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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
226
Axis Wealth Partners
Rhode Island
$712K +$82.2K +1,776 +13%
HighTower Advisors
227
HighTower Advisors
Illinois
$703K -$6.85K -148 -1%
FGA
228
Fortis Group Advisors
New Jersey
$699K +$400K +8,634 +134%
SPIA
229
Steward Partners Investment Advisory
New York
$695K +$133K +2,868 +24%
ACA
230
Aspire Capital Advisors
Washington
$688K +$401K +8,654 +140%
CF
231
Convergence Financial
Missouri
$688K +$26.1K +563 +4%
SFM
232
Signet Financial Management
New Jersey
$680K +$25.7K +555 +4%
NP
233
NorthRock Partners
Minnesota
$678K
OWM
234
Opes Wealth Management
California
$665K +$95.2K +2,057 +17%
LG
235
LaFleur & Godfrey
Michigan
$644K +$52.3K +1,129 +9%
IWN
236
Independent Wealth Network
Iowa
$643K +$16K +346 +3%
RFA
237
Resurgent Financial Advisors
Georgia
$635K +$331K +7,141 +109%
CIA
238
Concurrent Investment Advisors
Florida
$635K +$633K +13,674 New
SWM
239
Steinberganna Wealth Management
New York
$629K +$628K +13,560 New
WF
240
Wayfinding Financial
Washington
$617K +$38.6K +834 +7%
VBA
241
von Borstel & Associates
Oregon
$617K +$618K +13,350 New
MEAC
242
M.E. Allison & Co
Texas
$609K +$5.46K +118 +0.9%
US Bancorp
243
US Bancorp
Minnesota
$564K +$478K +10,330 +568%
BIG
244
Brookwood Investment Group
Arizona
$563K +$107K +2,321 +24%
NRI
245
NFP Retirement Inc
California
$548K
BFA
246
Beaumont Financial Advisors
Massachusetts
$541K
TSS
247
Two Sigma Securities
New York
$530K +$529K +11,421 New
Lido Advisors
248
Lido Advisors
California
$525K +$200K +4,311 +62%
FWA
249
FSM Wealth Advisors
Ohio
$510K
MWA
250
Medallion Wealth Advisors
Connecticut
$506K +$246K +5,310 +95%