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JPMorgan Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
376
Spire Wealth Management
Virginia
$59.8K -$224K -4,501 -79%
AIC
377
Archer Investment Corporation
Indiana
$57.7K +$56.8K +1,143 New
HBW
378
Hazlett, Burt & Watson
West Virginia
$54K +$497 +10 +0.9%
EWA
379
EverSource Wealth Advisors
Alabama
$42.7K -$8.74K -176 -17%
Franklin Resources
380
Franklin Resources
California
$41.1K +$40.4K +814 New
Corient Private Wealth
381
Corient Private Wealth
Florida
$37K +$36.5M +733,905 New
GRP
382
Global Retirement Partners
California
$36.8K -$497 -10 -1%
GAG
383
Goodman Advisory Group
Massachusetts
$36.7K +$36.2K +728 New
FGAM
384
Financial Gravity Asset Management
Texas
$28.5K +$28.1K +565 New
DJSG
385
D.J. St. Germain
Massachusetts
$25.2K – – –
FDW
386
Fourth Dimension Wealth
Ohio
$16.9K -$1.34K -27 -7%
CIA
387
Cape Investment Advisory
Georgia
$13.8K -$72.8K -1,466 -84%
WPA
388
Wealth Preservation Advisors
Tennessee
$6.41K – – –
SAM
389
Smartleaf Asset Management
Massachusetts
$5.29K – – –
CIBC Private Wealth Group
390
CIBC Private Wealth Group
Georgia
$3.94K +$3.88K +78 New
SFC
391
SYM Financial Corp
Indiana
$2.52K – – –
UBS Group
392
UBS Group
Switzerland
$2.12K -$102K -2,049 -98%
SS
393
Sunbelt Securities
Texas
$1.11K -$54.4K -1,096 -98%
GA
394
GoalVest Advisory
New York
$454 +$447 +9 New
SWIM
395
Smallwood Wealth Investment Management
New Jersey
$353 +$50 +1 +17%
VAS
396
Vestmark Advisory Solutions
Massachusetts
– -$4.66M -93,931 Closed
SXL
397
Summit X LLC
Missouri
– -$1.3M -26,258 Closed
BFM
398
Boothbay Fund Management
New York
– -$993K -20,000 Closed
WWA
399
WCG Wealth Advisors
Nevada
– -$949K -19,112 Closed
AFG
400
Atomi Financial Group
New York
– -$464K -9,355 Closed