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JPMorgan US Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
226
TritonPoint Wealth
Maryland
$416K +$407K +7,861 New
LSPW
227
Lake Street Private Wealth
Illinois
$415K -$439K -8,481 -52%
RVPG
228
Relative Value Partners Group
$415K +$405K +7,831 New
RSA
229
River Street Advisors
Illinois
$399K +$390K +7,542 New
HCA
230
Heck Capital Advisors
Wisconsin
$395K – – –
PSCM
231
Per Stirling Capital Management
Texas
$391K +$382K +7,389 New
WF
232
Wayfinding Financial
Washington
$371K -$324K -6,258 -47%
PTC
233
Private Trust Company
Ohio
$369K +$189K +3,654 +110%
GWP
234
Gateway Wealth Partners
Wisconsin
$355K -$185K -3,574 -35%
FA
235
Fermata Advisors
California
$348K -$29K -560 -8%
AFG
236
Albion Financial Group
Utah
$346K +$339K +6,540 New
Sax Wealth Advisors
237
Sax Wealth Advisors
New Jersey
$343K +$336K +6,486 New
Trexquant Investment
238
Trexquant Investment
Connecticut
$331K +$323K +6,242 New
CCG
239
Capital CS Group
California
$330K +$322K +6,227 New
CAGAS
240
Capital Advisory Group Advisory Services
Minnesota
$328K +$321K +6,201 New
BTWM
241
Baker Tilly Wealth Management
Wisconsin
$320K +$57.9K +1,118 +23%
MW
242
MBL Wealth
North Carolina
$318K – – –
WA
243
WBH Advisory
Maryland
$310K – – –
VFG
244
Victory Financial Group
Texas
$294K +$287K +5,551 New
Buckingham Strategic Wealth
245
Buckingham Strategic Wealth
Missouri
$290K +$283K +5,471 New
NS
246
NBC Securities
Alabama
$285K +$7.04K +136 +3%
WAG
247
Wallace Advisory Group
California
$283K +$5.95K +115 +2%
Qube Research & Technologies (QRT)
248
Qube Research & Technologies (QRT)
United Kingdom
$280K +$248K +4,790 +945%
GM
249
GeoWealth Management
Illinois
$277K -$1.27M -24,471 -82%
WCA
250
Westover Capital Advisors
Delaware
$274K +$6.73K +130 +3%