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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.49M +$108K +2,370 +8%
SRC
52
Sage Rhino Capital
California
$1.46M -$49.1K -1,078 -3%
MG
53
Mather Group
Illinois
$1.36M +$717K +15,759 +111%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$1.19M +$601K +13,193 +101%
CW
55
CreativeOne Wealth
Kansas
$1.16M +$1.17M +25,645 New
IC
56
IEQ Capital
California
$1.13M
MPWT
57
MassMutual Private Wealth & Trust
Connecticut
$1.06M +$564K +12,396 +111%
AA
58
Advisory Alpha
Michigan
$1.04M +$1.05M +23,014 New
SWM
59
Spire Wealth Management
Virginia
$936K +$943K +20,704 New
CWM
60
Centurion Wealth Management
Virginia
$934K +$940K +20,653 New
WWM
61
Western Wealth Management
Colorado
$920K +$22.8K +501 +3%
GCM
62
Gallacher Capital Management
Colorado
$896K -$7.06K -155 -0.8%
FCFC
63
First Citizens Financial Corp
Iowa
$880K +$886K +19,458 New
SOS
64
Silver Oak Securities
Tennessee
$861K +$310K +6,808 +56%
CA
65
Cornerstone Advisory
Maryland
$835K -$128K -2,802 -13%
BWA
66
Burt Wealth Advisors
Maryland
$787K -$18.2K -400 -2%
JWBC
67
John W. Brooker & Co
California
$778K +$101K +2,210 +15%
TGAM
68
TBH Global Asset Management
Tennessee
$762K +$73K +1,603 +11%
P
69
Palladiem
Pennsylvania
$737K -$341K -7,490 -31%
OMC
70
Old Mission Capital
Illinois
$693K +$698K +15,330 New
AWM
71
Axxcess Wealth Management
California
$554K +$558K +12,250 New
AWM
72
AE Wealth Management
Kansas
$553K +$557K +12,241 New
RWPA
73
Richard W. Paul & Associates
Michigan
$543K +$547K +12,021 New
MWM
74
MorganRosel Wealth Management
Colorado
$538K +$122K +2,676 +29%
BMCM
75
Burns Matteson Capital Management
New York
$524K