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JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
126
Summit Wealth & Retirement Planning
California
$245K – – –
HNH
127
Hopwood Nicholas Hunter
$241K -$11.7K -212 -5%
TWM
128
TopTier Wealth Management
Wisconsin
$240K – – –
AIM
129
Advyzon Investment Management
Illinois
$239K +$224K +4,076 New
GVAG
130
Great Valley Advisor Group
Delaware
$223K +$209K +3,800 New
EWS
131
Evergreen Wealth Solutions
Pennsylvania
$217K +$197K +3,581 New
FFA
132
Farther Finance Advisors
California
$216K +$116K +2,106 +134%
DA
133
Detalus Advisors
Missouri
$212K +$199K +3,623 New
ZIM
134
Zacks Investment Management
Illinois
$204K +$192K +3,481 New
IF
135
Intrua Financial
Texas
$204K +$191K +3,477 New
GWM
136
Geneos Wealth Management
Colorado
$193K +$5.83K +106 +3%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$163K -$4.4K -80 -3%
CSPIA
138
Cary Street Partners Investment Advisory
Virginia
$154K +$121K +2,204 +529%
LC
139
Lavaca Capital
Texas
$146K -$3.41K -62 -2%
UCB
140
United Community Bank
South Carolina
$123K – – –
CJ
141
Caitlin John
Michigan
$117K +$110K +2,000 New
CAL
142
Capital Analysts LLC
Pennsylvania
$111K -$25.8K -468 -20%
TRCT
143
Tower Research Capital (TRC)
New York
$106K +$99.1K +1,800 New
SWP
144
SIMA Wealth Partners
Virginia
$95K – – –
PTC
145
Private Trust Company
Ohio
$82.2K +$21.6K +392 +39%
PPC
146
Park Place Capital
Alabama
$69.2K – – –
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
$60.2K -$881 -16 -2%
AssetMark Inc
148
AssetMark Inc
California
$56.4K – – –
AWM
149
AE Wealth Management
Kansas
$52.5K -$13.9K -253 -22%
FHC
150
First Horizon Corporation
Tennessee
$52.5K -$3.58K -65 -7%