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JPMorgan Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$58.3M +$13.3M +268,405 +29%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$28.6M +$3.83M +77,256 +15%
APP
3
Avantax Planning Partners
Iowa
$23.1M -$3.05M -61,506 -11%
MIS
4
Morningstar Investment Services
Illinois
$20M +$5.45M +109,876 +36%
CTC
5
Central Trust Company
Missouri
$19.5M +$1.6M +32,312 +9%
FMWA
6
Forvis Mazars Wealth Advisors
Missouri
$18M +$3.25M +65,498 +21%
Stifel Financial
7
Stifel Financial
Missouri
$17M +$2.26M +45,555 +15%
Truist Financial
8
Truist Financial
North Carolina
$16.4M +$9.6M +193,409 +133%
SHWM
9
Smith & Howard Wealth Management
Georgia
$15.2M +$15.6M +314,901 New
AC
10
Asio Capital
Kentucky
$14.9M +$4.55M +91,725 +42%
LFA
11
Legacy Financial Advisors
Kentucky
$12.2M +$12.5M +251,412 New
IWC
12
Integrated Wealth Concepts
Massachusetts
$11.8M +$1.26M +25,416 +12%
CCM
13
Condor Capital Management
New Jersey
$10.8M +$250K +5,044 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$10.1M +$5.88M +118,404 +130%
KPWS
15
Kestra Private Wealth Services
Texas
$9.64M +$9.89M +199,356 New
AFA
16
AllGen Financial Advisors
Florida
$8.58M +$31.3K +630 +0.4%
Bank of America
17
Bank of America
North Carolina
$8.57M +$813K +16,387 +10%
HSG
18
Helen Stephens Group
Texas
$8.08M -$60.6K -1,222 -0.7%
Jane Street
19
Jane Street
New York
$7.93M +$3.65M +73,486 +81%
WAAG
20
Wealth Alliance Advisory Group
Kansas
$7.53M +$397 +8 +0%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$7.17M +$7.15M +144,066 +3,481%
LAS
22
LWM Advisory Services
Florida
$6.94M +$111K +2,232 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$6.6M +$1.18M +23,758 +21%
Osaic Holdings
24
Osaic Holdings
Arizona
$6.25M -$6.77M -136,454 -51%
CWM
25
Cornerstone Wealth Management
Missouri
$6M +$23.7K +477 +0.4%