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JPMorgan Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$106M +$10.7M +212,185 +11%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$57M +$4.76M +94,579 +9%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$43M +$28.9M +574,470 +206%
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$38.8M +$2.21M +43,953 +6%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$36.8M +$929K +18,467 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$32.7M +$17.8M +354,185 +120%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$28.3M +$2.29M +45,431 +9%
APP
8
Avantax Planning Partners
Iowa
$27.5M -$823K -16,355 -3%
CTC
9
Central Trust Company
Missouri
$22.8M +$990K +19,672 +5%
AC
10
Asio Capital
Kentucky
$20.6M +$2.04M +40,577 +11%
CFO
11
Collective Family Office
Pennsylvania
$20.3M +$2.23M +44,263 +12%
MIS
12
Morningstar Investment Services
Illinois
$20.2M -$101K -2,004 -0.5%
HighTower Advisors
13
HighTower Advisors
Illinois
$20.1M +$11M +219,531 +122%
EH
14
Equitable Holdings
New York
$19.3M +$19.2M +382,576 New
Truist Financial
15
Truist Financial
North Carolina
$18M +$832K +16,539 +5%
MML Investors Services
16
MML Investors Services
Massachusetts
$17.2M +$16.8M +333,217 +3,752%
AFA
17
AllGen Financial Advisors
Florida
$17M +$2.31M +45,888 +16%
SC
18
Stephens Consulting
Michigan
$15.1M +$1.73M +34,403 +13%
IWP
19
IAG Wealth Partners
Wisconsin
$15M +$585K +11,624 +4%
RJA
20
Raymond James & Associates
Florida
$14.5M +$3.74M +74,287 +35%
SHWM
21
Smith & Howard Wealth Management
Georgia
$14.2M +$5.86M +116,432 +70%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$13.8M +$2.46M +48,893 +22%
LFA
23
Legacy Financial Advisors
Kentucky
$13.7M +$845K +16,796 +7%
ACP
24
Aveo Capital Partners
Colorado
$13.6M +$367K +7,297 +3%
IWC
25
Integrated Wealth Concepts
Massachusetts
$12.6M +$53.4K +1,061 +0.4%