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JPMorgan Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$341K +$350K +7,047 New
VIM
102
Vista Investment Management
Pennsylvania
$324K +$44.7K +900 +16%
VWA
103
Visionary Wealth Advisors
Illinois
$314K +$99 +2 +0%
CA
104
Continuum Advisory
Idaho
$309K +$69.7K +1,405 +28%
KWM
105
Kingsview Wealth Management
Oregon
$299K -$102K -2,063 -25%
PI
106
PFG Investments
New York
$290K +$99.3K +2,000 +50%
FSG
107
Financial Strategies Group
Michigan
$290K +$48K +968 +19%
MF
108
Meridian Financial
Massachusetts
$289K +$1.69K +34 +0.6%
BDFN
109
Bond & Devick Financial Network
Minnesota
$286K +$2.18K +44 +0.7%
EFS
110
Essex Financial Services
Connecticut
$286K
SSW
111
Stone Summit Wealth
Florida
$272K +$279K +5,629 New
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$269K
CWM
113
Collaborative Wealth Management
Florida
$241K +$248K +4,989 New
TW
114
Transform Wealth
Colorado
$232K
PTC
115
Private Trust Company
Ohio
$230K +$106K +2,134 +82%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$222K +$52.3K +1,053 +30%
PAS
117
Park Avenue Securities
New York
$212K +$218K +4,385 New
LPAM
118
Lodestar Private Asset Management
California
$210K +$216K +4,349 New
FPGK
119
Financial Partners Group (Kansas)
Kansas
$201K +$206K +4,145 New
IA
120
IFP Advisors
Florida
$195K +$844 +17 +0.4%
TWM
121
Tradition Wealth Management
Minnesota
$193K
US Bancorp
122
US Bancorp
Minnesota
$164K
FFA
123
Farther Finance Advisors
California
$150K
WOC
124
West Oak Capital
California
$145K +$49.6K +1,000 +50%
ME
125
McIlrath & Eck
Washington
$102K +$105K +2,106 New