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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPA
51
Element Pointe Advisors
Florida
$14.8M +$14.8M +318,624 New
GWM
52
Geneos Wealth Management
Colorado
$14.1M +$2.79M +60,238 +25%
OPPS
53
Obsidian Personal Planning Solutions
Maryland
$13.9M +$508K +10,962 +4%
SMC
54
Smith, Moore & Co
Missouri
$13.6M +$433K +9,354 +3%
BWP
55
Bernardo Wealth Planning
Pennsylvania
$13.3M +$3.06M +66,039 +30%
GWM
56
Greenwich Wealth Management
Connecticut
$13.1M +$7.16M +154,595 +121%
OCM
57
One Capital Management
California
$12.8M +$12.5M +270,527 +4,512%
FWM
58
FMA Wealth Management
Massachusetts
$12.6M +$419K +9,044 +3%
TWM
59
Tradition Wealth Management
Minnesota
$12.3M +$865K +18,685 +8%
AFA
60
American Financial Advisors
Georgia
$11.9M +$11.1M +240,440 +1,427%
AWA
61
Arkadios Wealth Advisors
Georgia
$11.7M +$9.11M +196,751 +358%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$11.6M +$1.97M +42,616 +20%
DWP
63
Daymark Wealth Partners
Ohio
$11.6M +$847K +18,302 +8%
IWC
64
Integrated Wealth Concepts
Massachusetts
$10.9M +$8.8M +190,069 +425%
JSW
65
Journey Strategic Wealth
New Jersey
$10.6M +$657K +14,184 +7%
NA
66
NewEdge Advisors
Louisiana
$10.4M +$3.45M +74,450 +50%
PWM
67
Perigon Wealth Management
California
$10.4M +$2.22M +47,986 +27%
RWPA
68
Richard W. Paul & Associates
Michigan
$9.65M +$390K +8,429 +4%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$9.37M +$4.02M +86,932 +76%
RHP
70
Royal Harbor Partners
Texas
$8.72M -$73.4K -1,586 -0.8%
MG
71
Mather Group
Illinois
$8.46M +$272K +5,879 +3%
WC
72
Waterloo Capital
Texas
$8.39M +$504K +10,885 +6%
PF
73
Penney Financial
Texas
$8.31M +$394K +8,502 +5%
FMP
74
Financial Management Professionals
Texas
$8.18M -$254K -5,479 -3%
SCM
75
Seascape Capital Management
New Hampshire
$8.07M -$39.6K -856 -0.5%