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JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$4.96M -$3.45M -62,602 -43%
AA
27
Auxano Advisors
Washington
$4.21M +$279K +5,073 +8%
SPIA
28
Steward Partners Investment Advisory
New York
$3.35M +$3.14M +56,989 +39,852%
DWP
29
Daymark Wealth Partners
Ohio
$3.25M -$203K -3,691 -6%
CWS
30
Confluence Wealth Services
Pennsylvania
$3.12M +$57.3K +1,041 +2%
IB
31
Intrust Bank
Kansas
$3M -$418K -7,600 -13%
EWA
32
EP Wealth Advisors
California
$2.94M -$3.3K -60 -0.1%
HWA
33
Heritage Wealth Architects
Minnesota
$2.88M -$11.2K -203 -0.4%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$2.41M +$144K +2,618 +7%
FTS
35
Fifth Third Securities
Ohio
$2.29M -$185K -3,355 -8%
IWC
36
Integrated Wealth Concepts
Massachusetts
$2.17M -$15.4K -280 -0.8%
SPC
37
Sigma Planning Corp
Michigan
$2.11M -$121K -2,205 -6%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.06M +$187K +3,398 +11%
SAM
39
Smartleaf Asset Management
Massachusetts
$2M – – –
SWP
40
Sagespring Wealth Partners
Tennessee
$1.89M -$22.8K -415 -1%
5W
41
5T Wealth
California
$1.64M -$250K -4,549 -14%
TFS
42
Thoroughbred Financial Services
Tennessee
$1.64M +$53.2K +966 +4%
RFO
43
RiverGlades Family Offices
Florida
$1.39M +$1.31M +23,731 New
CAM
44
Cresset Asset Management
Illinois
$1.38M -$51.3K -931 -4%
NA
45
NewEdge Advisors
Louisiana
$1.37M -$64.2K -1,166 -5%
BWMG
46
Barnes Wealth Management Group
California
$1.34M -$61.5K -1,118 -5%
PAG
47
Private Advisor Group
New Jersey
$1.32M -$1.44M -26,120 -54%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$1.25M -$1.31M -23,818 -53%
FCBT
49
First Citizens Bank & Trust
North Carolina
$1.25M -$1.46M -26,431 -55%
GWP
50
Gateway Wealth Partners
Wisconsin
$1.24M -$1.29M -23,517 -53%