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JPMorgan Municipal ETF
JMUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
176
Capital Advisors Wealth Management
Washington
$1.77M +$911K +18,329 +110%
NRI
177
NFP Retirement Inc
California
$1.76M -$228K -4,597 -12%
LFAS
178
Level Four Advisory Services
Texas
$1.73M +$594K +11,963 +54%
BFA
179
Beaumont Financial Advisors
Massachusetts
$1.71M +$45.3K +911 +3%
HG
180
Harbor Group
New Hampshire
$1.66M +$1.64M +32,976 New
BW
181
Balance Wealth
Ohio
$1.66M +$116K +2,338 +8%
KA
182
Kooman & Associates
Pennsylvania
$1.65M +$70.4K +1,418 +5%
ASN
183
Advisory Services Network
Georgia
$1.64M +$627K +12,613 +64%
GSWM
184
Golden State Wealth Management
California
$1.61M +$50K +1,006 +3%
NB
185
NBT Bank
New York
$1.6M – – –
UAG
186
United Advisor Group
Ohio
$1.59M -$50K -1,006 -3%
PAS
187
Park Avenue Securities
New York
$1.58M -$54K -1,087 -3%
II
188
Impact Investors
California
$1.57M +$1.55M +31,134 New
BPAMU
189
BTG Pactual Asset Management US
New York
$1.54M +$589K +11,860 +62%
LEA
190
Legacy Edge Advisors
New York
$1.53M +$1.51M +30,361 New
BWG
191
Beta Wealth Group
California
$1.51M -$3.76M -75,729 -72%
BAWC
192
Boyce & Associates Wealth Consulting
Texas
$1.45M +$156K +3,140 +12%
SAM
193
Smithbridge Asset Management
Pennsylvania
$1.44M +$1.42M +28,560 New
FFA
194
Farther Finance Advisors
California
$1.42M +$647K +13,021 +86%
AI
195
Atria Investments
North Carolina
$1.42M +$1M +20,152 +254%
WCFA
196
Walkner Condon Financial Advisors
Wisconsin
$1.4M +$108K +2,181 +9%
BEI
197
Benjamin Edwards Inc
Missouri
$1.39M +$123K +2,469 +10%
TGAM
198
TBH Global Asset Management
Tennessee
$1.39M -$15.6M -313,740 -92%
BGWM
199
Bridge Generations Wealth Management
Florida
$1.38M -$1.67M -33,612 -55%
CCMG
200
Clark Capital Management Group
Pennsylvania
$1.37M -$652K -13,118 -33%
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