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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
251
Medallion Wealth Advisors
Connecticut
$506K +$246K +5,310 +95%
HSG
252
Helen Stephens Group
Texas
$505K +$1.53K +33 +0.3%
Betterment LLC
253
Betterment LLC
New York
$493K +$65.1K +1,406 +15%
FH
254
FWG Holdings
Florida
$492K +$8.15K +176 +2%
CSPIA
255
Cary Street Partners Investment Advisory
Virginia
$489K +$45.3K +979 +10%
MWM
256
Mascagni Wealth Management
Mississippi
$479K -$12K -260 -2%
BW
257
BXM Wealth
Colorado
$478K -$111K -2,393 -19%
PNC
258
Park National Corp
Ohio
$476K -$463 -10 -0.1%
Bank of Montreal
259
Bank of Montreal
Ontario, Canada
$463K +$81.3K +1,756 +21%
NA
260
Nautilus Advisors
California
$458K +$210K +4,539 +85%
EW
261
Evoke Wealth
California
$457K +$456K +9,855 New
VHAM
262
Van Hulzen Asset Management
California
$452K +$89.7K +1,937 +25%
MAG
263
Mayfair Advisory Group
Alabama
$450K +$4.63K +100 +1%
CAM
264
Cobblestone Asset Management
Virginia
$425K +$1.53K +33 +0.4%
AG
265
Ascent Group
Virginia
$423K +$422K +9,110 New
PVI
266
Pine Valley Investments
New Jersey
$418K +$137K +2,960 +49%
GCA
267
Greenwood Capital Associates
South Carolina
$409K +$408K +8,802 New
YWM
268
Yukon Wealth Management
Kansas
$400K +$399K +8,610 New
IIA
269
IPG Investment Advisors
California
$399K +$398K +8,600 New
SAA
270
Southeast Asset Advisors
Georgia
$397K +$5.6K +121 +1%
AW
271
Alteri Wealth
California
$394K +$178K +3,845 +83%
RWS
272
Resolute Wealth Strategies
Mississippi
$393K -$53.5K -1,156 -12%
IPAM
273
Investment Partners Asset Management
New Jersey
$392K -$21K -453 -5%
SWM
274
SeaCrest Wealth Management
New York
$392K +$105K +2,258 +36%
AF
275
Advisornet Financial
Minnesota
$385K +$75.9K +1,639 +25%