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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
$713M -$12.8M -159,106 -2%
LPL Financial
2
LPL Financial
California
$113M +$31.5M +391,753 +42%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$102M +$29.5M +366,502 +44%
Morgan Stanley
4
Morgan Stanley
New York
$76.9M +$16.7M +207,965 +30%
VAS
5
Vestmark Advisory Solutions
Massachusetts
$59.8M +$10.2M +126,803 +22%
AssetMark Inc
6
AssetMark Inc
California
$57.9M +$8.91M +110,790 +20%
CWM
7
Cornerstone Wealth Management
Missouri
$53.8M +$3.92M +48,757 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$47.4M +$14.6M +182,063 +49%
Osaic Holdings
9
Osaic Holdings
Arizona
$29.8M +$2.78M +34,537 +11%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$22.7M +$5.99M +74,483 +39%
MWA
11
MN Wealth Advisors
Kansas
$21.6M +$20.2M +251,895 New
Bank of America
12
Bank of America
North Carolina
$19.4M +$18M +223,563 +10,098%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$10.9M +$1.93M +24,050 +23%
IA
14
IFG Advisory
Georgia
$9.07M -$2.94M -36,597 -26%
BCI
15
Brinker Capital Investments
Pennsylvania
$8.67M -$97.3K -1,211 -1%
OPS
16
Orion Portfolio Solutions
Nebraska
$8.67M -$97.3K -1,211 -1%
FFA
17
Florida Financial Advisors
Florida
$8.5M +$7.96M +98,967 New
MPWT
18
MassMutual Private Wealth & Trust
Connecticut
$7.49M +$534K +6,646 +8%
CW
19
CreativeOne Wealth
Kansas
$6.56M -$708K -8,812 -10%
PAS
20
Park Avenue Securities
New York
$6.52M +$1.74M +21,615 +40%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$5.98M +$5.37M +66,749 +2,337%
ACS
22
Archford Capital Strategies
Illinois
$4.9M +$2.18M +27,145 +91%
CAN
23
Cetera Advisor Networks
California
$4.79M +$1.2M +14,975 +37%
MML Investors Services
24
MML Investors Services
Massachusetts
$4.52M +$1.7M +21,125 +67%
AG
25
Ascent Group
Virginia
$3.7M +$699K +8,699 +27%