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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
151
Venturi Wealth Management
Texas
$1.81M +$501K +9,915 +38%
SWP
152
Stratos Wealth Partners
Ohio
$1.81M +$639K +12,633 +55%
SIA
153
Soltis Investment Advisors
Utah
$1.8M -$127K -2,507 -7%
CAM
154
Clarity Asset Management
Iowa
$1.77M +$1.77M +34,951 New
CFGF
155
Compass Financial Group (Florida)
Florida
$1.77M – – –
PWH
156
Priebe Wealth Holdings
Minnesota
$1.75M +$1.75M +34,572 New
RSWA
157
Robinson Smith Wealth Advisors
Maine
$1.75M +$1.75M +34,555 New
NCM
158
New Capital Management
Texas
$1.7M -$3.16M -62,456 -65%
HFM
159
Hartford Financial Management
Connecticut
$1.65M -$246K -4,865 -13%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$1.62M -$113K -2,237 -7%
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$1.61M +$233K +4,612 +17%
IA
162
IFP Advisors
Florida
$1.58M -$249K -4,926 -14%
NC
163
NewSquare Capital
Pennsylvania
$1.57M -$21.1K -418 -1%
SOS
164
Silver Oak Securities
Tennessee
$1.57M +$1.56M +30,928 New
NW
165
Naviter Wealth
Arkansas
$1.57M +$640K +12,652 +70%
PAG
166
Paladin Advisory Group
Iowa
$1.54M +$266K +5,252 +21%
RDFA
167
Ritter Daniher Financial Advisory
Ohio
$1.53M -$1.31M -25,870 -46%
KL
168
KWMG LLC
Kansas
$1.53M +$37.3K +737 +3%
KA
169
Kooman & Associates
Pennsylvania
$1.52M -$276K -5,464 -15%
PAG
170
Private Advisor Group
New Jersey
$1.39M -$539K -10,669 -28%
AWM
171
Able Wealth Management
New Jersey
$1.37M +$1.36M +26,935 New
AA
172
Ancora Advisors
Ohio
$1.29M -$2.02K -40 -0.2%
PSCM
173
Per Stirling Capital Management
Texas
$1.28M +$703K +13,913 +122%
Morgan Stanley
174
Morgan Stanley
New York
$1.27M -$109K -2,147 -8%
LWP
175
Laurel Wealth Planning
Minnesota
$1.26M +$207K +4,097 +20%