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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
226
Avaii Wealth Management
Wisconsin
$702K +$2.98K +59 +0.4%
RWA
227
Rooted Wealth Advisors
Illinois
$695K +$693K +13,715 New
VIM
228
Vista Investment Management
Pennsylvania
$690K -$70.8K -1,400 -9%
KWM
229
Kingsview Wealth Management
Oregon
$688K -$786K -15,536 -53%
EBWM
230
Eagle Bluffs Wealth Management
Missouri
$679K +$675K +13,346 New
EHAM
231
Eagle Harbor Asset Management
Washington
$674K -$18.3K -361 -3%
CFA
232
Capstone Financial Advisors
Illinois
$660K -$1.21M -23,850 -65%
KAS
233
Kestra Advisory Services
Texas
$630K -$33.5K -663 -5%
WN
234
Williams & Novak
California
$619K +$617K +12,200 New
UWM
235
USAdvisors Wealth Management
Minnesota
$617K -$39.2K -776 -6%
ESB
236
Essex Savings Bank
Connecticut
$615K +$119K +2,352 +24%
SWP
237
Summit Wealth Partners
Florida
$614K +$41.2K +814 +7%
DWM
238
Dakota Wealth Management
Florida
$613K +$30.8K +610 +5%
HIF
239
Hill Island Financial
Michigan
$611K +$609K +12,046 New
SPIA
240
Steward Partners Investment Advisory
New York
$602K -$24.1K -477 -4%
WWC
241
Waypoint Wealth Counsel
Georgia
$597K -$71.9K -1,422 -11%
AHC
242
Adell Harriman & Carpenter
Texas
$596K – – –
SCG
243
Sonata Capital Group
Washington
$594K -$25K -495 -4%
USCWA
244
U.S. Capital Wealth Advisors
Texas
$584K +$35.4K +700 +6%
HIP
245
HUB Investment Partners
Texas
$581K -$48.1K -952 -8%
RPC
246
Rossmore Private Capital
Connecticut
$578K -$73.6K -1,455 -11%
WB
247
Webster Bank
Connecticut
$574K -$20.2K -400 -3%
RWP
248
RWA Wealth Partners
Massachusetts
$568K +$566K +11,187 New
DC
249
Davenport & Co
Virginia
$553K +$166K +3,286 +43%
HI
250
Harbour Investments
Wisconsin
$543K +$419K +8,291 +343%
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