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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
$512M +$60.6M +521,394 +14%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$397M +$19.7M +169,203 +5%
LPL Financial
3
LPL Financial
California
$358M +$19.2M +165,119 +6%
Morgan Stanley
4
Morgan Stanley
New York
$275M +$56M +482,389 +27%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$217M +$19.3M +165,852 +10%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$182M -$156M -1,346,095 -47%
CWM
7
Cornerstone Wealth Management
Missouri
$82.1M -$848K -7,305 -1%
AssetMark Inc
8
AssetMark Inc
California
$66.1M +$9.62M +82,848 +18%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$63.9M +$5.41M +46,609 +10%
IWC
10
Integrated Wealth Concepts
Massachusetts
$62.1M +$48.1M +414,580 +415%
KFG
11
Kelly Financial Group
Connecticut
$59.8M +$993K +8,553 +2%
RSWM
12
Robertson Stephens Wealth Management
California
$56.1M +$2.76M +23,732 +5%
NMIFOAC
13
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$55.9M
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$52.8M +$8.96M +77,143 +21%
PWM
15
Perigon Wealth Management
California
$50M +$1.34M +11,514 +3%
TWG
16
The Wealth Group
Minnesota
$45.6M +$18.2M +156,872 +71%
TWM
17
Tradition Wealth Management
Minnesota
$40.7M +$2.01M +17,346 +5%
Osaic Holdings
18
Osaic Holdings
Arizona
$33M +$738K +6,352 +2%
MWA
19
MN Wealth Advisors
Kansas
$28.1M +$767K +6,608 +3%
PAS
20
Park Avenue Securities
New York
$25M +$118K +1,018 +0.5%
MML Investors Services
21
MML Investors Services
Massachusetts
$22.9M +$2.24M +19,290 +11%
DWM
22
Drive Wealth Management
Utah
$19M +$2.81M +24,214 +18%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$17.1M +$2.59M +22,281 +19%
IA
24
IFG Advisory
Georgia
$16.3M +$136K +1,173 +0.9%
BCI
25
Brinker Capital Investments
Pennsylvania
$14.7M +$323K +2,784 +2%