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JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
101
Aptus Capital Advisors
Alabama
$20.8K – – –
GWANC
102
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.8K – – –
PA
103
PSI Advisors
Florida
$16.9K – – –
CAL
104
Capital Analysts LLC
Pennsylvania
$12K – – –
RIL
105
Rothschild Investment LLC
Illinois
$9.46K – – –
MCM
106
MV Capital Management
Maryland
$6.67K – – –
SPIA
107
Steward Partners Investment Advisory
New York
$6.23K – – –
CFD
108
Creative Financial Designs
Indiana
$4.62K – – –
UB
109
UMB Bank
Missouri
$4.44K +$4.28K +102 New
PA
110
Parallel Advisors
California
$2.66K – – –
AssetMark Inc
111
AssetMark Inc
California
$2.48K -$420 -10 -15%
VCM
112
Versant Capital Management
Arizona
$2K – – –
Russell Investments Group
113
Russell Investments Group
United Kingdom
$784 – – –
LIS
114
Legacy Investment Solutions
Idaho
$180 +$168 +4 New
LWMI
115
Legacy Wealth Management (Idaho)
Idaho
$180 +$168 +4 New
FCAM
116
First Citizens Asset Management
North Carolina
– -$7.99M -195,600 Closed
SFC
117
Strategic Financial Concepts
Texas
– -$1.95K -82,557 Closed
SW
118
SteelPeak Wealth
California
– -$3.19M -78,099 Closed
DWM
119
Drive Wealth Management
Utah
– -$1.62M -39,538 Closed
NRC
120
New Republic Capital
North Carolina
– -$734K -17,964 Closed
Corient Private Wealth
121
Corient Private Wealth
Florida
– -$217K -5,301 Closed
SFG
122
Snider Financial Group
Washington
– -$208K -5,096 Closed
GI
123
Gradient Investments
Minnesota
– -$79K -1,934 Closed
UBS Group
124
UBS Group
Switzerland
– -$38.9K -951 Closed
AWM
125
Avior Wealth Management
Nebraska
– -$31.3K -766 Closed