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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IIA
276
Integral Investment Advisors
California
$508K -$380K -7,500 -43%
VA
277
Valmark Advisers
Ohio
$503K +$502K +9,905 New
SWM
278
SigFig Wealth Management
California
$502K -$991K -19,565 -66%
TNBTD
279
Trustmark National Bank Trust Department
Mississippi
$502K -$5.07K -100 -1%
TFO
280
Tarbox Family Office
California
$500K +$2.58K +51 +0.5%
IWM
281
IHT Wealth Management
Illinois
$500K +$499K +9,848 New
WCM
282
WealthBridge Capital Management
Ohio
$497K +$3.34K +66 +0.7%
IA
283
IAM Advisory
Pennsylvania
$496K +$54.2K +1,069 +12%
WAM
284
WNY Asset Management
New York
$496K – – –
BFO
285
Boston Family Office
Massachusetts
$492K – – –
IWP
286
IAG Wealth Partners
Wisconsin
$481K +$190K +3,749 +65%
KWM
287
Kingsview Wealth Management
Oregon
$470K +$470K +9,270 New
WA
288
Waverly Advisors
Alabama
$466K -$42.4K -837 -8%
OIA
289
OneDigital Investment Advisors
Kansas
$465K +$40.2K +794 +9%
RWA
290
Roberts Wealth Advisors
California
$464K -$200K -3,940 -30%
BFEC
291
Benjamin F. Edwards & Company
Missouri
$461K +$42.8K +844 +10%
William Blair & Company
292
William Blair & Company
Illinois
$458K +$273K +5,381 +147%
IA
293
IFG Advisory
Georgia
$456K +$455K +8,984 New
RA
294
RFG Advisory
Alabama
$455K -$143K -2,830 -24%
BFIM
295
Beese Fulmer Investment Management
Ohio
$454K +$203K +4,000 +81%
RHP
296
Royal Harbor Partners
Texas
$451K – – –
CMBA
297
C.M. Bidwell & Associates
Hawaii
$450K – – –
CWS
298
Confluence Wealth Services
Pennsylvania
$447K +$45.6K +900 +11%
RPC
299
Rossmore Private Capital
Connecticut
$440K -$30.1K -595 -6%
TI
300
Tidal Investments
Wisconsin
$437K +$436K +8,616 New