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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
326
Mascagni Wealth Management
Mississippi
$473K -$8.38K -181 -2%
NG
327
Novem Group
New York
$457K +$56.3K +1,216 +14%
MCM
328
Mendel Capital Management
Arkansas
$451K +$453K +9,784 New
NLWP
329
Next Level Wealth Planning
Idaho
$447K +$98.7K +2,131 +28%
IIA
330
IPG Investment Advisors
California
$438K
MAG
331
Mayfair Advisory Group
Alabama
$435K -$25.9K -560 -6%
EWA
332
EverSource Wealth Advisors
Alabama
$427K +$184K +3,972 +75%
PAS
333
PKS Advisory Services
New York
$422K +$15.5K +335 +4%
WF
334
Wayfinding Financial
Washington
$412K -$117K -2,522 -22%
SAA
335
Southeast Asset Advisors
Georgia
$405K +$5.42K +117 +1%
HIS
336
Harvest Investment Services
Illinois
$398K +$79.1K +1,709 +25%
Lido Advisors
337
Lido Advisors
California
$395K -$126K -2,729 -24%
AF
338
Advisornet Financial
Minnesota
$393K +$3.52K +76 +0.9%
DWT
339
Dorsey & Whitney Trust
South Dakota
$392K +$11.6K +251 +3%
AG
340
Ascent Group
Virginia
$388K -$22.2K -479 -5%
BPA
341
Beacon Pointe Advisors
California
$385K +$387K +8,354 New
EFG
342
Ehrlich Financial Group
California
$378K
IPAM
343
Investment Partners Asset Management
New Jersey
$378K -$1.16K -25 -0.3%
FWA
344
FSM Wealth Advisors
Ohio
$374K -$35.4K -764 -9%
AC
345
AlphaCore Capital
California
$369K
RWS
346
Resolute Wealth Strategies
Mississippi
$363K -$18.8K -407 -5%
APW
347
Atlantic Private Wealth
North Carolina
$358K
CWM
348
Contango Wealth Management
California
$357K +$78.3K +1,692 +28%
AQR Capital Management
349
AQR Capital Management
Connecticut
$357K +$358K +7,742 New
FH
350
FWG Holdings
Florida
$353K -$143K -3,079 -29%