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JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
101
Marino Stram & Associates
Massachusetts
$243K +$707 +14 +0.3%
SWM
102
Spire Wealth Management
Virginia
$243K – – –
3IP
103
3Chopt Investment Partners
Virginia
$242K – – –
MS
104
Monetary Solutions
Ohio
$240K +$248K +4,906 New
BWM
105
BNB Wealth Management
Maryland
$236K – – –
PEA
106
Park Edge Advisors
Ohio
$232K – – –
Fidelity Investments
107
Fidelity Investments
Massachusetts
$231K +$30.2K +597 +14%
EWM
108
Elevation Wealth Management
Minnesota
$231K +$239K +4,728 New
CDWM
109
Campbell Deegan Wealth Management
Virginia
$230K +$808 +16 +0.3%
IFG
110
Independent Financial Group
California
$230K – – –
AI
111
Accredited Investors
Minnesota
$227K -$7.68K -152 -3%
SB
112
Strategic Blueprint
Georgia
$223K +$808 +16 +0.4%
HNH
113
Hopwood Nicholas Hunter
$212K +$219K +4,329 New
WANY
114
Wealthspire Advisors (New York)
New York
$211K -$77.8K -1,540 -26%
AC
115
Anson Capital
Georgia
$210K -$758 -15 -0.3%
AWM
116
Avaii Wealth Management
Wisconsin
$210K -$1.52K -30 -0.7%
BFG
117
Berger Financial Group
Minnesota
$209K – – –
SWRP
118
Summit Wealth & Retirement Planning
California
$204K -$20.1K -397 -9%
IAA
119
Independent Advisor Alliance
North Carolina
$204K +$211K +4,172 New
TWM
120
TopTier Wealth Management
Wisconsin
$200K +$152 +3 +0.1%
GWM
121
Geneos Wealth Management
Colorado
$155K +$29.4K +581 +22%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$140K +$145K +2,866 New
LC
123
Lavaca Capital
Texas
$125K -$859 -17 -0.7%
CAL
124
Capital Analysts LLC
Pennsylvania
$116K -$29.3K -579 -20%
UCB
125
United Community Bank
South Carolina
$103K +$106K +2,101 New