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JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$300K +$80.7K +1,922 +39%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$299K -$479K -11,405 -62%
SWP
78
Stratos Wealth Partners
Ohio
$284K +$4.87K +116 +2%
PWM
79
Perigon Wealth Management
California
$278K +$24K +571 +10%
SW
80
SVB Wealth
Massachusetts
$236K -$12.9M -306,640 -98%
KAS
81
Kestra Advisory Services
Texas
$230K +$9.11K +217 +4%
NAS
82
NWF Advisory Services
California
$226K +$217K +5,177 New
SWM
83
Spire Wealth Management
Virginia
$225K -$173K -4,119 -44%
MWM
84
Modera Wealth Management
New Jersey
$212K +$204K +4,867 New
OMC
85
Old Mission Capital
Illinois
$208K +$201K +4,777 New
PEA
86
Park Edge Advisors
Ohio
$207K +$199K +4,750 New
AWM
87
Avaii Wealth Management
Wisconsin
$203K -$18.6K -442 -9%
Wells Fargo
88
Wells Fargo
California
$146K +$140K +3,347 New
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$99.3K +$840 +20 +0.9%
GWM
90
Geneos Wealth Management
Colorado
$84.6K
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$74.4K +$33.6K +801 +88%
SWP
92
SIMA Wealth Partners
Virginia
$70.6K
RIA
93
Realta Investment Advisors
Delaware
$70.6K -$34.8K -830 -34%
GRP
94
Global Retirement Partners
California
$66.1K +$252 +6 +0.4%
FHA
95
First Horizon Advisors
Tennessee
$63.9K -$25.4K -605 -29%
PPC
96
Park Place Capital
Alabama
$51.4K
CT
97
Colonial Trust
South Carolina
$44K
PTC
98
Private Trust Company
Ohio
$44K
FFA
99
Farther Finance Advisors
California
$34.2K
Fidelity Investments
100
Fidelity Investments
Massachusetts
$23.1K -$24.4K -581 -52%