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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
251
Seamount Financial Group
Colorado
$854K
TFS
252
Thoroughbred Financial Services
Tennessee
$845K -$58.7K -1,268 -6%
Natixis Advisors
253
Natixis Advisors
Massachusetts
$818K +$819K +17,675 New
CAM
254
Cobblestone Asset Management
Virginia
$793K +$369K +7,955 +87%
BFA
255
Beaumont Financial Advisors
Massachusetts
$777K +$237K +5,114 +44%
BFP
256
Birchwood Financial Partners
Minnesota
$766K +$767K +16,553 New
MFG
257
Menard Financial Group
Texas
$752K -$25.2K -543 -3%
BWG
258
Beta Wealth Group
California
$731K +$18.1K +391 +3%
AWP
259
Axis Wealth Partners
Rhode Island
$731K +$21.2K +457 +3%
LG
260
LaFleur & Godfrey
Michigan
$730K +$88.3K +1,905 +14%
JRPCML
261
J. R. Prunier Capital Management LLC
Massachusetts
$728K +$729K +15,730 New
CF
262
Convergence Financial
Missouri
$710K +$23.6K +510 +3%
P
263
Palladiem
Pennsylvania
$708K +$708K +15,290 New
AO
264
Advisor OS
Illinois
$700K -$516K -11,146 -42%
RFA
265
Resurgent Financial Advisors
Georgia
$694K +$60.6K +1,308 +10%
NCM
266
NCM Capital Management
New Jersey
$694K +$412K +8,900 +146%
OWM
267
Opes Wealth Management
California
$690K +$26.5K +573 +4%
NP
268
NorthRock Partners
Minnesota
$688K +$11.3K +244 +2%
PVI
269
Pine Valley Investments
New Jersey
$686K +$267K +5,759 +64%
CPA
270
Capital Planning Advisors
California
$682K +$682K +14,723 New
DIM
271
Delta Investment Management
California
$681K -$837K -18,064 -55%
IA
272
IFP Advisors
Florida
$676K -$101K -2,185 -13%
NA
273
Nautilus Advisors
California
$660K +$203K +4,389 +45%
SWR
274
Spahn Wealth & Retirement
Arizona
$645K +$522K +11,275 New
SWM
275
Steinberganna Wealth Management
New York
$639K +$11.4K +246 +2%