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JPMorgan Municipal ETF
JMUB

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
226
Kestra Private Wealth Services
Texas
$970K -$785K -15,810 -45%
GSEP
227
Golden State Equity Partners
California
$966K -$695 -14 -0.1%
CWM
228
Collaborative Wealth Management
Florida
$962K +$120K +2,422 +15%
BWM
229
BCGM Wealth Management
Indiana
$959K +$357K +7,177 +61%
FPCG
230
Forum Private Client Group
Indiana
$956K +$102K +2,055 +12%
TNBTD
231
Trustmark National Bank Trust Department
Mississippi
$940K -$485K -9,757 -34%
SA
232
Sanctuary Advisors
Indiana
$939K +$326K +6,567 +55%
SC
233
SouthState Corp
Florida
$925K -$479K -9,646 -34%
SIM
234
Synergy Investment Management
Florida
$923K +$908K +18,283 New
IA
235
IFP Advisors
Florida
$857K +$110K +2,223 +15%
ZF
236
Zhang Financial
Michigan
$816K +$803K +16,169 New
SW
237
StrongBox Wealth
Missouri
$814K -$25.3K -510 -3%
CWMG
238
Compass Wealth Management (Georgia)
Georgia
$811K +$4.62K +93 +0.6%
MC
239
McCarthy & Cox
Ohio
$783K +$59.1K +1,190 +8%
BCWM
240
Bartlett & Co Wealth Management
Ohio
$768K -$11K -221 -1%
DOA
241
D'Orazio & Associates
Virginia
$764K +$314K +6,320 +72%
CPA
242
Clear Point Advisors
New York
$746K -$64.5K -1,298 -8%
PCG
243
Prosperity Consulting Group
Maryland
$736K +$724K +14,580 New
AIM
244
Advyzon Investment Management
Illinois
$730K +$16.9K +340 +2%
FSG
245
Financial Strategies Group
Michigan
$730K -$3.73K -75 -0.5%
BIG
246
Brookwood Investment Group
Arizona
$710K -$269K -5,414 -28%
HNWAG
247
High Net Worth Advisory Group
Florida
$709K – – –
CFS
248
Commonwealth Financial Services
West Virginia
$693K -$6.61K -133 -1%
MAC
249
Mason & Associates (California)
California
$692K -$107K -2,159 -14%
AWA
250
Arkadios Wealth Advisors
Georgia
$684K +$101K +2,036 +18%
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