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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
26
Capital Advisors Wealth Management
Washington
$24.9M +$875K +18,907 +4%
LWA
27
Lineweaver Wealth Advisors
Ohio
$24.6M +$1.27M +27,372 +5%
VWA
28
Visionary Wealth Advisors
Illinois
$24.6M +$5.35M +115,474 +28%
NW
29
NewEdge Wealth
Pennsylvania
$24.5M +$880K +19,014 +4%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$23.9M +$1.44M +31,139 +6%
EWM
31
Echo Wealth Management
Minnesota
$23.4M +$659K +14,228 +3%
Stifel Financial
32
Stifel Financial
Missouri
$23.2M +$2.92M +63,145 +14%
PS
33
Planned Solutions
California
$23.1M +$1.12M +24,129 +5%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$23M +$4.15M +89,543 +22%
LAMC
35
Longview Asset Management (California)
California
$22.1M +$940K +20,306 +4%
LPL Financial
36
LPL Financial
California
$22M -$972K -20,986 -4%
WF
37
Williams Financial
Vermont
$21.2M +$141K +3,039 +0.7%
PCM
38
Pennsylvania Capital Management
Pennsylvania
$20.1M +$1.52M +32,740 +8%
LPAM
39
Lodestar Private Asset Management
California
$19.7M +$4.02M +86,868 +26%
TFA
40
TPG Financial Advisors
Oregon
$19.5M +$699K +15,095 +4%
CAC
41
Certified Advisory Corp
Florida
$19.3M +$3.47M +74,924 +22%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$18.6M +$976K +21,085 +6%
NF
43
NavPoint Financial
Minnesota
$17M +$3.16M +68,349 +23%
SDWMA
44
Schneider Downs Wealth Management Advisors
Pennsylvania
$17M +$1.53M +33,123 +10%
MYIA
45
Mount Yale Investment Advisors
Colorado
$16.6M +$2.18M +47,134 +15%
DADC
46
D.A. Davidson & Co
Montana
$16.5M +$11.6M +249,876 +236%
AIA
47
Armor Investment Advisors
North Carolina
$16.2M +$8.77M +189,389 +118%
PAG
48
Private Advisor Group
New Jersey
$15.7M +$2.03M +43,851 +15%
FWM
49
Fortress Wealth Management
California
$15.7M -$186K -4,021 -1%
MFG
50
Magnus Financial Group
New York
$15.3M +$398K +8,601 +3%