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JPMorgan Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
126
SWMG LLC
Texas
$547K +$51.9K +1,056 +11%
MHR
127
Matthew Hamilton Rosenberg
$524K +$506K +10,282 New
PA
128
Perennial Advisors
New York
$505K +$487K +9,900 New
WWM
129
Western Wealth Management
Colorado
$494K +$91.9K +1,869 +24%
MML Investors Services
130
MML Investors Services
Massachusetts
$489K -$123K -2,497 -21%
Envestnet Portfolio Solutions
131
Envestnet Portfolio Solutions
Illinois
$481K +$9.54K +194 +2%
SWMP
132
Signature Wealth Management Partners
New Jersey
$474K -$46.9K -953 -9%
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$474K +$86.3K +1,754 +23%
CSPIA
134
Cary Street Partners Investment Advisory
Virginia
$469K -$344K -7,000 -43%
CAWM
135
Capital Advisors Wealth Management
Washington
$454K +$438K +8,904 New
SI
136
Saxon Interests
Texas
$453K +$437K +8,890 New
TGAM
137
TBH Global Asset Management
Tennessee
$430K -$887K -18,041 -68%
HIC
138
Holderness Investments Company
North Carolina
$420K +$405K +8,243 New
AWA
139
Arkadios Wealth Advisors
Georgia
$401K +$387K +7,874 New
LPAM
140
Lodestar Private Asset Management
California
$390K +$163K +3,308 +76%
AWM
141
AE Wealth Management
Kansas
$382K +$371K +7,542 New
UWM
142
USAdvisors Wealth Management
Minnesota
$371K +$359K +7,295 New
Baird Financial Group
143
Baird Financial Group
Wisconsin
$358K +$346K +7,025 New
VIM
144
Vista Investment Management
Pennsylvania
$353K +$11.1K +225 +3%
CA
145
Continuum Advisory
Idaho
$326K +$1.08K +22 +0.3%
SFS
146
Summit Financial Strategies
Ohio
$322K +$311K +6,326 New
KWM
147
Kingsview Wealth Management
Oregon
$316K +$738 +15 +0.2%
BDFN
148
Bond & Devick Financial Network
Minnesota
$316K +$13.5K +274 +5%
CWM
149
Collaborative Wealth Management
Florida
$312K +$55.3K +1,125 +23%
TFA
150
Teamwork Financial Advisors
Texas
$311K +$300K +6,107 New