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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
126
Mission Wealth Management
California
$2.17M -$2.13M -42,122 -50%
TW
127
Transform Wealth
Colorado
$2.13M -$11.6M -229,618 -84%
GCA
128
Gradient Capital Advisors
California
$2.12M +$425K +8,419 +25%
SW
129
SkyOak Wealth
Michigan
$2.12M -$2.2M -43,540 -51%
MPW
130
Monterey Private Wealth
California
$2.11M -$217K -4,291 -9%
GC
131
Gratus Capital
Georgia
$2.1M +$1.44M +28,500 +221%
TIM
132
Tortoise Investment Management
New York
$1.98M – – –
SCP
133
Shorepoint Capital Partners
Massachusetts
$1.96M +$1M +19,821 +105%
EFL
134
ERn Financial LLC
Wisconsin
$1.94M -$340K -6,724 -15%
REMPR
135
Roof Eidam Maycock Peralta (REMP)
California
$1.91M – – –
SFP
136
Sandbox Financial Partners
Maryland
$1.91M -$14.1K -278 -0.7%
CC
137
Callan Capital
California
$1.85M -$3.04M -60,084 -62%
MSFS
138
Main Street Financial Solutions
Pennsylvania
$1.83M -$298K -5,900 -14%
CFG
139
Cooper Financial Group
California
$1.78M +$124K +2,449 +7%
KSWA
140
Kathleen S. Wright Associates
Pennsylvania
$1.78M +$31.2K +617 +2%
ESB
141
Essex Savings Bank
Connecticut
$1.77M -$76.2K -1,508 -4%
CFGF
142
Compass Financial Group (Florida)
Florida
$1.75M +$22.3K +442 +1%
WIP
143
WealthCare Investment Partners
Rhode Island
$1.7M +$1.7M +33,600 New
TBWA
144
Three Bridge Wealth Advisors
California
$1.65M +$305K +6,025 +23%
GA
145
GoalVest Advisory
New York
$1.62M +$682K +13,502 +73%
VWM
146
Venturi Wealth Management
Texas
$1.61M -$28.4M -562,833 -95%
YWS
147
Yarger Wealth Strategies
Ohio
$1.61M +$86.7K +1,715 +6%
GVAG
148
Great Valley Advisor Group
Delaware
$1.6M +$573K +11,332 +56%
MHR
149
Matthew Hamilton Rosenberg
$1.58M +$51 +1 +0%
ASN
150
Advisory Services Network
Georgia
$1.55M +$292K +5,774 +23%
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