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JPMorgan Municipal ETF
JMUB

Name Holding Trade Value Shares
Change 		Change in
Stake
LOWM
351
Laurel Oak Wealth Management
New Jersey
$433K +$434K +8,584 New
CA
352
Calton & Associates
Florida
$431K +$13.7K +270 +3%
DAS
353
Dynamic Advisor Solutions
Arizona
$429K +$132K +2,612 +44%
OC
354
Optima Capital
Oregon
$422K +$202 +4 +0%
CAM
355
Concorde Asset Management
Michigan
$421K +$9.26K +183 +2%
DC
356
Davenport & Co
Virginia
$420K +$10.2K +202 +2%
CA
357
Crane Advisory
California
$415K +$188K +3,712 +83%
CSIA
358
Conrad Siegel Investment Advisors
Pennsylvania
$410K +$1.26K +25 +0.3%
SP
359
Sequent Planning
Nebraska
$402K +$162K +3,210 +68%
WHCI
360
W.H. Cornerstone Investments
Massachusetts
$385K +$405 +8 +0.1%
WANY
361
Wealthspire Advisors (New York)
New York
$369K +$369K +7,298 New
E
362
Entelevest
Florida
$367K +$367K +7,261 New
USCWA
363
U.S. Capital Wealth Advisors
Texas
$365K -$71K -1,403 -16%
AWP
364
Axis Wealth Partners
Rhode Island
$365K +$2.58K +51 +0.7%
HF
365
HRT Financial
New York
$362K -$43K -849 -11%
CIA
366
Concurrent Investment Advisors
Florida
$361K +$362K +7,146 New
AFA
367
Arlington Financial Advisors
California
$353K +$54.7K +1,082 +18%
BFO
368
Boston Family Office
Massachusetts
$352K – – –
VR
369
Vision Retirement
New Jersey
$351K +$351K +6,946 New
LWM
370
Lionshead Wealth Management
New York
$350K +$41.1K +812 +13%
WWM
371
Westwood Wealth Management
California
$350K +$350K +6,910 New
MF
372
Meridian Financial
Massachusetts
$348K +$48.3K +954 +16%
BDFN
373
Bond & Devick Financial Network
Minnesota
$344K -$38.6K -763 -10%
EWM
374
Evercore Wealth Management
New York
$343K +$343K +6,785 New
GRP
375
Global Retirement Partners
California
$342K +$306K +6,043 +829%
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