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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
26
Capital Advisors Wealth Management
Washington
$30M +$5.22M +112,666 +21%
CA
27
Cornerstone Advisory
Maryland
$29.3M +$1.63M +35,286 +6%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$26.7M +$8.12M +175,370 +44%
VWA
29
Visionary Wealth Advisors
Illinois
$26M +$1.48M +32,018 +6%
SCA
30
Scott Capital Advisors
Oregon
$25.7M -$36.1K -779 -0.1%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$25.5M +$2.59M +56,005 +11%
LWA
32
Lineweaver Wealth Advisors
Ohio
$25.5M +$932K +20,107 +4%
VAS
33
Vestmark Advisory Solutions
Massachusetts
$25.3M -$4.99M -107,605 -16%
Stifel Financial
34
Stifel Financial
Missouri
$24.9M +$1.7M +36,602 +7%
NW
35
NewEdge Wealth
Pennsylvania
$24.7M +$153K +3,303 +0.6%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$24.7M +$870K +18,769 +4%
LPAM
37
Lodestar Private Asset Management
California
$24.1M +$4.43M +95,630 +22%
PS
38
Planned Solutions
California
$24M +$1.01M +21,833 +4%
LAMC
39
Longview Asset Management (California)
California
$23.7M +$1.68M +36,213 +8%
DADC
40
D.A. Davidson & Co
Montana
$23.6M +$7.17M +154,678 +43%
TFA
41
TPG Financial Advisors
Oregon
$23M +$3.58M +77,352 +18%
EPA
42
Element Pointe Advisors
Florida
$21.4M +$6.7M +144,577 +45%
NF
43
NavPoint Financial
Minnesota
$21.3M +$4.41M +95,235 +26%
CWS
44
Confluence Wealth Services
Pennsylvania
$21.2M +$20.4M +440,072 +2,447%
GVAG
45
Great Valley Advisor Group
Delaware
$21.1M +$20.1M +433,451 +2,033%
PCM
46
Pennsylvania Capital Management
Pennsylvania
$21M +$890K +19,208 +4%
VWM
47
Vigilare Wealth Management
Arizona
$20.7M +$20.8M +447,971 New
CAC
48
Certified Advisory Corp
Florida
$20.1M +$838K +18,090 +4%
EWM
49
Echo Wealth Management
Minnesota
$19.3M -$4.01M -86,503 -17%
NS
50
Northland Securities
Minnesota
$19.3M +$19.3M +416,007 New