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JPMorgan Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
376
Gateway Wealth Partners
Wisconsin
$392K -$138K -2,751 -26%
XPN
377
XY Planning Network
Montana
$391K +$389K +7,722 New
PP
378
PDS Planning
Ohio
$390K -$11.9K -236 -3%
WHCI
379
W.H. Cornerstone Investments
Massachusetts
$388K +$1.41K +28 +0.4%
LOWM
380
Laurel Oak Wealth Management
New Jersey
$384K
MF
381
Meridian Financial
Massachusetts
$374K +$25.2K +500 +7%
LWM
382
Lionshead Wealth Management
New York
$372K +$453 +9 +0.1%
William Blair & Company
383
William Blair & Company
Illinois
$368K +$50.6K +1,005 +16%
WANY
384
Wealthspire Advisors (New York)
New York
$362K
MAC
385
Mason & Associates (California)
California
$362K -$112K -2,224 -24%
GPW
386
Genesis Private Wealth
Virginia
$354K +$11.4K +227 +3%
BDFN
387
Bond & Devick Financial Network
Minnesota
$347K +$302 +6 +0.1%
GRP
388
Global Retirement Partners
California
$346K +$344K +6,824 New
DC
389
Davenport & Co
Virginia
$346K -$75K -1,490 -18%
EWM
390
Evercore Wealth Management
New York
$344K
PWM
391
Peck Wealth Management
New York
$342K -$190K -3,771 -36%
VF
392
Vawter Financial
Ohio
$333K -$176K -3,500 -35%
SAG
393
SageView Advisory Group
California
$328K +$352 +7 +0.1%
EFG
394
Embree Financial Group
Illinois
$327K +$325K +6,463 New
SO
395
Sierra Ocean
California
$322K +$2.92K +58 +0.9%
WP
396
WealthPLAN Partners
Nebraska
$319K +$317K +6,298 New
TFA
397
Teamwork Financial Advisors
Texas
$319K +$1.01K +20 +0.3%
SI
398
Stirlingshire Investments
New York
$315K
DAS
399
Dynamic Advisor Solutions
Arizona
$315K -$172K -3,409 -35%
BPFA
400
Barnes Pettey Financial Advisors
Mississippi
$310K +$308K +6,112 New