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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFN
151
Focus Financial Network
Minnesota
$1.74M +$30.6K +604 +2%
MTWM
152
Masso Torrence Wealth Management
New Jersey
$1.71M -$233K -4,607 -12%
NC
153
NewSquare Capital
Pennsylvania
$1.68M -$27.1K -535 -2%
SFS
154
Starfox Financial Services
Texas
$1.65M +$1.65M +32,520 New
SPA
155
Shore Point Advisors
New Jersey
$1.62M +$158K +3,130 +11%
DT
156
Daniels + Tansey
Delaware
$1.61M +$237K +4,685 +17%
RPC
157
Rossmore Private Capital
Connecticut
$1.6M +$1.6M +31,505 New
TWM
158
Tradition Wealth Management
Minnesota
$1.58M +$1.58M +31,200 New
DBT
159
Dubuque Bank & Trust
Iowa
$1.56M
MAC
160
Mason & Associates (California)
California
$1.52M -$89.4K -1,766 -6%
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$1.47M +$198K +3,915 +16%
RWA
162
Roberts Wealth Advisors
California
$1.47M -$1.21M -23,894 -45%
FA
163
Fiduciary Alliance
South Carolina
$1.44M +$83K +1,639 +6%
KL
164
KWMG LLC
Kansas
$1.44M +$21.6K +427 +2%
BFG
165
Bleakley Financial Group
New Jersey
$1.41M -$369K -7,296 -21%
SS
166
Simplicity Solutions
Minnesota
$1.41M +$1.06M +20,991 +307%
AA
167
Ancora Advisors
Ohio
$1.4M -$257K -5,079 -16%
EFS
168
Essex Financial Services
Connecticut
$1.39M +$107K +2,106 +8%
SFS
169
Security Financial Services
Indiana
$1.38M -$92.9K -1,835 -6%
PA
170
Perennial Advisors
New York
$1.36M +$496K +9,800 +57%
SW
171
StrongBox Wealth
Missouri
$1.34M +$26.3K +520 +2%
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$1.3M +$1.3M +25,657 New
EWS
173
Evergreen Wealth Solutions
Pennsylvania
$1.28M +$265K +5,227 +26%
SWM
174
Spire Wealth Management
Virginia
$1.28M +$1.13M +22,292 +785%
TAM
175
Titleist Asset Management
Texas
$1.26M +$1.26M +24,906 New