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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWG
226
Beta Wealth Group
California
$715K +$713K +15,401 New
AWP
227
Axis Wealth Partners
Rhode Island
$712K +$82.2K +1,776 +13%
HighTower Advisors
228
HighTower Advisors
Illinois
$703K -$6.85K -148 -1%
FGA
229
Fortis Group Advisors
New Jersey
$699K +$400K +8,634 +134%
SPIA
230
Steward Partners Investment Advisory
New York
$695K +$133K +2,868 +24%
ACA
231
Aspire Capital Advisors
Washington
$688K +$401K +8,654 +140%
CF
232
Convergence Financial
Missouri
$688K +$26.1K +563 +4%
SFM
233
Signet Financial Management
New Jersey
$680K +$25.7K +555 +4%
NP
234
NorthRock Partners
Minnesota
$678K – – –
OWM
235
Opes Wealth Management
California
$665K +$95.2K +2,057 +17%
LG
236
LaFleur & Godfrey
Michigan
$644K +$52.3K +1,129 +9%
IWN
237
Independent Wealth Network
Iowa
$643K +$16K +346 +3%
RFA
238
Resurgent Financial Advisors
Georgia
$635K +$331K +7,141 +109%
CIA
239
Concurrent Investment Advisors
Florida
$635K +$633K +13,674 New
SWM
240
Steinberganna Wealth Management
New York
$629K +$628K +13,560 New
WF
241
Wayfinding Financial
Washington
$617K +$38.6K +834 +7%
VBA
242
von Borstel & Associates
Oregon
$617K +$618K +13,350 New
MEAC
243
M.E. Allison & Co
Texas
$609K +$5.46K +118 +0.9%
US Bancorp
244
US Bancorp
Minnesota
$564K +$478K +10,330 +568%
BIG
245
Brookwood Investment Group
Arizona
$563K +$107K +2,321 +24%
NRI
246
NFP Retirement Inc
California
$548K – – –
BFA
247
Beaumont Financial Advisors
Massachusetts
$541K – – –
TSS
248
Two Sigma Securities
New York
$530K +$529K +11,421 New
Lido Advisors
249
Lido Advisors
California
$525K +$200K +4,311 +62%
FWA
250
FSM Wealth Advisors
Ohio
$510K – – –