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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCG
351
Breakwater Capital Group
New Jersey
$351K +$61.3K +1,323 +21%
AFC
352
AFT Forsyth & Company
Florida
$346K
RCA
353
Runnymede Capital Advisors
Ohio
$337K +$342K +7,381 New
MCM
354
MAI Capital Management
Ohio
$336K +$145K +3,139 +75%
EL
355
Essex LLC
Illinois
$325K
SWP
356
Summit Wealth Partners
Florida
$323K
SI
357
Stephens Inc
Arkansas
$320K +$18.5K +400 +6%
MC
358
Matisse Capital
Oregon
$312K +$3.61K +78 +1%
WWWM
359
White Wing Wealth Management
Texas
$311K +$312K +6,747 New
HIP
360
HUB Investment Partners
Texas
$310K -$821K -17,736 -72%
WCM
361
Whitener Capital Management
North Carolina
$310K +$312K +6,731 New
CTC
362
Central Trust Company
Missouri
$305K +$84.2K +1,818 +38%
Cerity Partners
363
Cerity Partners
New York
$299K
SP
364
Sequent Planning
Nebraska
$291K -$20.1K -434 -6%
FFA
365
Fortune Financial Advisors
Kansas
$289K +$291K +6,282 New
IAA
366
Independence Asset Advisors
Pennsylvania
$284K +$285K +6,160 New
JIC
367
Johnson Investment Counsel
Ohio
$283K +$284K +6,140 New
AFP
368
Ausdal Financial Partners
Iowa
$279K +$28.7K +620 +11%
IFG
369
Independent Financial Group
California
$277K +$41.4K +894 +17%
GSEP
370
Golden State Equity Partners
California
$274K +$275K +5,941 New
HWM
371
Howard Wealth Management
Connecticut
$272K +$273K +5,897 New
Northern Trust
372
Northern Trust
Illinois
$271K
AWA
373
Archvest Wealth Advisors
California
$267K +$268K +5,785 New
AWM
374
Alterna Wealth Management
Texas
$261K +$32.6K +704 +14%
EWM
375
Elevation Wealth Management
Minnesota
$261K -$86.6K -1,871 -25%