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JPMorgan Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
151
AssetMark Inc
California
$17.2K -$558 -11 -3%
APW
152
Aventura Private Wealth
Florida
$17.2K – – –
JWA
153
JFS Wealth Advisors
Pennsylvania
$16K +$16K +315 New
TCM
154
Triumph Capital Management
Colorado
$15.4K – – –
YP
155
YANKCOM Partnership
South Dakota
$15.4K +$15.4K +304 New
CTB
156
Country Trust Bank
Illinois
$14.7K – – –
TCOV
157
Trust Company of Vermont
Vermont
$12.2K +$12.2K +240 New
Franklin Resources
158
Franklin Resources
California
$10K +$456 +9 +5%
AF
159
Allworth Financial
California
$8.22K – – –
CWM
160
Copia Wealth Management
Oregon
$7.91K – – –
RFS
161
Richardson Financial Services
Massachusetts
$5.37K – – –
SWP
162
Strategic Wealth Partners
Ohio
$2.42K +$51 +1 +2%
CSC
163
Caldwell Sutter Capital
California
$1.98K – – –
1IA
164
1620 Investment Advisors
Massachusetts
$1.11K – – –
RF
165
Rossby Financial
Florida
$710 – – –
VL
166
Vima LLC
Michigan
$507 +$507 +10 New
HWP
167
Highline Wealth Partners
California
$316 +$304 +6 New
PWAM
168
Private Wealth Asset Management
Iowa
$152 +$152 +3 New
SIA
169
SkyView Investment Advisors
New Jersey
– -$49.9M -978,758 Closed
CAC
170
Certified Advisory Corp
Florida
– -$589K -11,554 Closed
P
171
&Partners
Tennessee
– -$249K -4,892 Closed
QCG
172
Quadrant Capital Group
Ohio
– -$160K -3,147 Closed
MWM
173
Mascoma Wealth Management
New Hampshire
– -$83.1K -1,630 Closed
HFS
174
Hughes Financial Services
Virginia
– -$62.4K -1,223 Closed
MCM
175
MAI Capital Management
Ohio
– -$57.2K -1,122 Closed