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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
376
Alterna Wealth Management
Texas
$261K +$32.6K +704 +14%
EWM
377
Elevation Wealth Management
Minnesota
$261K -$86.6K -1,871 -25%
DFG
378
Dynamic Financial Group
Iowa
$260K +$1.48K +32 +0.6%
WCFA
379
Walkner Condon Financial Advisors
Wisconsin
$260K +$18.1K +391 +7%
LSIA
380
LaSalle St. Investment Advisors
Illinois
$255K +$1.16K +25 +0.5%
XPN
381
XY Planning Network
Montana
$253K +$30.8K +665 +14%
TIM
382
Tortoise Investment Management
New York
$253K +$255K +5,500 New
United Capital Financial Advisors
383
United Capital Financial Advisors
Texas
$250K +$253K +5,456 New
WEG
384
World Equity Group
Illinois
$247K +$249K +5,371 New
Washington Trust
385
Washington Trust
Rhode Island
$245K – – –
WP
386
WealthPLAN Partners
Nebraska
$234K +$235K +5,082 New
CAM
387
Concorde Asset Management
Michigan
$231K -$202K -4,353 -46%
UBS Group
388
UBS Group
Switzerland
$231K +$232K +5,006 New
CQWA
389
Chokshi & Queen Wealth Advisors
California
$228K +$229K +4,954 New
DPI
390
Diversified Portfolios Inc
Michigan
$228K +$229K +4,950 New
OneDigital Investment Advisors
391
OneDigital Investment Advisors
Kansas
$216K +$9.26K +200 +4%
Wedbush Securities
392
Wedbush Securities
California
$210K +$6.95K +150 +3%
BMCM
393
Burns Matteson Capital Management
New York
$205K – – –
GM
394
GeoWealth Management
Illinois
$203K -$53.8K -1,162 -21%
EFS
395
Essex Financial Services
Connecticut
$202K +$203K +4,378 New
HB Wealth Management
396
HB Wealth Management
Georgia
$202K +$203K +4,375 New
EIP
397
Ellis Investment Partners
Pennsylvania
$200K +$201K +4,346 New
SS
398
Sunbelt Securities
Texas
$195K -$58.1K -1,254 -23%
MCM
399
Manchester Capital Management
Vermont
$184K -$102K -2,200 -35%
Allworth Financial
400
Allworth Financial
California
$177K +$56.8K +1,226 +47%