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JPMorgan Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFA
251
Northwest Financial Advisors
Virginia
$90K +$89.3K +1,755 New
MLA
252
MB, Levis & Associates
Pennsylvania
$89.8K +$814 +16 +0.9%
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$83K -$175K -3,431 -68%
CHA
254
Carmichael Hill & Associates
Maryland
$70.4K
SS
255
Sunbelt Securities
Texas
$57.3K +$38.4K +755 +208%
HBW
256
Hazlett, Burt & Watson
West Virginia
$53K +$458 +9 +0.9%
CAM
257
Clarity Asset Management
Iowa
$51.9K +$865 +17 +2%
FGC
258
Financial Gravity Companies
Texas
$29K +$28.8K +565 New
TCOV
259
Trust Company of Vermont
Vermont
$20K +$19.9K +391 New
BTI
260
Blue Trust Inc
Georgia
$18.6K +$153 +3 +0.8%
AssetMark Inc
261
AssetMark Inc
California
$18K +$4.73K +93 +36%
EPW
262
Evergreen Private Wealth
Colorado
$11.3K
Wells Fargo
263
Wells Fargo
California
$10.3K +$10.2K +200 New
GA
264
GoalVest Advisory
New York
$9.95K +$9.87K +194 New
CIA
265
Cape Investment Advisory
Georgia
$9.89K
SAM
266
Smartleaf Asset Management
Massachusetts
$5.38K
CA
267
Continuum Advisory
Idaho
$2.47K
SWM
268
Spire Wealth Management
Virginia
$1.02K
IAIM
269
International Assets Investment Management
Florida
-$444K -8,820 Closed
TWM
270
Tradition Wealth Management
Minnesota
-$337K -6,688 Closed
MC
271
McCarthy & Cox
Ohio
-$239K -4,744 Closed
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
-$215K -4,260 Closed
IF
273
Intrua Financial
Texas
-$207K -4,103 Closed
AF
274
Allworth Financial
California
-$254 -5 Closed