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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
226
Dynamic Advisor Solutions
Arizona
$2.17M +$173K +3,755 +9%
PI
227
PFG Investments
New York
$2.15M +$53.1K +1,154 +3%
CFG
228
Cooper Financial Group
California
$2.12M +$53.5K +1,162 +3%
EWA
229
EP Wealth Advisors
California
$2.12M +$2.12M +45,955 New
TC
230
Towle & Co
Colorado
$2.1M +$725K +15,753 +53%
CAL
231
Capital Analysts LLC
Pennsylvania
$2.1M +$819K +17,786 +64%
NWM
232
Nolet Wealth Management
Texas
$2.09M
GA
233
GFS Advisors
Texas
$2.06M +$206K +4,480 New
AW
234
Alteri Wealth
California
$2.03M +$158K +3,430 +8%
NPAN
235
Northeast Planning Associates NH
New Hampshire
$1.98M +$2.13M +46,259 New
ACA
236
Aspire Capital Advisors
Washington
$1.98M +$537K +11,660 +37%
CIA
237
Concurrent Investment Advisors
Florida
$1.97M +$486K +10,568 +33%
WIA
238
World Investment Advisors
California
$1.93M -$195K -4,230 -9%
BTD
239
BankPlus Trust Department
Mississippi
$1.92M +$1.75K +38 +0.1%
MMA
240
Miracle Mile Advisors
California
$1.91M -$19K -413 -1%
MWM
241
Modera Wealth Management
New Jersey
$1.9M -$25.3K -549 -1%
PCA
242
Prosperity Capital Advisors
Ohio
$1.88M +$1.37M +29,704 +268%
ISFAN
243
Investor's Fiduciary Advisor Network
Washington
$1.87M +$23.9K +520 +1%
MFG
244
MTM Financial Group
Pennsylvania
$1.78M +$159K +3,456 +10%
Natixis Advisors
245
Natixis Advisors
Massachusetts
$1.77M +$719K +15,626 +68%
PP
246
PDS Planning
Ohio
$1.7M -$260K -5,653 -13%
TFG
247
Turner Financial Group
Florida
$1.69M +$1.69M +36,668 New
Envestnet Portfolio Solutions
248
Envestnet Portfolio Solutions
Illinois
$1.67M +$293K +6,367 +21%
FHC
249
First Heartland Consultants
Missouri
$1.66M +$29K +631 +2%
CFM
250
Cornerstone Financial Management
Massachusetts
$1.65M -$28.4K -617 -2%