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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
326
Money Concepts Capital
Florida
$559K -$3.36K -73 -0.6%
VHAM
327
Van Hulzen Asset Management
California
$556K +$37.3K +810 +7%
WP
328
WealthPLAN Partners
Nebraska
$541K +$307K +6,675 +131%
HSG
329
Helen Stephens Group
Texas
$539K -$65.9K -1,431 -11%
PAS
330
PKS Advisory Services
New York
$531K +$109K +2,360 +26%
BWP
331
Balboa Wealth Partners
Arizona
$530K +$52.3K +1,137 +11%
SIC
332
Salem Investment Counselors
North Carolina
$530K +$529K +11,500 New
BIG
333
Brookwood Investment Group
Arizona
$526K +$3.87K +84 +0.7%
WPC
334
Wedmont Private Capital
Pennsylvania
$512K +$6.9K +150 +1%
NPT
335
National Philanthropic Trust
Pennsylvania
$497K
Bank of Montreal
336
Bank of Montreal
Ontario, Canada
$496K -$14.3K -311 -3%
HIS
337
Harvest Investment Services
Illinois
$480K +$81.7K +1,775 +21%
NLWP
338
Next Level Wealth Planning
Idaho
$480K +$33.2K +722 +7%
MCM
339
Mendel Capital Management
Arkansas
$476K +$25.3K +550 +6%
MWM
340
Mascagni Wealth Management
Mississippi
$467K -$5.25K -114 -1%
SWM
341
SeaCrest Wealth Management
New York
$466K -$8.65K -188 -2%
FWA
342
FSM Wealth Advisors
Ohio
$456K +$81.6K +1,774 +22%
CCM
343
Cloud Capital Management
Washington
$454K -$22.6K -492 -5%
FAM
344
Formidable Asset Management
Ohio
$447K +$446K +9,693 New
OBWA
345
Oak Barrel Wealth Advisory
Virginia
$443K +$443K +9,629 New
GC
346
GatePass Capital
Ohio
$440K +$440K +9,550 New
IIA
347
IPG Investment Advisors
California
$437K
LSA
348
Lansing Street Advisors
Pennsylvania
$434K +$434K +9,422 New
MAG
349
Mayfair Advisory Group
Alabama
$433K
JF
350
JSF Financial
California
$428K +$428K +9,305 New