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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Scott Capital Advisors
Oregon
$16.8M +$952K +20,768 +6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$15.9M +$5.79M +126,288 +57%
CAC
28
Certified Advisory Corp
Florida
$15.2M +$1.42M +30,906 +10%
SMC
29
Smith, Moore & Co
Missouri
$14.6M +$1.43M +31,266 +11%
LWA
30
Lineweaver Wealth Advisors
Ohio
$14.2M +$14.3M +310,935 New
NW
31
NewEdge Wealth
Pennsylvania
$14M +$257K +5,599 +2%
MYIA
32
Mount Yale Investment Advisors
Colorado
$14M +$1.02M +22,226 +8%
MFG
33
Magnus Financial Group
New York
$13.7M +$682K +14,871 +5%
JSW
34
Journey Strategic Wealth
New Jersey
$13.4M +$1.64M +35,692 +14%
FWM
35
Fortress Wealth Management
California
$12.7M +$1.34M +29,273 +12%
PAG
36
Private Advisor Group
New Jersey
$11.3M +$1.65M +35,968 +17%
VWA
37
Visionary Wealth Advisors
Illinois
$11.3M +$113K +2,467 +1%
FWM
38
FMA Wealth Management
Massachusetts
$11.2M +$141K +3,071 +1%
FFN
39
Focus Financial Network
Minnesota
$11.2M -$1.67M -36,467 -13%
DWP
40
Daymark Wealth Partners
Ohio
$10.4M -$650K -14,171 -6%
LPAM
41
Lodestar Private Asset Management
California
$10.1M +$1.32M +28,825 +15%
IPA
42
Investment Planning Advisors
Georgia
$10M +$4.49M +97,886 +80%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$9.5M +$509K +11,093 +6%
BWP
44
Bernardo Wealth Planning
Pennsylvania
$9.16M +$666K +14,523 +8%
FMP
45
Financial Management Professionals
Texas
$9M -$242K -5,282 -3%
RWPA
46
Richard W. Paul & Associates
Michigan
$8.92M +$260K +5,665 +3%
SDWMA
47
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.2M +$1.5M +32,741 +22%
RHP
48
Royal Harbor Partners
Texas
$8.08M +$304K +6,631 +4%
MG
49
Mather Group
Illinois
$7.83M +$23.3K +509 +0.3%
AWS
50
Atria Wealth Solutions
New York
$7.64M +$4.86M +105,892 +172%