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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
201
FAS Wealth Partners
Kansas
$480K +$480K +9,402 New
AAS
202
Annex Advisory Services
Wisconsin
$475K -$371K -7,269 -44%
EH
203
Equitable Holdings
New York
$465K +$26K +509 +6%
LWP
204
Laurel Wealth Planning
Minnesota
$464K +$230K +4,515 +99%
Wealth Enhancement Advisory Services
205
Wealth Enhancement Advisory Services
Minnesota
$457K
SWP
206
Summit Wealth Partners
Florida
$455K -$238K -4,666 -34%
BAAM
207
Baker Avenue Asset Management
California
$455K -$89.8K -1,760 -16%
RAM
208
Redmond Asset Management
Virginia
$444K +$102K +2,000 +30%
ICM
209
IMS Capital Management
Oregon
$437K +$102K +2,000 +31%
PLFAM
210
Pineno Levin & Ford Asset Management
Virginia
$436K +$130K +2,550 +43%
CG
211
CFO4Life Group
Texas
$429K -$1.03M -20,187 -71%
NA
212
NewEdge Advisors
Louisiana
$429K +$49.4K +968 +13%
MA
213
MONECO Advisors
Connecticut
$421K
HSA
214
HBK Sorce Advisory
Pennsylvania
$421K +$421K +8,245 New
AWM
215
Axxcess Wealth Management
California
$415K +$415K +8,130 New
CAL
216
Capital Advisors Ltd
Ohio
$403K +$403K +7,900 New
EBWM
217
Eagle Bluffs Wealth Management
Missouri
$402K +$402K +7,877 New
GIM
218
Greenwich Investment Management
Connecticut
$392K +$392K +7,675 New
NEWAS
219
N.E.W. Advisory Services
Wisconsin
$388K
Stifel Financial
220
Stifel Financial
Missouri
$386K -$296K -5,807 -43%
NL
221
NWAM LLC
Washington
$378K +$102 +2 +0%
SPA
222
Sentinel Pension Advisors
Massachusetts
$366K +$366K +7,176 New
PCM
223
Parsons Capital Management
Rhode Island
$363K +$57.4K +1,125 +19%
NC
224
NovaPoint Capital
Georgia
$361K
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
$361K