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JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFP Advisors
Florida
$50.1K -$716 -13 -1%
OAG
152
Oakmont Advisory Group
New Mexico
$48.9K +$45.9K +833 New
WTC
153
WhitTier Trust Company
Nevada
$43.2K – – –
LWM
154
Lodestone Wealth Management
Washington
$42.2K -$15.6K -284 -28%
RIA
155
Realta Investment Advisors
Delaware
$35.2K – – –
ACA
156
Aptus Capital Advisors
Alabama
$34K +$55 +1 +0.2%
AA
157
Ancora Advisors
Ohio
$31K – – –
UBS Group
158
UBS Group
Switzerland
$17.7K – – –
RIL
159
Rothschild Investment LLC
Illinois
$12.7K – – –
C
160
Covestor
United Kingdom
$10K -$5.01K -91 -34%
MCM
161
MV Capital Management
Maryland
$8.97K – – –
TCM
162
Triumph Capital Management
Colorado
$7.68K – – –
GWS
163
Greykasell Wealth Strategies
California
$5.74K +$55 +1 +1%
NB
164
NBT Bank
New York
$5.04K – – –
VCM
165
Versant Capital Management
Arizona
$2.7K – – –
AP
166
Atwood & Palmer
Missouri
$1.76K – – –
PA
167
Parallel Advisors
California
$1.11K +$1.05K +19 New
Russell Investments Group
168
Russell Investments Group
United Kingdom
$586 +$550 +10 New
Simplex Trading
169
Simplex Trading
Illinois
$117 -$1.82K -33 -94%
GAG
170
Goodman Advisory Group
Massachusetts
– -$18.4M -376,094 Closed
Citadel Advisors
171
Citadel Advisors
Florida
– -$1.32M -27,006 Closed
Goldman Sachs
172
Goldman Sachs
New York
– -$501K -10,249 Closed
SIA
173
Soltis Investment Advisors
Utah
– -$351K -7,174 Closed
IAA
174
Independent Advisor Alliance
North Carolina
– -$204K -4,172 Closed
TPWA
175
Twin Peaks Wealth Advisors
California
– -$46.9K -960 Closed