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JPMorgan Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
151
Baird Financial Group
Wisconsin
$897K +$379K +7,455 +74%
CL
152
Choreo LLC
Illinois
$882K
CTA
153
Chesley Taft & Associates
Illinois
$867K -$141K -2,765 -14%
GLA
154
Good Life Advisors
Pennsylvania
$849K +$74.5K +1,464 +10%
CAWM
155
Capital Advisors Wealth Management
Washington
$848K +$106K +2,089 +14%
PTC
156
Private Trust Company
Ohio
$843K +$386K +7,582 +85%
KWM
157
Kingsview Wealth Management
Oregon
$827K +$111K +2,184 +16%
CFS
158
Commonwealth Financial Services
West Virginia
$813K +$80.8K +1,587 +11%
VIM
159
Vista Investment Management
Pennsylvania
$812K +$97.4K +1,915 +14%
GF
160
GGM Financials
Ohio
$802K -$42K -825 -5%
DAS
161
Dynamic Advisor Solutions
Arizona
$770K +$221K +4,337 +41%
PCM
162
Presidio Capital Management
California
$770K +$179K +3,513 +31%
EFS
163
Essex Financial Services
Connecticut
$753K +$349K +6,850 +86%
FCA
164
FinTrust Capital Advisors
South Carolina
$728K +$665K +13,076 +1,171%
NRI
165
NFP Retirement Inc
California
$719K +$198K +3,900 +39%
FPAS
166
Focus Partners Advisor Solutions
Missouri
$715K +$710K +13,952 New
Envestnet Portfolio Solutions
167
Envestnet Portfolio Solutions
Illinois
$713K +$88.7K +1,743 +14%
AWA
168
Arkadios Wealth Advisors
Georgia
$700K +$53.5K +1,052 +8%
CWM
169
Collaborative Wealth Management
Florida
$670K +$96.9K +1,904 +17%
JCM
170
Jacobi Capital Management
Pennsylvania
$666K +$219K +4,302 +50%
PSCM
171
Per Stirling Capital Management
Texas
$653K +$384K +7,537 +145%
LAM
172
Lifestyle Asset Management
Texas
$637K -$112K -2,194 -15%
Jones Financial Companies
173
Jones Financial Companies
Missouri
$632K +$596K +11,717 +1,915%
GFPC
174
Global Financial Private Client
Florida
$624K -$7.89K -155 -1%
SCM
175
Seascape Capital Management
New Hampshire
$615K