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JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Cobblestone Capital Advisors
New York
$57.3M +$764K +16,604 +1%
AWE
2
Avidian Wealth Enterprises
Texas
$47.3M +$1.58M +34,447 +4%
LPL Financial
3
LPL Financial
California
$41.9M -$5.14M -111,660 -11%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$37.4M -$3.07M -66,644 -8%
Cerity Partners
5
Cerity Partners
New York
$25.4M -$807K -17,551 -3%
Bank of America
6
Bank of America
North Carolina
$24.5M +$862K +18,734 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$18.5M -$528K -11,470 -3%
MFG
8
Mainsail Financial Group
Washington
$17.8M +$365K +7,939 +2%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$15.5M +$15M +325,425 New
AR
10
Apeiron RIA
Texas
$10.2M -$567K -12,325 -5%
Osaic Holdings
11
Osaic Holdings
Arizona
$8.12M -$665K -14,448 -8%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$8.06M +$88K +1,914 +1%
CAP
13
Columbia Advisory Partners
Washington
$7.83M -$55.5K -1,207 -0.7%
DFP
14
Defined Financial Planning
California
$7.48M -$284K -6,165 -4%
BCI
15
Brinker Capital Investments
Pennsylvania
$7.13M -$398K -8,643 -5%
AI
16
Atria Investments
North Carolina
$7.1M -$467K -10,151 -6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7M -$111K -2,423 -2%
PS
18
Planned Solutions
California
$6.99M -$252K -5,473 -4%
KCM
19
Kathmere Capital Management
Pennsylvania
$6.66M -$133K -2,889 -2%
Raymond James Financial
20
Raymond James Financial
Florida
$6.22M -$322 -7 -0%
Morgan Stanley
21
Morgan Stanley
New York
$4.62M -$427K -9,285 -9%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$3.84M +$191K +4,148 +5%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$3.84M +$3.35M +72,802 +903%
IB
24
Intrust Bank
Kansas
$3.34M -$115K -2,500 -3%
Goldman Sachs
25
Goldman Sachs
New York
$3.32M -$92K -1,999 -3%