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JMTG

JPMorgan Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IW
151
Imprint Wealth
South Carolina
$10.3K -$10.3K -201 -50%
IAIM
152
International Assets Investment Management
Florida
$8.58K +$8.6K +168 New
AF
153
Allworth Financial
California
$8.28K +$1.69K +33 +26%
CWM
154
Copia Wealth Management
Oregon
$7.96K +$7.98K +156 New
APW
155
Aventura Private Wealth
Florida
$7.8K
MWA
156
Medallion Wealth Advisors
Connecticut
$7.35K
FFA
157
Founders Financial Alliance
North Carolina
$4.59K
SWP
158
Strategic Wealth Partners
Ohio
$2.39K +$51 +1 +2%
MSWA
159
Marshall & Sterling Wealth Advisors
New York
$2.3K -$8.24K -161 -78%
CSC
160
Caldwell Sutter Capital
California
$1.99K
SIS
161
Sound Income Strategies
Florida
$1.38K
FHA
162
Flagship Harbor Advisors
Massachusetts
$1.38K +$1.38K +27 New
1IA
163
1620 Investment Advisors
Massachusetts
$1.12K
RF
164
Rossby Financial
Florida
$715 +$717 +14 New
FFA
165
Farther Finance Advisors
California
$664 -$7.63K -149 -92%
LWMI
166
Legacy Wealth Management (Idaho)
Idaho
$562 +$563 +11 New
Kovitz Investment Group Partners
167
Kovitz Investment Group Partners
Illinois
-$25M -490,440 Closed
BAS
168
Brueske Advisory Services
Washington
-$24M -470,328 Closed
Jane Street
169
Jane Street
New York
-$3.57M -70,014 Closed
Citadel Advisors
170
Citadel Advisors
Florida
-$3.07M -60,103 Closed
AF
171
Alerus Financial
North Dakota
-$1.2M -23,500 Closed
C
172
Certuity
Florida
-$510K -9,995 Closed
AAS
173
Annex Advisory Services
Wisconsin
-$504K -9,887 Closed
ASN
174
Advisory Services Network
Georgia
-$68.8K -1,349 Closed
EB
175
Eastern Bank
Massachusetts
-$31.9K -626 Closed