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JPMorgan Income ETF
JPIE

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
351
Ausdal Financial Partners
Iowa
$252K +$252K +5,434 New
GRP
352
Global Retirement Partners
California
$248K -$8.06K -174 -3%
WT
353
Washington Trust
Rhode Island
$246K – – –
EWA
354
EverSource Wealth Advisors
Alabama
$245K +$97.5K +2,104 +66%
WCFA
355
Walkner Condon Financial Advisors
Wisconsin
$243K +$243K +5,252 New
IFG
356
Independent Financial Group
California
$237K +$238K +5,128 New
FWP
357
Firethorn Wealth Partners
Georgia
$237K -$27.7K -598 -10%
PNC
358
Park National Corp
Ohio
$233K -$242K -5,225 -51%
LSPW
359
Lake Street Private Wealth
Illinois
$232K +$1.53K +33 +0.7%
AWM
360
Alterna Wealth Management
Texas
$229K +$2.13K +46 +0.9%
CPG
361
Cornerstone Planning Group
New Jersey
$228K +$227K +4,903 New
NEWAS
362
N.E.W. Advisory Services
Wisconsin
$225K +$226K +4,871 New
XPN
363
XY Planning Network
Montana
$225K +$225K +4,858 New
MCFP
364
Mallini Complete Financial Planning
Florida
$223K – – –
CTC
365
Central Trust Company
Missouri
$223K +$23.2K +500 +12%
OIA
366
OneDigital Investment Advisors
Kansas
$207K -$25.3K -547 -11%
BMCM
367
Burns Matteson Capital Management
New York
$206K – – –
WS
368
Wedbush Securities
California
$204K +$204K +4,404 New
UA
369
URS Advisory
Florida
$203K +$203K +4,380 New
MCM
370
MAI Capital Management
Ohio
$193K +$192K +4,150 +37,727%
T
371
Transce3nd
Texas
$155K -$26K -561 -14%
AIC
372
Archer Investment Corporation
Indiana
$152K +$152K +3,275 +65,500%
CFO
373
Cambient Family Office
Michigan
$151K +$150K +3,245 New
LWMI
374
Legacy Wealth Management (Idaho)
Idaho
$141K – – –
BCWM
375
Bartlett & Co Wealth Management
Ohio
$121K – – –
13 14
15
16 17