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JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
101
Equitable Holdings
New York
$338K +$37.3K +677 +13%
MW
102
Merited Wealth
Florida
$331K – – –
RWM
103
Revisor Wealth Management
Ohio
$322K +$302K +5,486 New
ASN
104
Advisory Services Network
Georgia
$313K – – –
AG
105
Ascent Group
Virginia
$302K -$12.2K -221 -4%
GRP
106
Global Retirement Partners
California
$295K +$277K +5,030 New
MSA
107
Marino Stram & Associates
Massachusetts
$293K +$826 +15 +0.3%
GIA
108
Goodwin Investment Advisory
Georgia
$292K – – –
3IP
109
3Chopt Investment Partners
Virginia
$291K – – –
MS
110
Monetary Solutions
Ohio
$288K – – –
SWM
111
Spire Wealth Management
Virginia
$286K -$5.29K -96 -2%
BWM
112
BNB Wealth Management
Maryland
$283K – – –
PEA
113
Park Edge Advisors
Ohio
$279K – – –
EWM
114
Elevation Wealth Management
Minnesota
$277K – – –
CDWM
115
Campbell Deegan Wealth Management
Virginia
$277K +$936 +17 +0.4%
IFG
116
Independent Financial Group
California
$276K – – –
AI
117
Accredited Investors
Minnesota
$273K – – –
Fidelity Investments
118
Fidelity Investments
Massachusetts
$269K -$8.04K -146 -3%
SB
119
Strategic Blueprint
Georgia
$268K +$991 +18 +0.4%
MML Investors Services
120
MML Investors Services
Massachusetts
$261K +$245K +4,456 New
WANY
121
Wealthspire Advisors (New York)
New York
$253K -$275 -5 -0.1%
AWM
122
Avaii Wealth Management
Wisconsin
$252K +$110 +2 +0%
BFG
123
Berger Financial Group
Minnesota
$251K – – –
RWM
124
Rialto Wealth Management
New York
$250K +$235K +4,265 New
AC
125
Anson Capital
Georgia
$248K -$4.13K -75 -2%