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JPMorgan Municipal ETF
JMUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
176
Stone Summit Wealth
Florida
$463K +$27.9K +555 +6%
SPC
177
Sigma Planning Corp
Michigan
$454K +$15.5K +309 +4%
SI
178
Saxon Interests
Texas
$448K – – –
PTC
179
Private Trust Company
Ohio
$447K +$156K +3,107 +54%
FPCG
180
Forum Private Client Group
Indiana
$446K +$90.4K +1,798 +25%
IAIM
181
International Assets Investment Management
Florida
$444K +$22.6K +450 +5%
QCG
182
Quadrant Capital Group
Ohio
$444K +$443K +8,815 New
JCM
183
Jacobi Capital Management
Pennsylvania
$437K +$101K +2,000 +30%
WAM
184
WNY Asset Management
New York
$423K +$50.3K +1,000 +14%
HIC
185
Holderness Investments Company
North Carolina
$415K – – –
EFS
186
Essex Financial Services
Connecticut
$407K +$107K +2,120 +36%
CFG
187
Cooper Financial Group
California
$401K +$401K +7,970 New
LPAM
188
Lodestar Private Asset Management
California
$386K – – –
ASN
189
Advisory Services Network
Georgia
$385K +$140K +2,790 +58%
IA
190
IFP Advisors
Florida
$383K +$91.7K +1,824 +32%
UWM
191
USAdvisors Wealth Management
Minnesota
$381K -$10.5K -209 -3%
FTS
192
Fifth Third Securities
Ohio
$376K +$375K +7,462 New
QWM
193
Quadcap Wealth Management
Texas
$376K +$375K +7,459 New
MWM
194
Marion Wealth Management
Pennsylvania
$365K +$67.4K +1,339 +23%
VCP
195
Verus Capital Partners
Arizona
$361K +$361K +7,174 New
PWA
196
Peterson Wealth Advisors
Utah
$352K +$351K +6,981 New
BDFN
197
Bond & Devick Financial Network
Minnesota
$343K +$30.4K +605 +10%
SA
198
Sanctuary Advisors
Indiana
$342K +$343K +6,822 New
TWM
199
Tradition Wealth Management
Minnesota
$337K +$135K +2,688 +67%
VWA
200
Visionary Wealth Advisors
Illinois
$325K +$33.8K +671 +12%
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8
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