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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UW
426
Unique Wealth
Florida
$207K +$207K +4,488 New
BMCM
427
Burns Matteson Capital Management
New York
$204K – – –
HOWA
428
Heritage Oak Wealth Advisors
Florida
$204K +$204K +4,440 New
LWM
429
Lighthouse Wealth Management
Ohio
$204K +$204K +4,438 New
EFS
430
Essex Financial Services
Connecticut
$202K +$322 +7 +0.2%
Fidelity Investments
431
Fidelity Investments
Massachusetts
$196K +$185K +4,027 +1,759%
CFO
432
Cambient Family Office
Michigan
$149K +$149K +3,245 New
T
433
Transce3nd
Texas
$138K -$12.1K -262 -8%
SG
434
Sankala Group
Colorado
$138K +$138K +3,000 New
MWA
435
Medallion Wealth Advisors
Connecticut
$133K -$2.1M -45,560 -94%
PFBT
436
Parkside Financial Bank & Trust
Missouri
$110K +$110K +2,398 New
BH
437
Burk Holdings
Oklahoma
$108K – – –
AF
438
Allworth Financial
California
$101K -$75.7K -1,645 -43%
TCOV
439
Trust Company of Vermont
Vermont
$95.1K +$95K +2,065 New
BCWM
440
Bartlett & Co Wealth Management
Ohio
$83.2K – – –
PRAG
441
Portfolio Resources Advisor Group
Florida
$80.2K – – –
GF
442
GGM Financials
Ohio
$59.2K +$15.5K +336 +35%
MCM
443
Manchester Capital Management
Vermont
$57.6K -$127K -2,750 -69%
BA
444
Blueline Advisors
New Hampshire
$56K +$56K +1,216 New
BWL
445
Bogart Wealth LLC
Virginia
$54.5K +$30.1K +654 +123%
GIA
446
GHP Investment Advisors
Colorado
$47.2K +$644 +14 +1%
Franklin Resources
447
Franklin Resources
California
$46.6K +$46.6K +1,013 New
LFG
448
Larson Financial Group
Missouri
$46K – – –
MWM
449
Mascoma Wealth Management
New Hampshire
$46K – – –
NFSG
450
Newbridge Financial Services Group
Florida
$35.5K – – –