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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Connecticut Wealth Management
Connecticut
$566K +$569K +11,258 New
RWA
227
Ropes Wealth Advisors
Massachusetts
$564K -$115K -2,282 -17%
SPI
228
Sutton Place Investors
New York
$553K – – –
MP
229
McDonald Partners
Ohio
$533K +$30.3K +600 +6%
SS
230
Simplicity Solutions
Minnesota
$527K +$529K +10,474 New
DWM
231
Dakota Wealth Management
Florida
$526K – – –
JWCA
232
J.W. Cole Advisors
Florida
$518K -$1.01M -19,982 -66%
IA
233
Insight Advisors
Pennsylvania
$516K -$12K -238 -2%
CAG
234
Curtis Advisory Group
California
$512K -$64.3K -1,273 -11%
CAWM
235
Capital Advisors Wealth Management
Washington
$508K +$510K +10,091 New
TI
236
Tidal Investments
Wisconsin
$503K – – –
PCM
237
Parsons Capital Management
Rhode Island
$503K +$146K +2,892 +41%
Creative Planning
238
Creative Planning
Kansas
$498K -$66K -1,307 -12%
AUB
239
Atlantic Union Bankshares
Virginia
$486K -$129K -2,559 -21%
OWM
240
Opes Wealth Management
California
$475K – – –
USCWA
241
U.S. Capital Wealth Advisors
Texas
$464K – – –
CMBA
242
C.M. Bidwell & Associates
Hawaii
$446K +$448K +8,865 New
PIA
243
Pinion Investment Advisors
Kansas
$445K -$23.9K -472 -5%
CG
244
CFO4Life Group
Texas
$425K +$910 +18 +0.2%
BPA
245
Beacon Pointe Advisors
California
$423K +$425K +8,409 New
SCP
246
Shorepoint Capital Partners
Massachusetts
$399K -$1.55M -30,715 -79%
PCP
247
Proficio Capital Partners
Massachusetts
$392K – – –
WB
248
Webster Bank
Connecticut
$388K – – –
BCP
249
Blue Chip Partners
Michigan
$380K +$34.9K +690 +10%
DI
250
DFPG Investments
Utah
$357K – – –