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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
226
Atlantic Private Wealth
North Carolina
$358K – – –
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$358K – – –
JWA
228
JFS Wealth Advisors
Pennsylvania
$346K -$34.4K -750 -9%
Mariner
229
Mariner
Kansas
$331K +$329K +7,177 New
MC
230
Matisse Capital
Oregon
$309K – – –
MEAC
231
M.E. Allison & Co
Texas
$308K +$307K +6,689 New
LFS
232
Legacy Financial Strategies
Kansas
$306K -$12.9K -282 -4%
NEWAS
233
N.E.W. Advisory Services
Wisconsin
$306K +$304K +6,631 New
Apollon Wealth Management
234
Apollon Wealth Management
South Carolina
$303K +$302K +6,575 New
EL
235
Essex LLC
Illinois
$302K – – –
PF
236
Penney Financial
Texas
$300K +$47.3K +1,030 +19%
SFM
237
Signet Financial Management
New Jersey
$297K -$33K -719 -10%
AF
238
Advisornet Financial
Minnesota
$289K +$38.6K +841 +16%
MCM
239
Manchester Capital Management
Vermont
$286K – – –
Prime Capital Investment Advisors
240
Prime Capital Investment Advisors
Kansas
$285K +$284K +6,186 New
EFG
241
Ehrlich Financial Group
California
$281K +$3.03K +66 +1%
SWM
242
SeaCrest Wealth Management
New York
$277K +$10.8K +235 +4%
GSC
243
Ground Swell Capital
South Carolina
$273K +$272K +5,929 New
HSG
244
Helen Stephens Group
Texas
$268K -$205K -4,473 -43%
PAS
245
PKS Advisory Services
New York
$267K +$266K +5,806 New
LSPW
246
Lake Street Private Wealth
Illinois
$262K +$35.7K +779 +16%
DFG
247
Dynamic Financial Group
Iowa
$262K +$25.4K +554 +11%
VHAM
248
Van Hulzen Asset Management
California
$262K +$82.1K +1,790 +46%
BWA
249
Burt Wealth Advisors
Maryland
$262K – – –
FGA
250
Fortis Group Advisors
New Jersey
$256K +$255K +5,561 New