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JPMorgan Ultra-Short Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PJWM
201
Philip James Wealth Mangement
Georgia
$1.71M +$169K +3,316 +11%
CFGF
202
Compass Financial Group (Florida)
Florida
$1.66M – – –
KA
203
Kooman & Associates
Pennsylvania
$1.66M +$15.2K +299 +0.9%
CAM
204
Cresset Asset Management
Illinois
$1.64M +$1.28M +25,124 +348%
GGS
205
Galvin Gaustad & Stein
Arizona
$1.64M -$442K -8,696 -21%
KA
206
Klingman & Associates
New York
$1.64M +$610K +12,000 +59%
PHWM
207
Pine Harbor Wealth Management
Maryland
$1.63M – – –
ZIC
208
ZWJ Investment Counsel
Georgia
$1.63M -$294K -5,795 -15%
MWA
209
MFA Wealth Advisors
Pennsylvania
$1.59M +$342K +6,731 +27%
AWM
210
Able Wealth Management
New Jersey
$1.57M +$196K +3,858 +14%
KL
211
KWMG LLC
Kansas
$1.57M -$63.1K -1,242 -4%
EFS
212
Essex Financial Services
Connecticut
$1.56M +$989K +19,461 +173%
FFS
213
Founders Financial Securities
Maryland
$1.55M +$1.55M +30,490 New
BA
214
Bristlecone Advisors
Washington
$1.54M -$419K -8,253 -21%
CGH
215
Crossmark Global Holdings
Texas
$1.52M +$1.52M +29,983 New
AOWM
216
Alpha Omega Wealth Management
Virginia
$1.49M +$831K +16,358 +126%
HIM
217
Harbour Investment Management
Washington
$1.49M +$220K +4,320 +17%
PAS
218
Park Avenue Securities
New York
$1.49M +$1.48M +29,213 New
BEAM
219
Baker Ellis Asset Management
Washington
$1.46M +$127K +2,500 +10%
PIA
220
Perennial Investment Advisors
California
$1.46M -$35.2K -692 -2%
ATS
221
Ashton Thomas Securities
New York
$1.43M +$44.4K +874 +3%
CPA
222
Clear Point Advisors
New York
$1.4M -$194K -3,827 -12%
UAG
223
United Advisor Group
Ohio
$1.37M +$124K +2,437 +10%
JWBC
224
John W. Brooker & Co
California
$1.37M -$20.2K -397 -1%
OIA
225
OneDigital Investment Advisors
Kansas
$1.34M +$363K +7,144 +37%