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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
226
Stratos Investment Management
Ohio
$351K +$9.7K +190 +3%
MA
227
Mutual Advisors
Nebraska
$344K
PFGIA
228
Patriot Financial Group Insurance Agency
Massachusetts
$343K -$114K -2,231 -25%
VIM
229
Vista Investment Management
Pennsylvania
$342K +$342K +6,707 New
SIAP
230
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$332K -$347K -6,800 -51%
SAF
231
Smith Anglin Financial
Texas
$329K +$329K +6,447 New
Morgan Stanley
232
Morgan Stanley
New York
$328K +$249K +4,876 +315%
WP
233
WealthSource Partners
California
$328K +$328K +6,420 New
LSPW
234
Lake Street Private Wealth
Illinois
$326K -$2.35K -46 -0.7%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$321K +$174K +3,403 +118%
TDC
236
Thompson Davis & Co
Virginia
$317K +$316K +6,200 New
SAM
237
Secure Asset Management
Michigan
$311K +$19.4K +380 +7%
BIA
238
BHK Investment Advisors
Alabama
$306K
OC
239
Oppenheimer & Co
New York
$306K
TI
240
Tidal Investments
Wisconsin
$306K
William Blair & Company
241
William Blair & Company
Illinois
$306K
HG
242
Harbor Group
New Hampshire
$302K
CWAF
243
Core Wealth Advisors (Florida)
Florida
$300K
FT
244
Fiduciary Trust
Massachusetts
$300K
IA
245
Insight Advisors
Pennsylvania
$296K
FPOC
246
Financial Planners of Cleveland
Ohio
$291K +$291K +5,706 New
CIAS
247
CFS Investment Advisory Services
New Jersey
$280K -$5.7M -111,681 -95%
SI
248
Stephens Inc
Arkansas
$279K
HFS
249
Howard Financial Services
Texas
$278K +$278K +5,438 New
FA
250
FDx Advisors
Illinois
$273K -$9.09K -178 -3%