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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
51
Burt Wealth Advisors
Maryland
$815K -$71.1K -1,560 -8%
VWA
52
Visionary Wealth Advisors
Illinois
$785K +$536K +11,761 +218%
TGAM
53
TBH Global Asset Management
Tennessee
$698K +$695K +15,255 New
JWBC
54
John W. Brooker & Co
California
$689K +$103K +2,260 +18%
MG
55
Mather Group
Illinois
$653K +$49K +1,074 +8%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$597K -$74.8K -1,642 -11%
SOS
57
Silver Oak Securities
Tennessee
$560K +$139K +3,053 +33%
BMCM
58
Burns Matteson Capital Management
New York
$531K +$45.2K +992 +9%
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$511K -$394K -8,651 -44%
SIG
60
Sargent Investment Group
Maryland
$446K -$2.28K -50 -0.5%
FH
61
FWG Holdings
Florida
$429K +$428K +9,379 New
FWA
62
FSM Wealth Advisors
Ohio
$423K +$101K +2,225 +32%
MWM
63
MorganRosel Wealth Management
Colorado
$423K +$421K +9,231 New
Bank of America
64
Bank of America
North Carolina
$381K +$379K +8,313 New
MC
65
Matisse Capital
Oregon
$307K +$305K +6,700 New
WWM
66
WT Wealth Management
Arizona
$304K
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$257K
MAG
68
Mayfair Advisory Group
Alabama
$243K +$243K +5,323 New
DWP
69
Daymark Wealth Partners
Ohio
$240K +$239K +5,250 New
MWM
70
Mascoma Wealth Management
New Hampshire
$231K -$17.1K -375 -7%
CFG
71
Cooper Financial Group
California
$229K +$228K +5,000 New
AAS
72
Avantax Advisory Services
Texas
$219K +$218K +4,774 New
DADC
73
D.A. Davidson & Co
Montana
$210K +$209K +4,586 New
SFM
74
Signet Financial Management
New Jersey
$209K -$23.8K -523 -10%
JWA
75
JFS Wealth Advisors
Pennsylvania
$165K +$4.56K +100 +3%