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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMC
51
Smith, Moore & Co
Missouri
$13.2M -$264K -5,772 -2%
FWM
52
FMA Wealth Management
Massachusetts
$12.1M +$688K +15,006 +6%
TWM
53
Tradition Wealth Management
Minnesota
$11.4M +$3.67M +80,093 +48%
GWM
54
Geneos Wealth Management
Colorado
$11.3M +$6.67M +145,523 +148%
DWP
55
Daymark Wealth Partners
Ohio
$10.7M -$3.32M -72,535 -24%
BIP
56
Blue Investment Partners
California
$10.3M +$2.51M +54,844 +33%
BWP
57
Bernardo Wealth Planning
Pennsylvania
$10.2M +$509K +11,113 +5%
JSW
58
Journey Strategic Wealth
New Jersey
$9.97M +$1.86M +40,523 +23%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$9.59M +$9.99K +218 +0.1%
RWPA
60
Richard W. Paul & Associates
Michigan
$9.24M +$164K +3,590 +2%
RHP
61
Royal Harbor Partners
Texas
$8.78M +$149K +3,250 +2%
FMP
62
Financial Management Professionals
Texas
$8.42M -$441K -9,618 -5%
MG
63
Mather Group
Illinois
$8.17M -$21.4K -468 -0.3%
PWM
64
Perigon Wealth Management
California
$8.11M +$831K +18,147 +12%
SCM
65
Seascape Capital Management
New Hampshire
$8.09M +$534K +11,654 +7%
AA
66
Alpha Advisors
Virginia
$7.98M +$1.24M +27,102 +19%
PF
67
Penney Financial
Texas
$7.9M +$7.52M +164,030 +2,518%
WC
68
Waterloo Capital
Texas
$7.87M -$100K -2,182 -1%
MML Investors Services
69
MML Investors Services
Massachusetts
$7.67M -$43.8K -956 -0.6%
AIA
70
Armor Investment Advisors
North Carolina
$7.43M +$502K +10,960 +7%
SAI
71
Savvy Advisors Inc
New York
$7.3M +$7.22M +157,552 New
PFS
72
Prospera Financial Services
Texas
$7.19M +$68.1K +1,487 +1%
MA
73
Mutual Advisors
Nebraska
$7.19M +$1.33M +29,082 +23%
BWM
74
BankPlus Wealth Management
Mississippi
$7.11M +$272K +5,945 +4%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$6.99M +$748K +16,334 +12%