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JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$52.4M -$2.58M -78,184 -5%
CCA
2
Cobblestone Capital Advisors
New York
$34.2M +$166K +5,028 +0.5%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$24.5M -$4.29M -130,277 -15%
LPL Financial
4
LPL Financial
California
$19.7M -$737K -22,358 -4%
Cerity Partners
5
Cerity Partners
New York
$17.6M +$519K +15,764 +3%
CAL
6
Capital Analysts LLC
Pennsylvania
$15.4M +$45K +1,366 +0.3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.62M +$471K +14,296 +8%
Bank of America
8
Bank of America
North Carolina
$6.6M +$1.97M +59,831 +43%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$5.83M +$205K +6,228 +4%
PS
10
Planned Solutions
California
$5.76M +$374K +11,341 +7%
IWC
11
Integrated Wealth Concepts
Massachusetts
$5.59M +$121K +3,687 +2%
SPC
12
Sigma Planning Corp
Michigan
$5.36M -$8.95M -271,601 -63%
KCM
13
Kathmere Capital Management
Pennsylvania
$4.87M +$142K +4,316 +3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.86M -$34.1K -1,036 -0.7%
Morgan Stanley
15
Morgan Stanley
New York
$4.64M -$5.32M -161,351 -54%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4.42M +$1.04M +31,533 +31%
JIP
17
Jaffetilchin Investment Partners
Florida
$4.13M -$2.04M -61,920 -33%
HIP
18
HUB Investment Partners
Texas
$2.9M +$161K +4,893 +6%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$2.28M -$432K -13,100 -16%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.21M +$876K +26,596 +66%
BWM
21
Baystate Wealth Management
Massachusetts
$2.18M +$1.02M +30,910 +89%
OPS
22
Orion Portfolio Solutions
Nebraska
$1.98M +$184K +5,588 +10%
GCM
23
Gallacher Capital Management
Colorado
$1.46M +$1.45M +44,133 New
MA
24
Mutual Advisors
Nebraska
$1.39M -$117K -3,548 -8%
AAS
25
Avantax Advisory Services
Texas
$1.21M -$209K -6,342 -15%