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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HL
301
HeadInvest LLC
Maine
$351K -$114K -2,250 -25%
PA
302
PFG Advisors
Arizona
$342K -$28.4K -561 -8%
MCWA
303
Meadow Creek Wealth Advisors
Georgia
$340K +$339K +6,700 New
MPW
304
Monterey Private Wealth
California
$338K -$8.65K -171 -3%
BWM
305
BlackDiamond Wealth Management
New York
$338K +$9.15K +181 +3%
HSA
306
HBK Sorce Advisory
Pennsylvania
$337K -$21.5K -425 -6%
CIA
307
Concurrent Investment Advisors
Florida
$333K +$332K +6,559 New
CWM
308
Collaborative Wealth Management
Florida
$326K +$79.9K +1,581 +33%
GAA
309
Guardian Asset Advisors
Pennsylvania
$322K +$321K +6,348 New
WCM
310
Windsor Capital Management
Arizona
$318K -$80.3K -1,589 -20%
AUB
311
Atlantic Union Bankshares
Virginia
$313K -$32.8K -649 -10%
BW
312
Bison Wealth
Georgia
$308K -$14.8K -292 -5%
OFP
313
OLIO Financial Planning
Virginia
$308K -$303 -6 -0.1%
HSG
314
Helen Stephens Group
Texas
$307K +$306K +6,044 New
EA
315
Ergawealth Advisors
Illinois
$306K -$48K -950 -14%
SJL
316
Shayne & Jacobs LLC
Tennessee
$304K
JWCA
317
J.W. Cole Advisors
Florida
$304K +$41.7K +824 +16%
GDP
318
Great Diamond Partners
Maine
$302K
CCG
319
Catalina Capital Group
California
$301K +$299K +5,923 New
SPA
320
Shore Point Advisors
New Jersey
$296K -$580K -11,463 -66%
PAS
321
Park Avenue Securities
New York
$295K +$294K +5,819 New
CFD
322
Creative Financial Designs
Indiana
$283K -$923K -18,253 -77%
Comerica Bank
323
Comerica Bank
Texas
$279K -$77.1K -1,525 -22%
WIP
324
WealthCare Investment Partners
Rhode Island
$275K -$809 -16 -0.3%
SFG
325
StrategIQ Financial Group
Indiana
$273K +$29.8K +590 +12%