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JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$67.3M +$9.95M +265,866 +18%
CCA
2
Cobblestone Capital Advisors
New York
$39.4M +$1.52M +40,699 +4%
Morgan Stanley
3
Morgan Stanley
New York
$34.7M -$2.24M -59,774 -6%
PP
4
Palladium Partners
Virginia
$18.3M -$1.14M -30,523 -6%
SL
5
Systelligence LLC
Minnesota
$17.9M -$3.73M -99,715 -18%
LPL Financial
6
LPL Financial
California
$15.2M +$4.3M +114,799 +41%
SPC
7
Sigma Planning Corp
Michigan
$13.2M +$1.4M +37,422 +12%
ACM
8
Avalon Capital Management
California
$12.3M +$10.3K +275 +0.1%
JIP
9
Jaffetilchin Investment Partners
Florida
$6.86M +$6.68M +178,558 New
5L
10
55I LLC
Massachusetts
$6.41M +$5.13M +137,095 +461%
Bank of America
11
Bank of America
North Carolina
$6.32M +$540K +14,435 +10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.23M +$2.14M +57,215 +55%
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$4.96M +$4.83M +129,046 New
MPWT
14
MassMutual Private Wealth & Trust
Connecticut
$4.51M -$81.3K -2,171 -2%
OPS
15
Orion Portfolio Solutions
Nebraska
$3.5M -$744K -19,890 -18%
AAS
16
Ameritas Advisory Services
Nebraska
$3.18M +$3.1M +82,783 New
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$2.84M -$33.6K -897 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.61M -$7.22M -192,767 -74%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.58M +$346K +9,247 +16%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$2.55M +$1.68M +44,933 +209%
MA
21
Mutual Advisors
Nebraska
$2.41M +$2.35M +62,830 New
FA
22
Fermata Advisors
California
$2.24M +$1.9M +50,872 +680%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.84M +$1.46M +39,136 +452%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.68M -$266K -7,117 -14%
CW
25
CreativeOne Wealth
Kansas
$1.65M +$257K +6,872 +19%