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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
376
WMG Financial Advisors
Tennessee
$241K
SPA
377
Shore Point Advisors
New Jersey
$240K -$44.5K -875 -16%
MF
378
Meridian Financial
Massachusetts
$239K +$1.32K +26 +0.6%
CFG
379
Citizens Financial Group
Rhode Island
$239K +$239K +4,697 New
MPW
380
Monterey Private Wealth
California
$235K +$235K +4,615 New
QWM
381
Quadcap Wealth Management
Texas
$231K +$230K +4,531 New
GAA
382
Guardian Asset Advisors
Pennsylvania
$228K +$712 +14 +0.3%
HCM
383
Hutchinson Capital Management
California
$226K
SWP
384
Semus Wealth Partners
Florida
$224K +$1.83K +36 +0.8%
Envestnet Portfolio Solutions
385
Envestnet Portfolio Solutions
Illinois
$219K +$218K +4,291 New
SB
386
Strategic Blueprint
Georgia
$218K
BFA
387
Beaumont Financial Advisors
Massachusetts
$218K -$4.88K -96 -2%
CA
388
Continuum Advisory
Idaho
$217K +$218K +4,280 New
HFW
389
Horizon Family Wealth
Illinois
$216K +$216K +4,240 New
MWM
390
Meridian Wealth Management
Kentucky
$216K
HSWM
391
Hubbell Strickland Wealth Management
Louisiana
$212K
PFA
392
Pathway Financial Advisors
Vermont
$211K
AUB
393
Atlantic Union Bankshares
Virginia
$210K -$17.7K -349 -8%
AWA
394
Aletheian Wealth Advisors
Washington
$202K -$2.19K -43 -1%
SAM
395
Smartleaf Asset Management
Massachusetts
$187K +$43K +845 +30%
GWM
396
Geneos Wealth Management
Colorado
$161K
EWP
397
Elevation Wealth Partners
California
$142K
MPWT
398
MassMutual Private Wealth & Trust
Connecticut
$141K -$1.02M -19,979 -88%
CIBC Private Wealth Group
399
CIBC Private Wealth Group
Georgia
$136K
CTA
400
Colonial Trust Advisors
South Carolina
$120K +$966 +19 +0.8%