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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
$384M +$77.8M +779,783 +27%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$261M +$53.2M +533,266 +27%
LPL Financial
3
LPL Financial
California
$230M +$53.5M +536,068 +32%
Morgan Stanley
4
Morgan Stanley
New York
$138M +$6.42M +64,352 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$121M +$29.9M +299,724 +35%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$114M +$12.2M +122,093 +12%
CWM
7
Cornerstone Wealth Management
Missouri
$70.2M +$2.92M +29,228 +5%
AssetMark Inc
8
AssetMark Inc
California
$57.6M +$8.95M +89,669 +19%
KIG
9
Kowal Investment Group
Wisconsin
$51.3M +$49.4M +495,546 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$50.6M +$12.2M +122,065 +33%
PWM
11
Perigon Wealth Management
California
$37.9M +$3.3M +33,043 +10%
MWA
12
MN Wealth Advisors
Kansas
$30.8M +$2.31M +23,170 +8%
Osaic Holdings
13
Osaic Holdings
Arizona
$26.2M +$3.96M +39,656 +19%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$23.9M +$11.5M +114,808 +99%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$22.6M +$5.09M +51,043 +31%
RSWM
16
Robertson Stephens Wealth Management
California
$20.4M +$19.6M +196,861 New
IA
17
IFG Advisory
Georgia
$17.1M +$5.28M +52,909 +47%
PAS
18
Park Avenue Securities
New York
$14.4M +$3.29M +32,978 +31%
MML Investors Services
19
MML Investors Services
Massachusetts
$13.6M +$3.93M +39,425 +43%
TWM
20
Tradition Wealth Management
Minnesota
$13.2M +$675K +6,769 +6%
BCI
21
Brinker Capital Investments
Pennsylvania
$13.2M +$723K +7,245 +6%
OPS
22
Orion Portfolio Solutions
Nebraska
$13.2M +$723K +7,245 +6%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$12.2M -$96.2K -964 -0.8%
FFA
24
Florida Financial Advisors
Florida
$12M +$459K +4,604 +4%
CW
25
CreativeOne Wealth
Kansas
$11.9M +$3.19M +31,974 +39%