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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
226
Rooted Wealth Advisors
Illinois
$1.07M +$3.45K +68 +0.3%
FAIM
227
Financial Advocates Investment Management
Washington
$1.06M +$801K +15,760 +310%
WIC
228
Woodmont Investment Counsel
Tennessee
$1.04M +$26.7K +525 +3%
KA
229
Klingman & Associates
New York
$1.02M -$738K -14,522 -42%
RYIA
230
Roehl & Yi Investment Advisors
Oregon
$1.02M +$1.02M +20,132 New
SOS
231
Silver Oak Securities
Tennessee
$1.02M +$2.95K +58 +0.3%
TP
232
Tranquility Partners
Tennessee
$1.02M – – –
P
233
&Partners
Tennessee
$1.01M +$34K +669 +3%
KAS
234
Kestra Advisory Services
Texas
$1.01M +$202K +3,982 +25%
SFS
235
Security Financial Services
Indiana
$1M +$7.62K +150 +0.8%
UWM
236
USAdvisors Wealth Management
Minnesota
$993K +$273K +5,370 +38%
FWP
237
FAS Wealth Partners
Kansas
$990K +$57.3K +1,128 +6%
VA
238
Valmark Advisers
Ohio
$986K +$487K +9,579 +97%
WCM
239
WealthBridge Capital Management
Ohio
$978K +$125K +2,470 +15%
OIA
240
OneDigital Investment Advisors
Kansas
$976K +$562K +11,063 +135%
DWP
241
Daymark Wealth Partners
Ohio
$943K -$19.5K -384 -2%
NCM
242
NCM Capital Management
New Jersey
$937K +$432K +8,500 +85%
MWG
243
Martin Worley Group
Utah
$921K +$923K +18,170 New
CAM
244
Cozad Asset Management
Illinois
$903K +$905K +17,813 New
4WM
245
49 Wealth Management
Texas
$893K -$468K -9,205 -34%
GI
246
GAMMA Investing
California
$874K +$162K +3,192 +23%
ICP
247
Impact Capital Partners
Colorado
$868K +$870K +17,122 New
BI
248
Bolthouse Investments
California
$866K +$867K +17,076 New
SAI
249
Savvy Advisors Inc
New York
$862K – – –
JFA
250
JNBA Financial Advisors
Minnesota
$859K -$6.91K -136 -0.8%
8 9
10
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