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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
26
Family Asset Management
South Carolina
$8.21M -$680K -15,237 -8%
VWA
27
Visionary Wealth Advisors
Illinois
$7.21M +$2.99M +67,019 +74%
RWA
28
Rainsberger Wealth Advisors
Colorado
$7.12M +$6.97M +156,212 New
HHGA
29
Halbert Hargrove Global Advisors
California
$7.03M +$316K +7,091 +5%
FWM
30
FMA Wealth Management
Massachusetts
$7M +$6.85M +153,443 New
4WM
31
49 Wealth Management
Texas
$6.95M +$6.8M +152,409 New
GCM
32
Gallacher Capital Management
Colorado
$6.87M -$527K -11,823 -7%
MG
33
Mather Group
Illinois
$6.85M +$4.94M +110,765 +281%
LPAM
34
Lodestar Private Asset Management
California
$6.7M +$946K +21,194 +17%
LWM
35
Lionsbridge Wealth Management
Florida
$6.54M +$3.12M +69,907 +95%
BWP
36
Bernardo Wealth Planning
Pennsylvania
$5.67M +$1.04M +23,274 +23%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$5.41M +$436K +9,775 +9%
SCM
38
Seascape Capital Management
New Hampshire
$5.33M +$223K +5,003 +4%
DWP
39
Daymark Wealth Partners
Ohio
$5.18M +$6.74K +151 +0.1%
TGAM
40
TBH Global Asset Management
Tennessee
$4.99M +$3.04M +68,114 +165%
CSPAM
41
Cary Street Partners Asset Management
Virginia
$4.6M +$2M +44,864 +80%
KV
42
Kickstand Ventures
New York
$4.56M +$1.36M +30,453 +44%
AIA
43
Armor Investment Advisors
North Carolina
$4.34M -$85.5K -1,916 -2%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$4.31M +$2.55M +57,134 +153%
SDWMA
45
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.21M -$170K -3,811 -4%
Osaic Holdings
46
Osaic Holdings
Arizona
$3.96M +$1.63M +36,481 +72%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$3.76M +$1.81M +40,509 +97%
AWM
48
Axxcess Wealth Management
California
$3.71M +$2.47M +55,450 +215%
TWM
49
Tradition Wealth Management
Minnesota
$3.62M +$596K +13,359 +20%
PAG
50
Paladin Advisory Group
Iowa
$3.58M +$181K +4,058 +5%