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JPMorgan Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
201
Commonwealth Financial Services
West Virginia
$732K -$66.1K -1,315 -8%
LFAS
202
Level Four Advisory Services
Texas
$729K +$733K +14,579 New
WTB
203
Washington Trust Bank
Washington
$715K +$331K +6,589 +85%
RPGK
204
Retirement Planning Group (Kansas)
Kansas
$715K +$719K +14,300 New
HNWAG
205
High Net Worth Advisory Group
Florida
$702K -$72K -1,433 -9%
FFA
206
Farther Finance Advisors
California
$702K +$518K +10,307 +277%
UWM
207
USAdvisors Wealth Management
Minnesota
$696K +$105K +2,099 +18%
GF
208
GGM Financials
Ohio
$681K -$14.9K -296 -2%
Thrivent Financial for Lutherans
209
Thrivent Financial for Lutherans
Minnesota
$679K -$310K -6,167 -31%
MFGM
210
Marshall Financial Group (Maryland)
Maryland
$674K +$427K +8,491 +170%
AWA
211
Arkadios Wealth Advisors
Georgia
$670K -$13.5K -268 -2%
EFS
212
Essex Financial Services
Connecticut
$668K -$75.4K -1,500 -10%
FS
213
Ferguson Shapiro
Georgia
$667K +$23K +458 +4%
MC
214
McCarthy & Cox
Ohio
$666K +$440K +8,750 +192%
MIA
215
Milestone Investment Advisors
Wisconsin
$643K +$151K +2,996 +30%
WWM
216
Western Wealth Management
Colorado
$638K +$31.1K +619 +5%
DAS
217
Dynamic Advisor Solutions
Arizona
$616K -$34.1K -679 -5%
ACA
218
Aptus Capital Advisors
Alabama
$610K +$445K +8,859 +265%
SCM
219
Seascape Capital Management
New Hampshire
$605K
PA
220
Perennial Advisors
New York
$594K -$271K -5,400 -31%
BWM
221
BCGM Wealth Management
Indiana
$589K +$205K +4,085 +53%
Envestnet Portfolio Solutions
222
Envestnet Portfolio Solutions
Illinois
$574K -$133K -2,641 -19%
FF
223
Friday Financial
Iowa
$558K
BWMG
224
Barnes Wealth Management Group
California
$557K +$559K +11,131 New
FSG
225
Financial Strategies Group
Michigan
$547K -$3.67K -73 -0.6%