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JPMorgan Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIA
176
Milestone Investment Advisors
Wisconsin
$210K +$203K +4,119 New
AWM
177
Axxcess Wealth Management
California
$210K +$203K +4,117 New
PCM
178
Presidio Capital Management
California
$210K +$203K +4,117 New
ASN
179
Advisory Services Network
Georgia
$205K +$198K +4,032 New
US Bancorp
180
US Bancorp
Minnesota
$205K +$31.2K +635 +19%
TWM
181
Tradition Wealth Management
Minnesota
$204K
WOC
182
West Oak Capital
California
$204K +$49.2K +1,000 +33%
KFS
183
Kelly Financial Services
Massachusetts
$204K +$197K +3,998 New
SG
184
StoneX Group
New York
$202K +$194K +3,945 New
CL
185
Choreo LLC
Illinois
$201K +$194K +3,934 New
FFA
186
Farther Finance Advisors
California
$158K
PTC
187
Private Trust Company
Ohio
$120K -$117K -2,388 -50%
CMBA
188
C.M. Bidwell & Associates
Hawaii
$91.5K +$3.2K +65 +4%
MLA
189
MB, Levis & Associates
Pennsylvania
$87K +$738 +15 +0.9%
CHA
190
Carmichael Hill & Associates
Maryland
$70K +$67.6K +1,374 New
HBW
191
Hazlett, Burt & Watson
West Virginia
$51K +$49.5K +1,006 New
Morgan Stanley
192
Morgan Stanley
New York
$51K +$49.2K +1,000 New
IGWM
193
ICA Group Wealth Management
Colorado
$40.2K +$38.8K +788 New
CAM
194
Clarity Asset Management
Iowa
$34.4K +$33.2K +675 New
UBS Group
195
UBS Group
Switzerland
$26.6K +$25.6K +521 New
SS
196
Sunbelt Securities
Texas
$24.3K
EPW
197
Evergreen Private Wealth
Colorado
$21.4K +$20.7K +420 New
TAM
198
Tucker Asset Management
Colorado
$14.5K
CIA
199
Cape Investment Advisory
Georgia
$6.68K
SAM
200
Smartleaf Asset Management
Massachusetts
$5.35K +$5.17K +105 New