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JPMorgan Municipal ETF
JMUB

Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
176
Benjamin Edwards Inc
Missouri
$1.01M -$550K -10,948 -35%
BWP
177
Bernardo Wealth Planning
Pennsylvania
$982K +$39.7K +789 +4%
CFA
178
Cahill Financial Advisors
Minnesota
$979K +$229K +4,551 +30%
PD
179
Planning Directions
Pennsylvania
$974K +$68.2K +1,357 +7%
FWP
180
FAS Wealth Partners
Kansas
$965K +$10K +199 +1%
WWA
181
WCG Wealth Advisors
Nevada
$956K +$5.53K +110 +0.6%
ASN
182
Advisory Services Network
Georgia
$949K +$580K +11,549 +155%
PGFC
183
Peapack-Gladstone Financial Corp
New Jersey
$946K +$951K +18,927 New
FIC
184
Family Investment Center
Missouri
$933K +$70.9K +1,410 +8%
BCWM
185
Bartlett & Co Wealth Management
Ohio
$918K -$136K -2,697 -13%
GSEP
186
Golden State Equity Partners
California
$914K +$29.9K +594 +3%
BIG
187
Brookwood Investment Group
Arizona
$882K +$886K +17,633 New
CAWM
188
Capital Advisors Wealth Management
Washington
$862K +$115K +2,280 +15%
CL
189
Choreo LLC
Illinois
$858K – – –
PTC
190
Private Trust Company
Ohio
$853K -$101K -2,018 -11%
KWM
191
Kingsview Wealth Management
Oregon
$848K +$51.4K +1,022 +6%
VIM
192
Vista Investment Management
Pennsylvania
$846K +$35.2K +700 +4%
PWMG
193
Private Wealth Management Group
New Jersey
$832K +$162K +3,231 +24%
MWM
194
Marion Wealth Management
Pennsylvania
$809K +$183K +3,642 +29%
AIM
195
Advyzon Investment Management
Illinois
$794K -$17.8K -354 -2%
OWA
196
Opal Wealth Advisors
New York
$787K -$12.3M -244,088 -94%
SW
197
StrongBox Wealth
Missouri
$772K +$10.1K +200 +1%
CBT
198
Crews Bank & Trust
Florida
$771K – – –
CWM
199
Collaborative Wealth Management
Florida
$760K +$170K +3,377 +29%
FPCG
200
Forum Private Client Group
Indiana
$740K +$13K +259 +2%
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