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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
251
Transform Wealth
Colorado
$255K -$5K -109 -2%
PWM
252
Prentice Wealth Management
New York
$253K -$46.7K -1,017 -16%
MCC
253
Money Concepts Capital
Florida
$249K +$5.28K +115 +2%
FWP
254
Firethorn Wealth Partners
Georgia
$247K +$44.9K +979 +22%
LSIA
255
LaSalle St. Investment Advisors
Illinois
$246K +$8.72K +190 +4%
CTC
256
Central Trust Company
Missouri
$243K +$135K +2,941 +126%
CP
257
Castleview Partners
Texas
$241K +$240K +5,229 New
LAMNM
258
Longview Asset Management (New Mexico)
New Mexico
$238K -$292K -6,354 -55%
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$237K +$236K +5,151 New
MCFP
260
Mallini Complete Financial Planning
Florida
$231K
Northern Trust
261
Northern Trust
Illinois
$230K -$11.3K -247 -5%
MAS
262
Meeder Advisory Services
Ohio
$226K +$225K +4,908 New
JWCA
263
J.W. Cole Advisors
Florida
$222K +$221K +4,810 New
EA
264
Emerald Advisors
Washington
$216K +$215K +4,692 New
MOS
265
MGO One Seven
Ohio
$216K
AA
266
Advisory Alpha
Michigan
$206K -$87.1K -1,899 -30%
WT
267
Washington Trust
Rhode Island
$205K +$204K +4,456 New
AWMG
268
ADG Wealth Management Group
Louisiana
$205K +$826 +18 +0.4%
BMCM
269
Burns Matteson Capital Management
New York
$205K
IA
270
IFP Advisors
Florida
$204K -$60.6K -1,321 -23%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$130K +$129K +2,820 New
IHWM
272
Iron Horse Wealth Management
Iowa
$73.7K +$27.5K +600 +60%
WTC
273
WhitTier Trust Company
Nevada
$67.2K +$24.7K +539 +59%
MWA
274
Medallion Wealth Advisors
Connecticut
$64.5K +$41.5K +905 +181%
EWA
275
EverSource Wealth Advisors
Alabama
$59.9K +$505 +11 +0.9%