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JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CDWM
101
Campbell Deegan Wealth Management
Virginia
$205K +$191K +4,638 New
SWRP
102
Summit Wealth & Retirement Planning
California
$203K +$189K +4,580 New
BFG
103
Berger Financial Group
Minnesota
$201K -$19.3K -467 -9%
AG
104
Ascent Group
Virginia
$200K +$187K +4,530 New
TRCT
105
Tower Research Capital (TRC)
New York
$199K -$60.2K -1,460 -24%
LC
106
Lavaca Capital
Texas
$116K -$3.3K -80 -3%
GWM
107
Geneos Wealth Management
Colorado
$85.9K
SWP
108
SIMA Wealth Partners
Virginia
$71.7K
FFA
109
Farther Finance Advisors
California
$68.9K +$31.9K +772 +98%
GRP
110
Global Retirement Partners
California
$66.4K +$61.9K +1,500 New
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$59.4K -$9.53K -231 -15%
PPC
112
Park Place Capital
Alabama
$52.9K
FHA
113
First Horizon Advisors
Tennessee
$51.5K
CAL
114
Capital Analysts LLC
Pennsylvania
$50K +$7.63K +185 +19%
PTC
115
Private Trust Company
Ohio
$44.6K
Wells Fargo
116
Wells Fargo
California
$39.8K -$404K -9,790 -92%
TPWA
117
Twin Peaks Wealth Advisors
California
$35.4K +$32.1K +778 New
IA
118
IFP Advisors
Florida
$27.1K +$25.3K +612 New
RIA
119
Realta Investment Advisors
Delaware
$26.5K
UBS Group
120
UBS Group
Switzerland
$23.9K +$3.63K +88 +19%
ACA
121
Aptus Capital Advisors
Alabama
$21.1K
GWANC
122
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.1K
Fidelity Investments
123
Fidelity Investments
Massachusetts
$19.8K +$2.39K +58 +15%
RIL
124
Rothschild Investment LLC
Illinois
$9.6K
MAS
125
MPWM Advisory Solutions
Georgia
$6.99K