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JPMorgan Sustainable Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAFN
26
First Affirmative Financial Network
Colorado
$384K -$11.8K -233 -3%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$362K -$39.3K -777 -10%
IAIM
28
International Assets Investment Management
Florida
$296K +$298K +5,900 New
VFP
29
Vested Financial Planning
California
$287K +$290K +5,733 New
WF
30
WinCap Financial
Massachusetts
$263K +$265K +5,250 New
FW
31
Fairway Wealth
Ohio
$254K +$256K +5,071 New
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$253K +$255K +5,048 New
FHA
33
Flagship Harbor Advisors
Massachusetts
$251K +$254K +5,019 New
Osaic Holdings
34
Osaic Holdings
Arizona
$237K +$9.5K +188 +4%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$207K +$1.21K +24 +0.6%
LJAC
36
L.J. Altfest & Co
New York
$206K -$28.1K -555 -12%
Morgan Stanley
37
Morgan Stanley
New York
$186K -$263K -5,200 -58%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$146K -$1.51M -29,830 -91%
UBS Group
39
UBS Group
Switzerland
$104K -$229K -4,529 -69%
ACA
40
Aptus Capital Advisors
Alabama
$101K +$60.7K +1,200 +149%
CAM
41
Clarity Asset Management
Iowa
$97.6K +$98.5K +1,949 New
CAS
42
Coppell Advisory Solutions
Texas
$47.3K
AWM
43
AE Wealth Management
Kansas
$2.85K +$2.88K +57 New
GRP
44
Global Retirement Partners
California
$401 -$354 -7 -47%
FLP
45
Financial Life Planners
Arizona
$354 +$354 +7 New
Bank of America
46
Bank of America
North Carolina
$50 -$101 -2 -67%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
-$649K -12,720 Closed
FTUS
48
Flow Traders U.S.
New York
-$571K -11,183 Closed
Citadel Advisors
49
Citadel Advisors
Florida
-$255K -4,998 Closed
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
-$13K -255 Closed