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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
276
Reicon Wealth Advisors
Georgia
$769K -$314K -6,791 -29%
BFP
277
Birchwood Financial Partners
Minnesota
$767K +$3.98K +86 +0.5%
PWA
278
Prairie Wealth Advisors
Nebraska
$766K
Carson Wealth (CWM LLC)
279
Carson Wealth (CWM LLC)
Nebraska
$766K -$1.42M -30,771 -65%
MFG
280
Menard Financial Group
Texas
$760K +$11.7K +252 +2%
BWG
281
Beta Wealth Group
California
$760K +$32.7K +707 +4%
PS
282
Principal Securities
Iowa
$757K +$310K +6,705 +69%
AWP
283
Axis Wealth Partners
Rhode Island
$754K +$26.5K +572 +4%
CW
284
CreativeOne Wealth
Kansas
$746K -$248K -5,349 -25%
OWM
285
Opes Wealth Management
California
$725K +$38.9K +840 +6%
OWM
286
OneAscent Wealth Management
Alabama
$723K +$445K +9,622 +158%
MEAC
287
M.E. Allison & Co
Texas
$721K +$119K +2,580 +20%
HCM
288
Hicks Capital Management
Ohio
$713K +$143K +3,090 +25%
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
$710K -$232K -5,021 -25%
P
290
Palladiem
Pennsylvania
$704K
NP
291
NorthRock Partners
Minnesota
$699K +$15.1K +326 +2%
RFA
292
Resurgent Financial Advisors
Georgia
$698K +$6.85K +148 +1%
DF
293
Daviman Financial
Indiana
$682K +$685K +14,801 New
CPA
294
Capital Planning Advisors
California
$678K
HVP
295
Hudson Value Partners
Florida
$674K +$311K +6,707 +85%
IA
296
IFP Advisors
Florida
$665K -$8.01K -173 -1%
Betterment LLC
297
Betterment LLC
New York
$649K +$92K +1,988 +16%
SHIM
298
Stone House Investment Management
Pennsylvania
$643K +$326K +7,035 +102%
SWM
299
Steinberganna Wealth Management
New York
$640K +$3.52K +76 +0.6%
SWR
300
Spahn Wealth & Retirement
Arizona
$639K