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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
26
Lineweaver Wealth Advisors
Ohio
$23.3M +$1.58M +34,481 +7%
LPL Financial
27
LPL Financial
California
$23M +$21M +459,432 +1,268%
EWM
28
Echo Wealth Management
Minnesota
$22.7M +$705K +15,384 +3%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$22.4M +$2.39M +52,164 +12%
PS
30
Planned Solutions
California
$21.9M -$113K -2,462 -0.5%
LAMC
31
Longview Asset Management (California)
California
$21.1M +$194K +4,239 +0.9%
WF
32
Williams Financial
Vermont
$21M +$2.51M +54,707 +14%
Stifel Financial
33
Stifel Financial
Missouri
$20.3M +$14.2M +309,451 +242%
VWA
34
Visionary Wealth Advisors
Illinois
$19.2M +$3.06M +66,748 +19%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$18.8M +$8.43M +183,957 +83%
TFA
36
TPG Financial Advisors
Oregon
$18.8M -$763K -16,648 -4%
PCM
37
Pennsylvania Capital Management
Pennsylvania
$18.6M +$256K +5,594 +1%
SCA
38
Scott Capital Advisors
Oregon
$18.1M +$730K +15,926 +4%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$17.6M +$3.14M +68,562 +22%
Truist Financial
40
Truist Financial
North Carolina
$17M +$7.06M +154,142 +72%
FWM
41
Fortress Wealth Management
California
$15.8M +$1.05M +22,846 +7%
CAC
42
Certified Advisory Corp
Florida
$15.8M +$685K +14,945 +5%
LPAM
43
Lodestar Private Asset Management
California
$15.7M +$3.18M +69,360 +26%
SDWMA
44
Schneider Downs Wealth Management Advisors
Pennsylvania
$15.4M +$4.34M +94,771 +40%
MFG
45
Magnus Financial Group
New York
$14.8M +$632K +13,796 +5%
MYIA
46
Mount Yale Investment Advisors
Colorado
$14.4M -$495K -10,803 -3%
KWM
47
Kingsview Wealth Management
Oregon
$14M +$2.6M +56,760 +23%
NF
48
NavPoint Financial
Minnesota
$13.8M +$3.76M +82,093 +38%
PAG
49
Private Advisor Group
New Jersey
$13.7M +$1.23M +26,797 +10%
OPPS
50
Obsidian Personal Planning Solutions
Maryland
$13.3M +$404K +8,826 +3%