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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
176
Modera Wealth Management
New Jersey
$1.5M +$1.5M +29,575 New
TWM
177
Tradition Wealth Management
Minnesota
$1.43M -$101K -2,000 -7%
NCM
178
New Capital Management
Texas
$1.4M -$49.2K -971 -3%
JWBC
179
John W. Brooker & Co
California
$1.4M -$128K -2,531 -8%
PAG
180
Paladin Advisory Group
Iowa
$1.38M -$312K -6,151 -18%
AA
181
Ancora Advisors
Ohio
$1.35M – – –
AWM
182
Able Wealth Management
New Jersey
$1.33M -$243K -4,805 -15%
PIA
183
Perennial Investment Advisors
California
$1.32M +$164K +3,240 +14%
NC
184
NewSquare Capital
Pennsylvania
$1.29M -$248K -4,900 -16%
ATS
185
Ashton Thomas Securities
New York
$1.27M +$1.27M +25,153 New
ST
186
Sentinel Trust
Texas
$1.26M +$501K +9,890 +67%
BCG
187
BayBridge Capital Group
California
$1.25M +$6.48K +128 +0.5%
PSCM
188
Per Stirling Capital Management
Texas
$1.23M -$50.7K -1,000 -4%
PFS
189
Prospera Financial Services
Texas
$1.18M +$507 +10 +0%
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$1.15M +$673K +13,283 +140%
SA
191
Stewardship Advisors
Pennsylvania
$1.11M +$250K +4,930 +29%
CG
192
Cynosure Group
Utah
$1.11M – – –
HSG
193
Helen Stephens Group
Texas
$1.09M +$561K +11,083 +107%
FCA
194
FinTrust Capital Advisors
South Carolina
$1.07M -$23.8K -470 -2%
TDC
195
Thompson Davis & Co
Virginia
$1.07M +$453K +8,941 +74%
RWA
196
Rooted Wealth Advisors
Illinois
$1.05M +$345K +6,815 +49%
RMF
197
Red Mountain Financial
Colorado
$1.04M +$1.04M +20,546 New
IPW
198
Intergy Private Wealth
Colorado
$1.04M -$59.8K -1,181 -5%
SAI
199
Savvy Advisors Inc
New York
$1.02M +$1.02M +20,121 New
TP
200
Tranquility Partners
Tennessee
$1.02M – – –
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