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JPMorgan Sustainable Municipal Income ETF
JMSI

Name Holding Trade Value Shares
Change 		Change in
Stake
FW
26
Fairway Wealth
Ohio
$483K +$232K +4,635 +91%
SA
27
Skyline Advisors
Washington
$433K +$6.01K +120 +1%
UBS Group
28
UBS Group
Switzerland
$400K +$299K +5,959 +286%
FAFN
29
First Affirmative Financial Network
Colorado
$397K +$15.8K +315 +4%
OMC
30
Old Mission Capital
Illinois
$324K +$326K +6,504 New
FHA
31
Flagship Harbor Advisors
Massachusetts
$269K +$19K +379 +8%
WF
32
WinCap Financial
Massachusetts
$261K – – –
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$253K +$1.5K +30 +0.6%
AIA
34
Ally Invest Advisors
North Carolina
$241K +$243K +4,841 New
VFP
35
Vested Financial Planning
California
$208K -$78.2K -1,560 -27%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$202K -$159K -3,176 -44%
Morgan Stanley
37
Morgan Stanley
New York
$185K +$100 +2 +0.1%
AF
38
Advisornet Financial
Minnesota
$183K +$184K +3,680 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$153K +$8.17K +163 +6%
ACA
40
Aptus Capital Advisors
Alabama
$102K +$2.46K +49 +2%
CAM
41
Clarity Asset Management
Iowa
$97.9K +$902 +18 +0.9%
FNWA
42
Financial Network Wealth Advisors
Utah
$75.8K +$76.3K +1,523 New
Osaic Holdings
43
Osaic Holdings
Arizona
$64.6K -$171K -3,419 -72%
AWM
44
AE Wealth Management
Kansas
$2.86K – – –
RAM
45
Riggs Asset Management
Pennsylvania
$897 +$902 +18 New
RWM
46
Ruedi Wealth Management
Illinois
$66 +$50 +1 New
IAIM
47
International Assets Investment Management
Florida
– -$296K -5,900 Closed
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
– -$207K -4,128 Closed
LJAC
49
L.J. Altfest & Co
New York
– -$206K -4,110 Closed
CAS
50
Coppell Advisory Solutions
Texas
– -$47.3K -942 Closed
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