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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
401
Financial Gravity Asset Management
Texas
$11K
IW
402
Imprint Wealth
South Carolina
$8.61K -$24.4K -526 -74%
SWM
403
Spire Wealth Management
Virginia
$7.64K +$139 +3 +2%
CAM
404
Costello Asset Management
Pennsylvania
$5.84K -$1.57K -34 -21%
IIM
405
IFC & Insurance Marketing
California
$5K +$5.28K +114 New
RF
406
Rossby Financial
Florida
$4.95K
SIS
407
Sound Income Strategies
Florida
$2.64K
EP
408
Essential Partners
California
$2.5K +$2.5K +54 New
AssetMark Inc
409
AssetMark Inc
California
$1.3K -$232 -5 -15%
NL
410
Navalign LLC
California
$1.16K +$1.16K +25 New
MI
411
Motiv8 Investments
Florida
$1K +$1.3K +28 New
DFA
412
DHJJ Financial Advisors
Illinois
$417
SAG
413
SageView Advisory Group
California
$287 +$278 +6 New
OSAM
414
O'Shaughnessy Asset Management
Connecticut
$278 +$278 +6 New
Fidelity Investments
415
Fidelity Investments
Massachusetts
$25 -$93 -2 -29%
IWC
416
Integrated Wealth Concepts
Massachusetts
-$10.9M -234,806 Closed
AA
417
Alpha Advisors
Virginia
-$7.94M -171,127 Closed
Goldman Sachs
418
Goldman Sachs
New York
-$7.39M -159,189 Closed
TGAM
419
TBH Global Asset Management
Tennessee
-$5.72M -123,285 Closed
MC
420
McCarthy & Cox
Ohio
-$5.59M -120,387 Closed
PBO
421
Peoples Bank (Ohio)
Ohio
-$2.14M -46,077 Closed
CPRC
422
Consolidated Portfolio Review Corp
New York
-$1.85M -39,922 Closed
FGA
423
Fortis Group Advisors
New Jersey
-$699K -15,055 Closed
VBA
424
von Borstel & Associates
Oregon
-$617K -13,350 Closed
EW
425
Evoke Wealth
California
-$457K -9,855 Closed