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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMG
251
Smart Money Group
Texas
$550K +$549K +10,889 New
HL
252
HeadInvest LLC
Maine
$547K -$73.1K -1,450 -12%
CAL
253
Capital Analysts LLC
Pennsylvania
$530K +$491K +9,744 +1,308%
DWM
254
Dakota Wealth Management
Florida
$528K
ACS
255
Archford Capital Strategies
Illinois
$522K +$521K +10,331 New
RWA
256
Rainsberger Wealth Advisors
Colorado
$509K -$865K -17,153 -63%
RAG
257
RIA Advisory Group
Iowa
$505K +$504K +10,000 New
TI
258
Tidal Investments
Wisconsin
$505K
Creative Planning
259
Creative Planning
Kansas
$500K
FWM
260
Forza Wealth Management
Florida
$495K +$494K +9,800 New
ESB
261
Essex Savings Bank
Connecticut
$493K -$1.27M -25,252 -72%
S
262
SignatureFD
Georgia
$492K +$491K +9,739 New
AUB
263
Atlantic Union Bankshares
Virginia
$488K
OWM
264
Opes Wealth Management
California
$477K
CCP
265
Clarkston Capital Partners
Michigan
$450K -$167K -3,320 -27%
CMBA
266
C.M. Bidwell & Associates
Hawaii
$448K
GWM
267
Gray Wealth Management
Maine
$447K +$446K +8,847 New
USCWA
268
U.S. Capital Wealth Advisors
Texas
$446K -$20K -396 -4%
PTC
269
Private Trust Company
Ohio
$440K +$439K +8,708 New
NA
270
Nottingham Advisors
New York
$425K -$303K -6,000 -42%
SAG
271
SageView Advisory Group
California
$410K +$409K +8,113 New
BW
272
Bison Wealth
Georgia
$407K +$405K +8,028 New
JWCA
273
J.W. Cole Advisors
Florida
$406K -$114K -2,255 -22%
SCP
274
Shorepoint Capital Partners
Massachusetts
$401K
PWP
275
Principle Wealth Partners
Connecticut
$399K -$321K -6,369 -45%