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JPMorgan US Quality Factor ETF
JQUA

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
326
Ellevest Inc
New York
$229K +$218K +3,813 New
FSA
327
Financial Services Advisory
Maryland
$224K -$18.8M -328,910 -99%
FEM
328
Fulcrum Equity Management
Texas
$222K +$211K +3,700 New
SA
329
Sovran Advisors
California
$221K +$209K +3,661 New
SWRP
330
Summit Wealth & Retirement Planning
California
$219K – – –
CDWM
331
Campbell Deegan Wealth Management
Virginia
$216K +$571 +10 +0.3%
DWM
332
Diversify Wealth Management
Utah
$216K -$145K -2,533 -42%
QCM
333
Quantinno Capital Management
New York
$210K +$200K +3,501 New
HCM
334
Hollencrest Capital Management
California
$210K – – –
GWP
335
Gateway Wealth Partners
Wisconsin
$210K -$111K -1,944 -36%
PWW
336
Pettyjohn Wood & White
Virginia
$210K +$200K +3,495 New
LIG
337
Lokken Investment Group
Delaware
$206K +$196K +3,432 New
IWM
338
Iams Wealth Management
Nebraska
$203K +$193K +3,380 New
MW
339
Maia Wealth
Colorado
$202K +$192K +3,368 New
TCM
340
Traub Capital Management
Massachusetts
$178K +$170K +2,970 New
LFG
341
Larson Financial Group
Missouri
$143K – – –
HAP
342
Harbor Asset Planning
Massachusetts
$136K +$130K +2,268 New
LC
343
Lavaca Capital
Texas
$116K -$6.34K -111 -5%
NRC
344
New Republic Capital
North Carolina
$112K – – –
BDS
345
Banco de Sabadell
Florida
$108K +$103K +1,796 New
AWM
346
AE Wealth Management
Kansas
$107K +$10.7K +187 +12%
FFO
347
Fortitude Family Office
Arizona
$105K – – –
ACA
348
Aptus Capital Advisors
Alabama
$95.2K -$5.43K -95 -6%
TIM
349
Total Investment Management
Arizona
$92.6K +$88.1K +1,542 New
TPWA
350
Twin Peaks Wealth Advisors
California
$83.9K +$78.2K +1,369 New
12 13
14
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