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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
326
BXM Wealth
Colorado
$595K +$21.6K +469 +4%
MCC
327
Money Concepts Capital
Florida
$559K -$3.36K -73 -0.6%
VHAM
328
Van Hulzen Asset Management
California
$556K +$37.3K +810 +7%
WP
329
WealthPLAN Partners
Nebraska
$541K +$307K +6,675 +131%
HSG
330
Helen Stephens Group
Texas
$539K -$65.9K -1,431 -11%
PAS
331
PKS Advisory Services
New York
$531K +$109K +2,360 +26%
BWP
332
Balboa Wealth Partners
Arizona
$530K +$52.3K +1,137 +11%
SIC
333
Salem Investment Counselors
North Carolina
$530K +$529K +11,500 New
BIG
334
Brookwood Investment Group
Arizona
$526K +$3.87K +84 +0.7%
WPC
335
Wedmont Private Capital
Pennsylvania
$512K +$6.9K +150 +1%
NPT
336
National Philanthropic Trust
Pennsylvania
$497K – – –
Bank of Montreal
337
Bank of Montreal
Ontario, Canada
$496K -$14.3K -311 -3%
HIS
338
Harvest Investment Services
Illinois
$480K +$81.7K +1,775 +21%
NLWP
339
Next Level Wealth Planning
Idaho
$480K +$33.2K +722 +7%
MCM
340
Mendel Capital Management
Arkansas
$476K +$25.3K +550 +6%
MWM
341
Mascagni Wealth Management
Mississippi
$467K -$5.25K -114 -1%
SWM
342
SeaCrest Wealth Management
New York
$466K -$8.65K -188 -2%
FWA
343
FSM Wealth Advisors
Ohio
$456K +$81.6K +1,774 +22%
CCM
344
Cloud Capital Management
Washington
$454K -$22.6K -492 -5%
FAM
345
Formidable Asset Management
Ohio
$447K +$446K +9,693 New
OBWA
346
Oak Barrel Wealth Advisory
Virginia
$443K +$443K +9,629 New
GC
347
GatePass Capital
Ohio
$440K +$440K +9,550 New
IIA
348
IPG Investment Advisors
California
$437K – – –
LSA
349
Lansing Street Advisors
Pennsylvania
$434K +$434K +9,422 New
MAG
350
Mayfair Advisory Group
Alabama
$433K – – –