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JPMorgan BetaBuilders US Equity ETF
BBUS

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$447M +$29.2M +274,777 +7%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$320M +$337M +3,169,322 New
LPL Financial
3
LPL Financial
California
$283M +$43.9M +413,121 +17%
Morgan Stanley
4
Morgan Stanley
New York
$163M +$23.3M +219,103 +16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$160M +$35M +329,160 +26%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$139M +$17.4M +163,892 +14%
Creative Planning
7
Creative Planning
Kansas
$90.1M +$94.1M +885,250 +11,500%
CWM
8
Cornerstone Wealth Management
Missouri
$73M +$1.92M +18,013 +3%
GI
9
Gradient Investments
Minnesota
$56.9M +$60M +564,311 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$55.4M +$8.77M +82,447 +18%
AssetMark Inc
11
AssetMark Inc
California
$52.3M +$356K +3,347 +0.7%
NMIFOAC
12
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$46.7M – – –
KFG
13
Kelly Financial Group
Connecticut
$44.1M +$4.41M +41,444 +10%
PWM
14
Perigon Wealth Management
California
$40.4M +$305K +2,864 +0.7%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$36.2M +$9.69M +91,122 +34%
TWM
16
Tradition Wealth Management
Minnesota
$29.8M +$14.4M +135,763 +85%
RSWM
17
Robertson Stephens Wealth Management
California
$27.8M +$897K +8,433 +3%
MWA
18
MN Wealth Advisors
Kansas
$27.3M -$2.58M -24,289 -8%
PAS
19
Park Avenue Securities
New York
$20.9M +$5.57M +52,346 +34%
IA
20
IFG Advisory
Georgia
$18.1M +$13K +122 +0.1%
Osaic Holdings
21
Osaic Holdings
Arizona
$17.9M -$17.3M -162,923 -48%
MML Investors Services
22
MML Investors Services
Massachusetts
$16.6M +$2.87M +27,028 +20%
BOC
23
Blue Oak Capital
California
$12.2M -$164K -1,544 -1%
BCI
24
Brinker Capital Investments
Pennsylvania
$12M -$1.13M -10,584 -8%
OPS
25
Orion Portfolio Solutions
Nebraska
$12M -$1.13M -10,584 -8%
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