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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
326
Cloud Capital Management
Washington
$477K +$480K +10,365 New
SWM
327
SeaCrest Wealth Management
New York
$475K +$38.9K +840 +9%
MWM
328
Mascagni Wealth Management
Mississippi
$473K -$8.38K -181 -2%
NG
329
Novem Group
New York
$457K +$56.3K +1,216 +14%
MCM
330
Mendel Capital Management
Arkansas
$451K +$453K +9,784 New
NLWP
331
Next Level Wealth Planning
Idaho
$447K +$98.7K +2,131 +28%
IIA
332
IPG Investment Advisors
California
$438K – – –
MAG
333
Mayfair Advisory Group
Alabama
$435K -$25.9K -560 -6%
EverSource Wealth Advisors
334
EverSource Wealth Advisors
Alabama
$427K +$184K +3,972 +75%
PAS
335
PKS Advisory Services
New York
$422K +$15.5K +335 +4%
WF
336
Wayfinding Financial
Washington
$412K -$117K -2,522 -22%
SAA
337
Southeast Asset Advisors
Georgia
$405K +$5.42K +117 +1%
HIS
338
Harvest Investment Services
Illinois
$398K +$79.1K +1,709 +25%
Lido Advisors
339
Lido Advisors
California
$395K -$126K -2,729 -24%
AF
340
Advisornet Financial
Minnesota
$393K +$3.52K +76 +0.9%
DWT
341
Dorsey & Whitney Trust
South Dakota
$392K +$11.6K +251 +3%
AG
342
Ascent Group
Virginia
$388K -$22.2K -479 -5%
Beacon Pointe Advisors
343
Beacon Pointe Advisors
California
$385K +$387K +8,354 New
EFG
344
Ehrlich Financial Group
California
$378K – – –
IPAM
345
Investment Partners Asset Management
New Jersey
$378K -$1.16K -25 -0.3%
FWA
346
FSM Wealth Advisors
Ohio
$374K -$35.4K -764 -9%
AlphaCore Capital
347
AlphaCore Capital
California
$369K – – –
RWS
348
Resolute Wealth Strategies
Mississippi
$363K -$18.8K -407 -5%
APW
349
Atlantic Private Wealth
North Carolina
$358K – – –
CWM
350
Contango Wealth Management
California
$357K +$78.3K +1,692 +28%