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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
351
Pathway Financial Advisors
Vermont
$210K +$209K +4,133 New
PCM
352
Parsons Capital Management
Rhode Island
$208K -$10K -198 -5%
William Blair & Company
353
William Blair & Company
Illinois
$207K -$111K -2,200 -35%
FPCP
354
Fort Point Capital Partners
California
$203K
SSWM
355
Sheets Smith Wealth Management
North Carolina
$202K
HG
356
Harbor Group
New Hampshire
$201K +$200K +3,965 New
SF
357
Symphony Financial
Texas
$201K +$200K +3,954 New
PCMC
358
Private Capital Management (Colorado)
Colorado
$194K +$80.7K +1,596 +72%
KFS
359
Kelly Financial Services
Massachusetts
$191K +$191K +3,772 New
WPA
360
West Paces Advisors
Georgia
$178K +$25K +495 +16%
SAM
361
Smartleaf Asset Management
Massachusetts
$173K +$173K +3,421 New
EWP
362
Elevation Wealth Partners
California
$142K
CF
363
Centaurus Financial
California
$128K
CTA
364
Colonial Trust Advisors
South Carolina
$116K +$1.01K +20 +0.9%
SSB
365
Sandy Spring Bank
Maryland
$114K
JWM
366
Janiczek Wealth Management
Colorado
$103K
PGAM
367
Princeton Global Asset Management
New Jersey
$88.8K
EWM
368
EPG Wealth Management
Georgia
$85K +$1.11K +22 +1%
MCM
369
MidAtlantic Capital Management
Virginia
$79.4K +$79.1K +1,565 New
CFO
370
CVA Family Office
Colorado
$75.1K +$74.8K +1,480 New
KFI
371
Key Financial Inc
Pennsylvania
$74.2K -$26K -515 -26%
ASN
372
Advisory Services Network
Georgia
$60.1K +$59.9K +1,184 New
SWC
373
Spectrum Wealth Counsel
Indiana
$51.3K +$51.2K +1,012 New
TLA
374
Tanglewood Legacy Advisors
Texas
$50.7K
CW
375
Cooksen Wealth
Texas
$50.7K +$50.6K +1,000 New