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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIP
251
WealthCare Investment Partners
Rhode Island
$787K +$16.1K +317 +2%
WCFA
252
Walkner Condon Financial Advisors
Wisconsin
$785K -$146K -2,865 -16%
VIM
253
Vista Investment Management
Pennsylvania
$770K +$76.7K +1,508 +11%
FWM
254
Forza Wealth Management
Florida
$759K
GWSG
255
GPS Wealth Strategies Group
Colorado
$756K +$15.4K +302 +2%
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$750K -$194K -3,810 -21%
MTWM
257
Masso Torrence Wealth Management
New Jersey
$746K +$151K +2,965 +25%
MP
258
McDonald Partners
Ohio
$744K
NA
259
Nottingham Advisors
New York
$727K +$327K +6,435 +82%
JBA
260
Johnson Bixby & Associates
Washington
$727K
UWM
261
USAdvisors Wealth Management
Minnesota
$724K +$40.7K +801 +6%
AOWM
262
Alpha Omega Wealth Management
Virginia
$717K -$160K -3,152 -18%
GI
263
GAMMA Investing
California
$715K +$58.7K +1,155 +9%
CWM
264
Centurion Wealth Management
Virginia
$710K +$709K +13,940 New
ATC
265
Argent Trust Co
Tennessee
$700K +$698K +13,741 New
LWA
266
Lineweaver Wealth Advisors
Ohio
$699K +$34.9K +687 +5%
NL
267
NWAM LLC
Washington
$689K +$273K +5,380 +66%
CW
268
CreativeOne Wealth
Kansas
$680K +$366K +7,204 +117%
EHAM
269
Eagle Harbor Asset Management
Washington
$677K +$152 +3 +0%
PCM
270
Pennsylvania Capital Management
Pennsylvania
$662K +$660K +12,988 New
PWA
271
Peterson Wealth Advisors
Utah
$660K +$248K +4,869 +60%
PCM
272
Presidio Capital Management
California
$658K +$58.9K +1,159 +10%
CWM
273
Collaborative Wealth Management
Florida
$657K +$46.1K +907 +8%
SIA
274
Soltis Investment Advisors
Utah
$652K +$4.42K +87 +0.7%
SWP
275
Summit Wealth Partners
Florida
$636K