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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
276
Garden State Investment Advisory Services
New Jersey
$428K +$80.7K +1,594 +23%
WAM
277
WNY Asset Management
New York
$420K +$40K +790 +11%
SAG
278
SageView Advisory Group
California
$412K – – –
MFP
279
Meridian Financial Partners
Virginia
$404K -$357K -7,060 -47%
BFA
280
Beaumont Financial Advisors
Massachusetts
$402K -$201K -3,960 -33%
PWP
281
Principle Wealth Partners
Connecticut
$401K – – –
PCP
282
Proficio Capital Partners
Massachusetts
$396K – – –
TIM
283
Tortoise Investment Management
New York
$393K -$1.53M -30,189 -80%
WB
284
Webster Bank
Connecticut
$392K – – –
TI
285
Trexquant Investment
Connecticut
$392K +$390K +7,712 New
MWM
286
Meridian Wealth Management
Kentucky
$385K +$80.3K +1,585 +26%
SAM
287
Secure Asset Management
Michigan
$380K +$23.4K +462 +7%
VWA
288
Visionary Wealth Advisors
Illinois
$379K +$378K +7,464 New
WCM
289
Windsor Capital Management
Arizona
$378K +$55.3K +1,093 +17%
ICM
290
IMS Capital Management
Oregon
$376K – – –
HSA
291
HBK Sorce Advisory
Pennsylvania
$362K -$361K -7,134 -50%
CAWM
292
Capital Advisors Wealth Management
Washington
$360K -$198K -3,905 -36%
JJBC
293
James J. Burns & Company
New York
$360K +$138K +2,734 +63%
BIA
294
BHK Investment Advisors
Alabama
$356K +$354K +7,000 New
BCP
295
Blue Chip Partners
Michigan
$352K -$32.5K -641 -8%
OFP
296
OLIO Financial Planning
Virginia
$343K -$9.21K -182 -3%
GC
297
Gratus Capital
Georgia
$340K -$5.37K -106 -2%
EBWM
298
Eagle Bluffs Wealth Management
Missouri
$331K +$2.53K +50 +0.8%
BW
299
Bison Wealth
Georgia
$330K -$76.7K -1,515 -19%
VA
300
Valmark Advisers
Ohio
$325K -$47.9K -947 -13%
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12
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