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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
251
International Assets Investment Management
Florida
$1.24M +$358K +7,741 +40%
AWM
252
Aprio Wealth Management
Georgia
$1.2M +$107K +2,321 +10%
HWM
253
Heirloom Wealth Management
Colorado
$1.17M +$1.17M +25,352 New
Belpointe Asset Management
254
Belpointe Asset Management
Nevada
$1.16M +$753K +16,271 +181%
FCA
255
Fortis Capital Advisors
Kansas
$1.16M +$753K +16,271 +181%
NCM
256
NCM Capital Management
New Jersey
$1.14M +$456K +9,850 +66%
WMA
257
West Michigan Advisors
Michigan
$1.14M +$121K +2,620 +12%
Sigma Planning Corp
258
Sigma Planning Corp
Michigan
$1.13M -$17.2K -371 -1%
BOK Financial
259
BOK Financial
Oklahoma
$1.1M +$636K +13,728 +136%
Robertson Stephens Wealth Management
260
Robertson Stephens Wealth Management
California
$1.09M – – –
Steward Partners Investment Advisory
261
Steward Partners Investment Advisory
New York
$1.07M +$64.4K +1,392 +6%
Natixis Advisors
262
Natixis Advisors
Massachusetts
$1.05M +$242K +5,231 +30%
TWM
263
TopTier Wealth Management
Wisconsin
$1.01M +$18.2K +393 +2%
WW
264
Waterfront Wealth
Kansas
$1.01M +$112K +2,428 +13%
RA
265
Rockingstone Advisors
Massachusetts
$1,000K -$16.2K -350 -2%
Pine Valley Investments
266
Pine Valley Investments
New Jersey
$984K +$305K +6,586 +45%
Parallel Advisors
267
Parallel Advisors
California
$944K -$112K -2,411 -11%
CAM
268
Cobblestone Asset Management
Virginia
$890K +$101K +2,189 +13%
Smartleaf Asset Management
269
Smartleaf Asset Management
Massachusetts
$871K +$575K +12,411 +190%
IPA
270
Investment Planning Advisors
Georgia
$846K -$76K -1,642 -8%
TFS
271
Thoroughbred Financial Services
Tennessee
$842K +$1.2K +26 +0.1%
SWGC
272
Summit Wealth Group (Colorado)
Colorado
$838K -$29.5K -638 -3%
JRPCML
273
J. R. Prunier Capital Management LLC
Massachusetts
$800K +$75.7K +1,634 +10%
CF
274
Convergence Financial
Missouri
$778K +$73.8K +1,594 +10%
LG
275
LaFleur & Godfrey
Michigan
$773K +$46.9K +1,013 +6%