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JPMorgan Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Perennial Advisors
New York
$866K +$875K +17,275 New
FIC
177
Family Investment Center
Missouri
$865K -$226K -4,458 -21%
CL
178
Choreo LLC
Illinois
$863K
AIM
179
Advyzon Investment Management
Illinois
$814K +$821K +16,226 New
VIM
180
Vista Investment Management
Pennsylvania
$813K +$19.2K +380 +2%
CFS
181
Commonwealth Financial Services
West Virginia
$800K +$4K +79 +0.5%
KWM
182
Kingsview Wealth Management
Oregon
$799K -$10.4K -206 -1%
Baird Financial Group
183
Baird Financial Group
Wisconsin
$798K -$81K -1,600 -9%
HNWAG
184
High Net Worth Advisory Group
Florida
$776K +$304K +6,000 +63%
CBT
185
Crews Bank & Trust
Florida
$774K +$781K +15,425 New
SW
186
StrongBox Wealth
Missouri
$765K +$402K +7,947 +109%
CAL
187
Capital Analysts LLC
Pennsylvania
$755K +$641K +12,668 +532%
CFA
188
Cahill Financial Advisors
Minnesota
$754K +$497K +9,820 +188%
CAWM
189
Capital Advisors Wealth Management
Washington
$750K -$80.1K -1,582 -10%
EFS
190
Essex Financial Services
Connecticut
$745K
PCM
191
Presidio Capital Management
California
$734K -$19.1K -378 -3%
FPCG
192
Forum Private Client Group
Indiana
$730K +$287K +5,672 +64%
PCMC
193
Private Capital Management (Colorado)
Colorado
$716K +$472K +9,329 +189%
Envestnet Portfolio Solutions
194
Envestnet Portfolio Solutions
Illinois
$708K +$10.4K +205 +1%
GF
195
GGM Financials
Ohio
$697K -$87.6K -1,730 -11%
PCM
196
Pennsylvania Capital Management
Pennsylvania
$687K -$232K -4,580 -25%
AWA
197
Arkadios Wealth Advisors
Georgia
$685K
LAM
198
Lifestyle Asset Management
Texas
$683K +$60.8K +1,200 +10%
LWM
199
Lionshead Wealth Management
New York
$678K +$682K +13,475 New
PWMG
200
Private Wealth Management Group
New Jersey
$673K +$679K +13,415 New