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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
251
Boston Family Office
Massachusetts
$532K -$505K -9,980 -49%
MWM
252
Meridian Wealth Management
Kentucky
$526K -$64.5K -1,275 -11%
WCM
253
WealthBridge Capital Management
Ohio
$520K -$35.2K -697 -6%
RA
254
RFG Advisory
Alabama
$515K +$133K +2,639 +35%
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$514K -$445K -8,802 -46%
WE
256
Wealth Effects
Massachusetts
$510K +$508K +10,043 New
SPI
257
Sutton Place Investors
New York
$507K – – –
Pathstone Holdings
258
Pathstone Holdings
New Jersey
$507K +$506K +10,000 New
TNBTD
259
Trustmark National Bank Trust Department
Mississippi
$507K +$49.9K +986 +11%
PS
260
Principal Securities
Iowa
$506K +$504K +9,963 New
MWM
261
Mission Wealth Management
California
$497K -$53.8K -1,063 -10%
WAM
262
WNY Asset Management
New York
$495K – – –
TSWM
263
Tyler-Stone Wealth Management
Ohio
$482K +$319K +6,300 +197%
KCIC
264
Kuhn & Co Investment Counsel
Illinois
$481K +$480K +9,485 New
LNC
265
Lincoln National Corp
Pennsylvania
$470K +$262K +5,182 +127%
SFA
266
Souders Financial Advisors
Ohio
$451K +$180K +3,563 +67%
LWA
267
Lineweaver Wealth Advisors
Ohio
$451K +$450K +8,890 New
RHP
268
Royal Harbor Partners
Texas
$451K – – –
AF
269
Advisornet Financial
Minnesota
$450K +$348K +6,888 +347%
CMBA
270
C.M. Bidwell & Associates
Hawaii
$450K – – –
SFG
271
Sage Financial Group
Pennsylvania
$449K – – –
FA
272
FDx Advisors
Illinois
$448K +$446K +8,821 New
ICP
273
Interchange Capital Partners
Pennsylvania
$448K +$446K +8,821 New
MC
274
Middleton & Co
Massachusetts
$441K – – –
MSFS
275
Main Street Financial Solutions
Pennsylvania
$439K -$50.6K -1,000 -10%