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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$33.8M +$8.44M +182,265 +33%
LPL Financial
27
LPL Financial
California
$33.2M +$3.18M +68,651 +11%
CA
28
Cornerstone Advisory
Maryland
$31.7M +$2.58M +55,746 +9%
CAWM
29
Capital Advisors Wealth Management
Washington
$30.3M +$381K +8,225 +1%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$29.4M +$2.8M +60,408 +10%
LPAM
31
Lodestar Private Asset Management
California
$27.7M +$3.73M +80,635 +15%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$27.4M +$2.89M +62,426 +12%
LWA
33
Lineweaver Wealth Advisors
Ohio
$26.9M +$1.6M +34,637 +6%
EWS
34
Evergreen Wealth Solutions
Pennsylvania
$26.6M +$10M +216,928 +60%
SCA
35
Scott Capital Advisors
Oregon
$26.4M +$814K +17,583 +3%
NW
36
NewEdge Wealth
Pennsylvania
$26.1M +$1.51M +32,638 +6%
Stifel Financial
37
Stifel Financial
Missouri
$25.6M +$866K +18,712 +3%
CWS
38
Confluence Wealth Services
Pennsylvania
$25.6M +$4.53M +97,788 +21%
DADC
39
D.A. Davidson & Co
Montana
$25.4M +$1.92M +41,504 +8%
AIA
40
Armor Investment Advisors
North Carolina
$25M +$8.99M +194,198 +56%
RCA
41
Resonant Capital Advisors
Wisconsin
$25M +$25.1M +542,367 New
PS
42
Planned Solutions
California
$24.6M +$628K +13,568 +3%
LAMC
43
Longview Asset Management (California)
California
$24M +$397K +8,579 +2%
TNA
44
True North Advisors
Texas
$23.9M +$24.1M +519,605 New
TFA
45
TPG Financial Advisors
Oregon
$23.9M +$998K +21,552 +4%
VWA
46
Visionary Wealth Advisors
Illinois
$23.4M -$2.52M -54,364 -10%
NF
47
NavPoint Financial
Minnesota
$23M +$1.77M +38,124 +8%
GVAG
48
Great Valley Advisor Group
Delaware
$22.2M +$1.28M +27,663 +6%
SDWMA
49
Schneider Downs Wealth Management Advisors
Pennsylvania
$21.8M +$2.84M +61,420 +15%
EPA
50
Element Pointe Advisors
Florida
$21.8M +$449K +9,699 +2%