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JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMA
76
Miracle Mile Advisors
California
$354K
NFA
77
Northwest Financial Advisors
Virginia
$353K -$125K -3,027 -27%
CIC
78
Chilton Investment Company
Connecticut
$353K
CA
79
CoreCap Advisors
Michigan
$334K -$2.15K -52 -0.7%
Comerica Bank
80
Comerica Bank
Texas
$327K +$3.3K +80 +1%
PWM
81
Perigon Wealth Management
California
$321K +$4.54K +110 +2%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$320K -$197K -4,786 -40%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$314K -$214K -5,183 -42%
AAS
84
Avantax Advisory Services
Texas
$306K +$15.7K +381 +6%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$293K -$130K -3,146 -32%
AT
86
American Trust
Kentucky
$287K +$268K +6,488 New
TWP
87
Triad Wealth Partners
Kansas
$285K +$266K +6,447 New
BH
88
Burk Holdings
Oklahoma
$263K
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$249K -$825 -20 -0.4%
ASN
90
Advisory Services Network
Georgia
$239K +$221K +5,349 New
MML Investors Services
91
MML Investors Services
Massachusetts
$230K +$701 +17 +0.3%
NAS
92
NWF Advisory Services
California
$229K
AA
93
Auxano Advisors
Washington
$226K +$1.44K +35 +0.7%
GIA
94
Goodwin Investment Advisory
Georgia
$220K
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$220K -$5.9K -143 -3%
SWM
96
Spire Wealth Management
Virginia
$220K -$2.56K -62 -1%
3IP
97
3Chopt Investment Partners
Virginia
$219K +$205K +4,961 New
MWM
98
Modera Wealth Management
New Jersey
$215K
AI
99
Accredited Investors
Minnesota
$212K +$198K +4,800 New
PEA
100
Park Edge Advisors
Ohio
$210K +$196K +4,750 New