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JPMorgan Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
251
Arkadios Wealth Advisors
Georgia
$684K +$101K +2,036 +18%
CL
252
Choreo LLC
Illinois
$683K -$180K -3,628 -21%
BWMG
253
Barnes Wealth Management Group
California
$681K +$56.4K +1,135 +9%
PFA
254
Pure Financial Advisors
California
$674K +$663K +13,350 New
FS
255
Ferguson Shapiro
Georgia
$660K -$18.8K -379 -3%
CBT
256
Crews Bank & Trust
Florida
$652K +$29.9K +601 +5%
LPAM
257
Lodestar Private Asset Management
California
$650K -$17.4K -350 -3%
FWI
258
Facet Wealth Inc
Maryland
$643K +$633K +12,742 New
PA
259
Perennial Advisors
New York
$635K +$19.9K +400 +3%
MIA
260
Milestone Investment Advisors
Wisconsin
$624K -$284K -5,715 -32%
BCA
261
Bay Colony Advisors
Massachusetts
$616K +$606K +12,198 New
CCA
262
Cobblestone Capital Advisors
New York
$612K +$603K +12,130 New
CWA
263
Choice Wealth Advisors
Maine
$611K – – –
Goldman Sachs
264
Goldman Sachs
New York
$610K +$395K +7,946 +192%
SPC
265
Sigma Planning Corp
Michigan
$609K +$46K +926 +8%
SCM
266
Seascape Capital Management
New Hampshire
$606K -$5.22K -105 -0.9%
PWA
267
Peterson Wealth Advisors
Utah
$598K +$298K +5,996 +102%
OC
268
Oppenheimer & Co
New York
$594K +$216K +4,343 +58%
LAM
269
Lifestyle Asset Management
Texas
$592K +$240K +4,834 +70%
FIC
270
Family Investment Center
Missouri
$591K – – –
Baird Financial Group
271
Baird Financial Group
Wisconsin
$556K +$162K +3,270 +42%
GS
272
GTS Securities
Florida
$551K +$543K +10,922 New
WA
273
WBH Advisory
Maryland
$551K +$542K +10,912 New
SL
274
SWMG LLC
Texas
$549K +$27K +543 +5%
MCFP
275
Mallini Complete Financial Planning
Florida
$535K – – –