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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MEAC
301
M.E. Allison & Co
Texas
$756K +$35.2K +764 +5%
AWA
302
Acumen Wealth Advisors
Tennessee
$747K +$634K +13,774 +563%
AWP
303
Axis Wealth Partners
Rhode Island
$746K -$7.32K -159 -1%
TFS
304
Thoroughbred Financial Services
Tennessee
$743K -$98.8K -2,147 -12%
CW
305
CreativeOne Wealth
Kansas
$735K -$11.3K -245 -2%
AAM
306
Advisors Asset Management
Colorado
$729K +$186K +4,031 +34%
RFA
307
Resurgent Financial Advisors
Georgia
$725K +$27.2K +591 +4%
HVP
308
Hudson Value Partners
Florida
$706K +$31.7K +689 +5%
P
309
Palladiem
Pennsylvania
$704K
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$691K -$19.1K -416 -3%
BPA
311
Beacon Pointe Advisors
California
$689K +$304K +6,602 +79%
OWM
312
OneAscent Wealth Management
Alabama
$683K -$39.8K -865 -6%
DF
313
Daviman Financial
Indiana
$682K
AO
314
Advisor OS
Illinois
$672K +$96.1K +2,088 +17%
SIAG
315
Safeguard Investment Advisory Group
California
$668K +$668K +14,507 New
MFG
316
Menard Financial Group
Texas
$659K -$101K -2,192 -13%
TWC
317
TD Waterhouse Canada
Ontario, Canada
$658K +$543K +11,792 +459%
Betterment LLC
318
Betterment LLC
New York
$648K +$138 +3 +0%
SG
319
StoneX Group
New York
$636K +$75.5K +1,640 +14%
Lido Advisors
320
Lido Advisors
California
$632K +$237K +5,140 +60%
BPW
321
BlueDoor Private Wealth
Massachusetts
$631K +$630K +13,694 New
LHEI
322
Leo H. Evart Inc
California
$610K +$7.32K +159 +1%
IA
323
IFP Advisors
Florida
$607K -$58K -1,261 -9%
BCG
324
Breakwater Capital Group
New Jersey
$602K +$250K +5,442 +71%
BW
325
BXM Wealth
Colorado
$595K +$21.6K +469 +4%