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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCP
51
Blue Chip Partners
Michigan
$7.44M +$555K +12,113 +8%
NF
52
NavPoint Financial
Minnesota
$7.19M +$2.73M +59,565 +61%
LWM
53
Lionsbridge Wealth Management
Florida
$6.94M -$368K -8,023 -5%
SCM
54
Seascape Capital Management
New Hampshire
$6.73M +$267K +5,832 +4%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$6.73M +$704K +15,350 +12%
PFS
56
Prospera Financial Services
Texas
$6.64M +$3.01M +65,629 +82%
AIA
57
Armor Investment Advisors
North Carolina
$6.56M +$31.5K +688 +0.5%
BWM
58
BankPlus Wealth Management
Mississippi
$6.36M +$6.39M +139,308 New
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$6.31M +$449K +9,784 +8%
BIP
60
Blue Investment Partners
California
$6.03M +$6.06M +132,094 New
NA
61
Nordwand Advisors
Pennsylvania
$5.99M
Truist Financial
62
Truist Financial
North Carolina
$5.75M +$2.75M +59,964 +91%
BAG
63
Bridgewealth Advisory Group
California
$5.72M +$915K +19,958 +19%
SW
64
SkyOak Wealth
Michigan
$5.44M +$1.1M +23,949 +25%
ORC
65
O'Rourke & Company
Massachusetts
$5.44M +$2.2M +47,958 +67%
NA
66
NewEdge Advisors
Louisiana
$5.43M +$575K +12,537 +12%
MML Investors Services
67
MML Investors Services
Massachusetts
$5.38M +$439K +9,573 +9%
BOC
68
Blue Oak Capital
California
$4.92M +$4.92M +107,320 New
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$4.84M +$1.54M +33,686 +47%
PWM
70
Perigon Wealth Management
California
$4.64M +$2.9M +63,342 +167%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$4.58M +$2.06M +44,972 +81%
RMF
72
Red Mountain Financial
Colorado
$4.38M +$309K +6,744 +8%
MFG
73
Marmo Financial Group
Tennessee
$4.22M +$153K +3,328 +4%
ASN
74
Advisory Services Network
Georgia
$4.17M +$2.83M +61,644 +207%
FA
75
Fermata Advisors
California
$4.14M +$4.17M +90,850 New