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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
251
Security Financial Services
Indiana
$1.01M +$6.91K +136 +0.7%
FWP
252
FAS Wealth Partners
Kansas
$1.01M +$13.4K +264 +1%
USGIU
253
U.S. Global Investors (USGI)
Texas
$1M +$1M +19,700 New
CAS
254
Coppell Advisory Solutions
Texas
$994K +$908K +17,867 +16,544%
SIG
255
Sargent Investment Group
Maryland
$981K +$541K +10,650 +123%
KPWS
256
Kestra Private Wealth Services
Texas
$977K +$976K +19,209 New
CAM
257
Cozad Asset Management
Illinois
$973K +$67K +1,319 +7%
LFG
258
Leverty Financial Group
Wisconsin
$968K +$968K +19,043 New
SC
259
Slow Capital
California
$952K -$2.66M -52,355 -74%
RYIA
260
Roehl & Yi Investment Advisors
Oregon
$946K -$77.9K -1,533 -8%
DWP
261
Daymark Wealth Partners
Ohio
$943K -$2.79K -55 -0.3%
4WM
262
49 Wealth Management
Texas
$940K +$44K +865 +5%
BWP
263
BSW Wealth Partners
Colorado
$934K -$222K -4,360 -19%
GI
264
GAMMA Investing
California
$930K +$53.6K +1,055 +6%
SCA
265
Sandy Cove Advisors
Massachusetts
$928K +$697K +13,714 +302%
Morgan Stanley
266
Morgan Stanley
New York
$915K -$2.18M -42,911 -70%
LWA
267
Lineweaver Wealth Advisors
Ohio
$896K +$110K +2,168 +14%
MWG
268
Martin Worley Group
Utah
$888K -$36K -709 -4%
FFA
269
Farther Finance Advisors
California
$883K +$306K +6,021 +53%
SOS
270
Silver Oak Securities
Tennessee
$873K -$144K -2,832 -14%
BI
271
Bolthouse Investments
California
$867K -$1.02K -20 -0.1%
SAI
272
Savvy Advisors Inc
New York
$866K +$1.22K +24 +0.1%
JFA
273
JNBA Financial Advisors
Minnesota
$861K – – –
FDW
274
Fourth Dimension Wealth
Ohio
$859K +$3.91K +77 +0.5%
YWS
275
Yarger Wealth Strategies
Ohio
$836K +$15.4K +303 +2%