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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
176
Evergreen Wealth Partners
Montana
$2.88M +$2.88M +56,579 New
SIG
177
Sargent Investment Group
Maryland
$2.86M +$309K +6,070 +12%
LWP
178
Laurel Wealth Planning
Minnesota
$2.79M +$116K +2,277 +4%
SWP
179
Sagespring Wealth Partners
Tennessee
$2.78M +$2.78M +54,602 New
CWM
180
CCG Wealth Management
California
$2.78M +$61.4K +1,206 +2%
CFG
181
Cooper Financial Group
California
$2.73M -$5.33M -104,685 -66%
ATS
182
Ashton Thomas Securities
New York
$2.72M -$96.8K -1,900 -3%
DAS
183
Dynamic Advisor Solutions
Arizona
$2.63M -$432K -8,477 -14%
SSC
184
Syverson Strege & Co
Iowa
$2.63M +$93.3K +1,831 +4%
IWM
185
IHT Wealth Management
Illinois
$2.57M +$224K +4,403 +10%
SLWA
186
San Luis Wealth Advisors
California
$2.55M
SWM
187
Selby Wealth Management
California
$2.51M +$2.51M +49,219 New
AF
188
Advisornet Financial
Minnesota
$2.51M +$1.4M +27,439 +126%
SA
189
Skyline Advisors
Washington
$2.42M +$28.9K +568 +1%
KA
190
Klingman & Associates
New York
$2.42M +$663K +13,008 +38%
SFG
191
Sunburst Financial Group
Alabama
$2.41M -$10.7K -210 -0.4%
B
192
Bailard
California
$2.38M -$659K -12,934 -22%
MSFS
193
Main Street Financial Solutions
Pennsylvania
$2.37M +$1.36M +26,731 +136%
PJWM
194
Philip James Wealth Mangement
Georgia
$2.36M +$15K +294 +0.6%
OA
195
Oasis Advisors
Iowa
$2.32M +$2.32M +45,542 New
SPFA
196
Summit Place Financial Advisors
New Jersey
$2.3M +$1.29M +25,255 +127%
PWM
197
Perigon Wealth Management
California
$2.28M +$65.8K +1,291 +3%
MFG
198
Merit Financial Group
Georgia
$2.26M +$71.4K +1,401 +3%
PFPG
199
Pinnacle Financial Partners (Georgia)
Georgia
$2.25M +$2.25M +44,240 New
Goldman Sachs
200
Goldman Sachs
New York
$2.25M +$1.36M +26,621 +152%