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JPMorgan US Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$152K -$59.2K -1,497 -26%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$140K +$54.6K +1,382 +56%
HWA
28
HHM Wealth Advisors
Tennessee
$50K +$2.21K +56 +4%
EverSource Wealth Advisors
29
EverSource Wealth Advisors
Alabama
$33K – – –
TCWM
30
Total Clarity Wealth Management
Illinois
$22K +$23.7K +600 New
Morgan Stanley
31
Morgan Stanley
New York
$20K – – –
IFP Advisors
32
IFP Advisors
Florida
$8K – – –
CFD
33
Creative Financial Designs
Indiana
$7K +$7.71K +195 New
CIAS
34
Capital Investment Advisory Services
North Carolina
$4K – – –
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$3K -$1.42K -36 -27%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$2K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$1K -$1.03K -26 -57%
Global Retirement Partners
38
Global Retirement Partners
California
$1K – – –
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
– -$147M -3,052,131 Closed
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
– -$3.36M -76,353 Closed
Colony Group
41
Colony Group
Massachusetts
– -$304K -6,901 Closed
SAM
42
Stringer Asset Management
Tennessee
– -$267K -6,058 Closed
SFG
43
Snider Financial Group
Washington
– -$261K -5,924 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$225K -5,112 Closed
Clearstead Advisors
45
Clearstead Advisors
Ohio
– -$74K -1,687 Closed
WA
46
Win Advisors
Florida
– -$66K -1,489 Closed
MCC
47
Money Concepts Capital
Florida
– -$12K -265 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– -$1.46K -37 Closed
T
49
TCWP
Ohio
– -$1K -27 Closed
Wells Fargo
50
Wells Fargo
California
– -$40 -1 Closed