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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
476
AssetMark Inc
California
$691 – – –
FGC
477
Financial Gravity Companies
Texas
$507 +$506 +11 New
DFA
478
DHJJ Financial Advisors
Illinois
$415 – – –
CAS
479
Coppell Advisory Solutions
Texas
$256 +$591K +12,845 New
OSAM
480
O'Shaughnessy Asset Management
Connecticut
$46 -$4.83K -105 -99%
OMC
481
Old Mission Capital
Illinois
– -$9.08M -197,058 Closed
VWM
482
VanWeelden Wealth Management
Ohio
– -$7.07M -153,545 Closed
PIWA
483
Prevail Innovative Wealth Advisors
Kansas
– -$2.72M -59,131 Closed
HWM
484
Heirloom Wealth Management
Colorado
– -$1.17M -25,352 Closed
CF
485
Convergence Financial
Missouri
– -$778K -16,937 Closed
HCM
486
Hicks Capital Management
Ohio
– -$713K -15,478 Closed
AWM
487
Activest Wealth Management
Florida
– -$496K -10,771 Closed
WWM
488
WJ Wealth Management
Arizona
– -$491K -10,650 Closed
Cerity Partners
489
Cerity Partners
New York
– -$299K -6,492 Closed
GSEP
490
Golden State Equity Partners
California
– -$274K -5,941 Closed
Northern Trust
491
Northern Trust
Illinois
– -$271K -5,882 Closed
WEG
492
World Equity Group
Illinois
– -$247K -5,371 Closed
CAM
493
Concorde Asset Management
Michigan
– -$231K -5,022 Closed
EIP
494
Ellis Investment Partners
Pennsylvania
– -$200K -4,346 Closed
LWMI
495
Legacy Wealth Management (Idaho)
Idaho
– -$140K -3,038 Closed
TPWA
496
Twin Peaks Wealth Advisors
California
– -$124K -2,702 Closed
UCB
497
United Community Bank
South Carolina
– -$102K -2,218 Closed
TCM
498
TD Capital Management
Tennessee
– -$99.3K -2,156 Closed
RWM
499
RMG Wealth Management
Wisconsin
– -$113K -2,026 Closed
HNW
500
High Note Wealth
Minnesota
– -$76.9K -1,669 Closed