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JPMorgan Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
326
Peck Wealth Management
New York
$281K +$276K +5,562 New
GPW
327
Gentry Private Wealth
Kansas
$275K -$32.7K -659 -11%
SSW
328
Stone Summit Wealth
Florida
$273K -$57.7K -1,161 -18%
CAC
329
Certified Advisory Corp
Florida
$268K +$2.73K +55 +1%
BC
330
Bowman & Company
Wisconsin
$267K +$2.33K +47 +0.9%
AFP
331
Alpha Financial Partners
Kentucky
$266K +$262K +5,271 New
SCM
332
Saxony Capital Management
Missouri
$266K – – –
Northern Trust
333
Northern Trust
Illinois
$264K +$30.3K +609 +13%
O3W
334
Omni 360 Wealth
New Jersey
$263K +$259K +5,216 New
ATPW
335
Ashton Thomas Private Wealth
Arizona
$261K +$257K +5,181 New
CWM
336
Centurion Wealth Management
Virginia
$255K – – –
TNA
337
True North Advisors
Texas
$252K +$248K +4,994 New
UWM
338
USAdvisors Wealth Management
Minnesota
$252K -$423K -8,523 -63%
FPGK
339
Financial Partners Group (Kansas)
Kansas
$244K -$894 -18 -0.4%
AF
340
Allworth Financial
California
$242K +$93.6K +1,884 +65%
NAM
341
NorthCrest Asset Manangement
Minnesota
$240K +$237K +4,769 New
SP
342
Sequent Planning
Nebraska
$240K +$236K +4,749 New
DADC
343
D.A. Davidson & Co
Montana
$238K +$4.52K +91 +2%
CPIG
344
Chicago Partners Investment Group
Illinois
$237K – – –
LGW
345
Leslie Global Wealth
Illinois
$237K -$231K -4,640 -50%
LA
346
LM Advisors
California
$232K +$229K +4,600 New
BWS
347
Buck Wealth Strategies
Colorado
$231K – – –
SWMP
348
Signature Wealth Management Partners
New Jersey
$231K – – –
CA
349
Crane Advisory
California
$225K +$222K +4,462 New
CSPIA
350
Cary Street Partners Investment Advisory
Virginia
$220K +$142K +2,858 +189%