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JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Alesco Advisors
New York
$394K -$25.9K -535 -6%
PWM
77
Perigon Wealth Management
California
$393K +$8.03K +166 +2%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$381K +$32.5K +672 +9%
AA
79
Auxano Advisors
Washington
$368K +$90.2K +1,865 +33%
OIA
80
OneDigital Investment Advisors
Kansas
$359K +$354K +7,321 New
CHA
81
Cooper/Haims Advisors
New York
$358K +$353K +7,295 New
CIC
82
Chilton Investment Company
Connecticut
$347K -$44.5K -920 -12%
CS
83
Capital Square
Tennessee
$319K +$314K +6,495 New
AT
84
American Trust
Kentucky
$314K -$8.51K -176 -3%
RWP
85
RWA Wealth Partners
Massachusetts
$313K +$242 +5 +0.1%
TWP
86
Triad Wealth Partners
Kansas
$312K -$3.67K -76 -1%
CA
87
CoreCap Advisors
Michigan
$303K -$11.9K -247 -4%
BH
88
Burk Holdings
Oklahoma
$292K
WANY
89
Wealthspire Advisors (New York)
New York
$287K -$103K -2,126 -27%
MW
90
Merited Wealth
Florida
$277K +$273K +5,653 New
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$276K
KAS
92
Kestra Advisory Services
Texas
$271K +$39.4K +814 +17%
ASN
93
Advisory Services Network
Georgia
$262K
MML Investors Services
94
MML Investors Services
Massachusetts
$257K +$21.8K +450 +9%
GIA
95
Goodwin Investment Advisory
Georgia
$245K
SWM
96
Spire Wealth Management
Virginia
$244K
3IP
97
3Chopt Investment Partners
Virginia
$243K -$725 -15 -0.3%
MSA
98
Marino Stram & Associates
Massachusetts
$243K +$240K +4,960 New
EH
99
Equitable Holdings
New York
$239K +$236K +4,876 New
BWM
100
BNB Wealth Management
Maryland
$237K +$234K +4,831 New