayfinding Financial
Washington
$1.86M -$14.3K -178 -0.7%