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JPMorgan Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$129M +$20.1M +394,199 +19%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$93.2M +$34.9M +686,600 +61%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$46.9M +$3.12M +61,308 +7%
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$43.3M +$3.69M +72,458 +9%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$39.4M +$1.93M +38,001 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$36.9M +$3.57M +70,123 +11%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$29.6M +$855K +16,794 +3%
CTC
8
Central Trust Company
Missouri
$27.1M +$3.88M +76,259 +17%
APP
9
Avantax Planning Partners
Iowa
$24.7M -$3.25M -63,891 -12%
AC
10
Asio Capital
Kentucky
$23.8M +$2.82M +55,451 +14%
CFO
11
Collective Family Office
Pennsylvania
$23.3M +$2.63M +51,611 +13%
EH
12
Equitable Holdings
New York
$22.6M +$2.95M +57,959 +15%
MIS
13
Morningstar Investment Services
Illinois
$20.9M +$362K +7,113 +2%
RJA
14
Raymond James & Associates
Florida
$20.7M +$5.89M +115,690 +40%
HighTower Advisors
15
HighTower Advisors
Illinois
$20.7M +$229K +4,497 +1%
MML Investors Services
16
MML Investors Services
Massachusetts
$19.3M +$1.76M +34,597 +10%
Truist Financial
17
Truist Financial
North Carolina
$18.5M +$137K +2,691 +0.8%
MFG
18
Magnus Financial Group
New York
$16.5M +$5.36M +105,360 +49%
Ameriprise
19
Ameriprise
Minnesota
$16.2M +$11.3M +222,318 +237%
SHWM
20
Smith & Howard Wealth Management
Georgia
$15.9M +$1.4M +27,557 +10%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$15.7M +$1.72M +33,825 +12%
AFA
22
AllGen Financial Advisors
Florida
$15.5M -$1.72M -33,782 -10%
SC
23
Stephens Consulting
Michigan
$15.5M +$166K +3,263 +1%
IWP
24
IAG Wealth Partners
Wisconsin
$15.2M -$91.4K -1,796 -0.6%
IWC
25
Integrated Wealth Concepts
Massachusetts
$14.8M +$1.94M +38,199 +15%