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JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGFG
76
Pine Grove Financial Group
Minnesota
$530K +$42.4K +840 +8%
HCM
77
Howard Capital Management
Georgia
$526K – – –
Truist Financial
78
Truist Financial
North Carolina
$522K -$2.42K -48 -0.4%
Goldman Sachs
79
Goldman Sachs
New York
$501K -$3.68M -72,840 -88%
WIM
80
WealthPlan Investment Management
Nebraska
$459K +$475K +9,397 New
PWM
81
Perigon Wealth Management
California
$417K +$27K +534 +7%
TWP
82
Triad Wealth Partners
Kansas
$394K +$85.4K +1,691 +27%
AA
83
Alesco Advisors
New York
$393K – – –
CHA
84
Cooper/Haims Advisors
New York
$377K +$21K +415 +6%
OSAM
85
O'Shaughnessy Asset Management
Connecticut
$369K +$97.4K +1,928 +34%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$363K -$17.1K -338 -4%
OIA
87
OneDigital Investment Advisors
Kansas
$359K +$1.26K +25 +0.3%
KAS
88
Kestra Advisory Services
Texas
$355K +$88.5K +1,752 +32%
SIA
89
Soltis Investment Advisors
Utah
$351K -$224K -4,443 -38%
CIC
90
Chilton Investment Company
Connecticut
$345K – – –
CA
91
CoreCap Advisors
Michigan
$314K +$12.8K +254 +4%
RWP
92
RWA Wealth Partners
Massachusetts
$312K +$152 +3 +0%
AT
93
American Trust
Kentucky
$300K -$12.8K -253 -4%
BH
94
Burk Holdings
Oklahoma
$291K – – –
MW
95
Merited Wealth
Florida
$276K – – –
AG
96
Ascent Group
Virginia
$263K +$54.1K +1,070 +25%
ASN
97
Advisory Services Network
Georgia
$261K – – –
GS
98
GTS Securities
Florida
$251K -$418K -8,269 -62%
EH
99
Equitable Holdings
New York
$250K +$10.9K +215 +4%
GIA
100
Goodwin Investment Advisory
Georgia
$244K – – –