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JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Apollon Wealth Management
South Carolina
$465K +$444K +13,020 New
Corient Private Wealth
52
Corient Private Wealth
Florida
$463K +$7.88K +231 +2%
TFS
53
Thoroughbred Financial Services
Tennessee
$456K -$204K -5,970 -32%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$455K +$435K +12,758 New
GIA
55
Goodwin Investment Advisory
Georgia
$438K -$80.4K -2,355 -16%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$430K -$6.04K -177 -1%
MW
57
MBL Wealth
North Carolina
$428K +$409K +12,000 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$421K +$402K +11,786 New
SWP
59
Stratos Wealth Partners
Ohio
$363K -$172K -5,051 -33%
AA
60
Alesco Advisors
New York
$321K
DWM
61
Drive Wealth Management
Utah
$274K +$262K +7,676 New
SWM
62
Spire Wealth Management
Virginia
$228K +$7.64K +224 +4%
UBS Group
63
UBS Group
Switzerland
$217K +$129K +3,773 +163%
DWP
64
Daymark Wealth Partners
Ohio
$214K -$4.2K -123 -2%
SFG
65
Snider Financial Group
Washington
$204K -$185K -5,412 -49%
SB
66
Strategic Blueprint
Georgia
$201K +$192K +5,622 New
RIA
67
Realta Investment Advisors
Delaware
$86.7K +$82.9K +2,430 New
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$79.6K +$76.1K +2,231 New
FHA
69
First Horizon Advisors
Tennessee
$73.9K
GI
70
Gradient Investments
Minnesota
$69K
GWM
71
Geneos Wealth Management
Colorado
$56.9K -$23.9K -700 -31%
GRP
72
Global Retirement Partners
California
$45.6K +$273 +8 +0.6%
CIAS
73
Capital Investment Advisory Services
North Carolina
$40.6K +$9.79K +287 +34%
IGWM
74
ICA Group Wealth Management
Colorado
$32.1K +$1.74K +51 +6%
FFA
75
Farther Finance Advisors
California
$19.7K +$18.8K +552 New