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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
176
Lake Street Private Wealth
Illinois
$348K +$31.3K +614 +10%
HR
177
Howe & Rusling
New York
$345K +$115K +2,250 +50%
MA
178
Mutual Advisors
Nebraska
$344K -$47.3K -927 -12%
CA
179
CGN Advisors
Kansas
$335K +$335K +6,571 New
GKWIM
180
Gerber Kawasaki Wealth & Investment Management
California
$327K +$327K +6,412 New
SAM
181
Secure Asset Management
Michigan
$308K +$308K +6,032 New
William Blair & Company
182
William Blair & Company
Illinois
$306K -$18.6K -365 -6%
OC
183
Oppenheimer & Co
New York
$306K
TI
184
Tidal Investments
Wisconsin
$306K
WIC
185
Woodmont Investment Counsel
Tennessee
$303K +$303K +5,928 New
HG
186
Harbor Group
New Hampshire
$302K
FT
187
Fiduciary Trust
Massachusetts
$300K
ICM
188
IMS Capital Management
Oregon
$294K +$12.8K +250 +5%
Morgan Stanley
189
Morgan Stanley
New York
$293K
SI
190
Stephens Inc
Arkansas
$279K -$132K -2,588 -32%
FA
191
FDx Advisors
Illinois
$272K +$27.6K +540 +11%
EFS
192
Essex Financial Services
Connecticut
$270K
RPSA
193
Richard P. Slaughter Associates
Texas
$265K +$266K +5,200 New
MFG
194
Merit Financial Group
Georgia
$264K -$97.8K -1,916 -27%
RVPG
195
Relative Value Partners Group
$255K +$255K +5,000 New
CCA
196
Childress Capital Advisors
Texas
$250K +$250K +4,900 New
GI
197
Gradient Investments
Minnesota
$245K +$16.9K +331 +7%
CTFG
198
Capstone Triton Financial Group
Oklahoma
$243K
HAS
199
HBW Advisory Services
California
$224K -$5.31K -104 -2%
LB
200
Leo Brokerage
Texas
$217K -$160K -3,126 -42%