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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
51
Schneider Downs Wealth Management Advisors
Pennsylvania
$19.1M +$2.15M +46,361 +13%
OCM
52
One Capital Management
California
$18.2M +$5.35M +115,585 +42%
PWA
53
Peterson Wealth Advisors
Utah
$18.1M +$14.3M +308,876 +378%
PAG
54
Private Advisor Group
New Jersey
$17.6M +$1.96M +42,211 +12%
EWS
55
Evergreen Wealth Solutions
Pennsylvania
$16.7M +$14.9M +321,379 +826%
FFA
56
Farther Finance Advisors
California
$16.6M +$15.7M +338,620 +1,656%
GWM
57
Greenwich Wealth Management
Connecticut
$16.2M +$3.12M +67,368 +24%
AIA
58
Armor Investment Advisors
North Carolina
$16.2M -$45.5K -983 -0.3%
GWM
59
Geneos Wealth Management
Colorado
$15.6M +$1.55M +33,518 +11%
MFG
60
Magnus Financial Group
New York
$15.5M +$318K +6,861 +2%
MFG
61
Merit Financial Group
Georgia
$14.4M +$14.4M +311,542 New
AWA
62
Arkadios Wealth Advisors
Georgia
$13.9M +$2.23M +48,173 +19%
SMC
63
Smith, Moore & Co
Missouri
$13.9M +$285K +6,147 +2%
BWP
64
Bernardo Wealth Planning
Pennsylvania
$13.7M +$490K +10,569 +4%
TWM
65
Tradition Wealth Management
Minnesota
$13.7M +$1.42M +30,720 +12%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$13.3M +$1.69M +36,484 +15%
FWM
67
FMA Wealth Management
Massachusetts
$12.6M +$59.4K +1,283 +0.5%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$12.5M +$3.18M +68,666 +34%
AFA
69
American Financial Advisors
Georgia
$12M +$134K +2,883 +1%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$11.9M +$4.13M +89,095 +53%
KF
71
Krilogy Financial
Missouri
$11.4M +$4.04M +87,189 +55%
PWM
72
Perigon Wealth Management
California
$11.3M +$941K +20,308 +9%
LEA
73
Legacy Edge Advisors
New York
$10.8M +$10.8M +233,624 New
RWPA
74
Richard W. Paul & Associates
Michigan
$10.4M +$811K +17,516 +8%
BAG
75
Bridgewealth Advisory Group
California
$9.97M +$3.81M +82,327 +62%