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JMTG

JPMorgan Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNBSF
26
First National Bank Sioux Falls
South Dakota
$29.7M +$424K +8,292 +1%
APG
27
Abacus Planning Group
South Carolina
$28M -$6.05M -118,216 -18%
BWP
28
BlueStem Wealth Partners
Minnesota
$27.5M +$27.5M +537,942 New
CRC
29
Curi RMB Capital
Illinois
$25.9M +$711K +13,893 +3%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$25.9M +$25.6M +500,218 +11,241%
SA
31
Sanctuary Advisors
Indiana
$25.2M +$8.36M +163,280 +49%
Wells Fargo
32
Wells Fargo
California
$24.7M +$3.89M +75,981 +19%
FTC
33
Farmers Trust Company
Ohio
$24.1M +$24.2M +471,897 New
CWA
34
Choice Wealth Advisors
Maine
$16.1M +$190K +3,703 +1%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$16M +$13.8M +270,547 +636%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$15.9M +$3.26M +63,764 +26%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$15.6M +$1.07M +20,846 +7%
MWM
38
Modern Wealth Management
Kansas
$14.2M +$67.8K +1,325 +0.5%
HAG
39
HighPoint Advisor Group
Illinois
$13.7M +$13.8M +268,864 New
UBS Group
40
UBS Group
Switzerland
$12.9M -$1.15M -22,423 -8%
T
41
TrustBank
Illinois
$12.8M +$12.9M +251,592 New
Stifel Financial
42
Stifel Financial
Missouri
$12.6M +$546K +10,659 +5%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$11.6M +$2.35M +45,879 +25%
SIM
44
SSI Investment Management
California
$7.95M +$7.97M +155,741 New
Osaic Holdings
45
Osaic Holdings
Arizona
$7.26M -$6.38M -124,596 -47%
EH
46
Equitable Holdings
New York
$7.13M +$1.86M +36,321 +35%
BHPW
47
Beverly Hills Private Wealth
California
$6.89M +$2.41M +47,065 +54%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$5.96M +$1.34M +26,141 +29%
IWC
49
Integrated Wealth Concepts
Massachusetts
$5.85M +$116K +2,261 +2%
NA
50
NewEdge Advisors
Louisiana
$5.16M +$708K +13,826 +16%