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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
$287M -$445M -4,711,539 -62%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$195M +$40M +423,207 +27%
LPL Financial
3
LPL Financial
California
$165M +$8.7M +92,079 +6%
Morgan Stanley
4
Morgan Stanley
New York
$124M +$14.3M +151,285 +14%
VAS
5
Vestmark Advisory Solutions
Massachusetts
$96.2M +$8.29M +87,720 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$85.2M +$10M +106,181 +14%
CWM
7
Cornerstone Wealth Management
Missouri
$63.6M +$3.93M +41,607 +7%
AssetMark Inc
8
AssetMark Inc
California
$45.7M -$1.54M -16,262 -3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$36M +$4.28M +45,331 +14%
PWM
10
Perigon Wealth Management
California
$32.7M +$2.53M +26,737 +9%
MWA
11
MN Wealth Advisors
Kansas
$26.9M +$490K +5,182 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$20.9M +$2.87M +30,424 +17%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$16.4M +$2.65M +28,023 +20%
TWM
14
Tradition Wealth Management
Minnesota
$11.9M +$11.4M +120,905 New
BCI
15
Brinker Capital Investments
Pennsylvania
$11.8M +$904K +9,565 +9%
OPS
16
Orion Portfolio Solutions
Nebraska
$11.8M +$904K +9,565 +9%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$11.7M +$83.8K +887 +0.8%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$11.3M +$9.97M +105,534 +1,047%
IA
19
IFG Advisory
Georgia
$11M -$2.34M -24,775 -18%
FFA
20
Florida Financial Advisors
Florida
$10.9M +$582K +6,156 +6%
PAS
21
Park Avenue Securities
New York
$10.4M +$620K +6,559 +7%
MML Investors Services
22
MML Investors Services
Massachusetts
$9.03M +$1.38M +14,570 +19%
CW
23
CreativeOne Wealth
Kansas
$8.1M -$594K -6,290 -7%
ACS
24
Archford Capital Strategies
Illinois
$8.07M +$265K +2,801 +4%
MPWT
25
MassMutual Private Wealth & Trust
Connecticut
$7.94M -$660K -6,982 -8%