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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
326
Intergy Private Wealth
Colorado
$853K +$26.9K +528 +3%
FDW
327
Fourth Dimension Wealth
Ohio
$853K +$42.4K +833 +5%
WIC
328
Woodmont Investment Counsel
Tennessee
$842K +$295K +5,790 +54%
RDFA
329
Ritter Daniher Financial Advisory
Ohio
$839K +$262K +5,149 +45%
AC
330
Apella Capital
Connecticut
$839K +$3.67K +72 +0.4%
PCM
331
Presidio Capital Management
California
$834K -$158K -3,108 -16%
KCIC
332
Kuhn & Co Investment Counsel
Illinois
$832K +$150K +2,936 +22%
IAN
333
Integrated Advisors Network
Texas
$824K -$1.74M -34,206 -68%
BFO
334
Boston Family Office
Massachusetts
$823K -$17.5K -344 -2%
BIA
335
BHK Investment Advisors
Alabama
$815K +$509K +10,000 +167%
JJBC
336
James J. Burns & Company
New York
$806K -$204K -4,008 -20%
EBWM
337
Eagle Bluffs Wealth Management
Missouri
$803K -$10.2K -200 -1%
CWP
338
Cyndeo Wealth Partners
Florida
$795K +$795K +15,612 New
CA
339
Claro Advisors
Massachusetts
$793K -$14.9K -292 -2%
SPA
340
Sound Portfolio Advisors
Connecticut
$784K +$784K +15,392 New
QWM
341
Quadcap Wealth Management
Texas
$770K -$70.8K -1,390 -8%
MCFP
342
Mallini Complete Financial Planning
Florida
$759K +$5.14K +101 +0.7%
MFS
343
Mattson Financial Services
Michigan
$758K +$162K +3,171 +27%
Comerica Bank
344
Comerica Bank
Texas
$752K +$19K +373 +3%
RDWM
345
Red Door Wealth Management
Tennessee
$749K +$749K +14,695 New
MP
346
McDonald Partners
Ohio
$744K
CFS
347
Commonwealth Financial Services
West Virginia
$740K +$20.6K +404 +3%
PGFC
348
Peapack-Gladstone Financial Corp
New Jersey
$734K -$17.5K -344 -2%
SHWA
349
Safe Harbor Wealth Advisors
Ohio
$725K +$722K +14,181 New
SB
350
Strategic Blueprint
Georgia
$723K +$255 +5 +0%