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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
276
Beaumont Financial Advisors
Massachusetts
$773K – – –
MAS
277
Meeder Advisory Services
Ohio
$773K -$416K -8,988 -35%
RWA
278
Reicon Wealth Advisors
Georgia
$769K -$314K -6,791 -29%
BFP
279
Birchwood Financial Partners
Minnesota
$767K +$3.98K +86 +0.5%
PWA
280
Prairie Wealth Advisors
Nebraska
$766K – – –
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$766K -$1.42M -30,771 -65%
MFG
282
Menard Financial Group
Texas
$760K +$11.7K +252 +2%
BWG
283
Beta Wealth Group
California
$760K +$32.7K +707 +4%
Principal Securities
284
Principal Securities
Iowa
$757K +$310K +6,705 +69%
AWP
285
Axis Wealth Partners
Rhode Island
$754K +$26.5K +572 +4%
CreativeOne Wealth
286
CreativeOne Wealth
Kansas
$746K -$248K -5,349 -25%
OWM
287
Opes Wealth Management
California
$725K +$38.9K +840 +6%
OWM
288
OneAscent Wealth Management
Alabama
$723K +$445K +9,622 +158%
MEAC
289
M.E. Allison & Co
Texas
$721K +$119K +2,580 +20%
HCM
290
Hicks Capital Management
Ohio
$713K +$143K +3,090 +25%
MassMutual Private Wealth & Trust
291
MassMutual Private Wealth & Trust
Connecticut
$710K -$232K -5,021 -25%
P
292
Palladiem
Pennsylvania
$704K – – –
NorthRock Partners
293
NorthRock Partners
Minnesota
$699K +$15.1K +326 +2%
RFA
294
Resurgent Financial Advisors
Georgia
$698K +$6.85K +148 +1%
DF
295
Daviman Financial
Indiana
$682K +$685K +14,801 New
CPA
296
Capital Planning Advisors
California
$678K – – –
HVP
297
Hudson Value Partners
Florida
$674K +$311K +6,707 +85%
IFP Advisors
298
IFP Advisors
Florida
$665K -$8.01K -173 -1%
Betterment LLC
299
Betterment LLC
New York
$649K +$92K +1,988 +16%
SHIM
300
Stone House Investment Management
Pennsylvania
$643K +$326K +7,035 +102%