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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Apollon Wealth Management
South Carolina
$343K +$62.5K +1,349 +22%
EL
327
Essex LLC
Illinois
$326K – – –
SWP
328
Summit Wealth Partners
Florida
$325K +$12K +260 +4%
OP
329
ORG Partners
Indiana
$322K +$36.7K +792 +13%
GVCM
330
Global View Capital Management
Wisconsin
$321K +$10.2K +220 +3%
HIS
331
Harvest Investment Services
Illinois
$321K +$88.1K +1,901 +38%
SHIM
332
Stone House Investment Management
Pennsylvania
$321K +$27.3K +590 +9%
TSS
333
Two Sigma Securities
New York
$320K -$209K -4,511 -39%
AAM
334
Advisors Asset Management
Colorado
$320K +$168K +3,636 +111%
EA
335
Emerald Advisors
Washington
$318K +$89.3K +1,928 +39%
SP
336
Sequent Planning
Nebraska
$312K +$312K +6,745 New
MC
337
Matisse Capital
Oregon
$310K – – –
SAM
338
Smartleaf Asset Management
Massachusetts
$305K +$33.2K +717 +12%
SI
339
Stephens Inc
Arkansas
$303K +$8.11K +175 +3%
Cerity Partners
340
Cerity Partners
New York
$301K +$301K +6,492 New
BCG
341
Breakwater Capital Group
New Jersey
$292K +$82.5K +1,781 +39%
MCM
342
Manchester Capital Management
Vermont
$287K – – –
OWM
343
OneAscent Wealth Management
Alabama
$281K +$281K +6,076 New
CWM
344
Contango Wealth Management
California
$280K +$281K +6,058 New
Northern Trust
345
Northern Trust
Illinois
$272K – – –
BWP
346
Balboa Wealth Partners
Arizona
$269K +$269K +5,810 New
DFG
347
Dynamic Financial Group
Iowa
$260K – – –
GM
348
GeoWealth Management
Illinois
$258K -$95.6K -2,064 -27%
SS
349
Sunbelt Securities
Texas
$254K +$649 +14 +0.3%
LSIA
350
LaSalle St. Investment Advisors
Illinois
$254K +$1.16K +25 +0.5%