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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
51
Certified Advisory Corp
Florida
$21.8M +$1.75M +37,831 +9%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$21.3M +$8.91M +192,367 +71%
PCM
53
Pennsylvania Capital Management
Pennsylvania
$21.3M +$384K +8,297 +2%
LEA
54
Legacy Edge Advisors
New York
$20.5M +$9.76M +210,771 +90%
EWM
55
Echo Wealth Management
Minnesota
$20.3M +$1.11M +23,924 +6%
OCM
56
One Capital Management
California
$20M +$1.99M +42,962 +11%
VAS
57
Vestmark Advisory Solutions
Massachusetts
$20M -$5.19M -112,182 -21%
PAG
58
Private Advisor Group
New Jersey
$19.8M +$2.27M +48,983 +13%
AWM
59
Apollon Wealth Management
South Carolina
$19.2M +$18.9M +408,285 +5,514%
HAS
60
HBW Advisory Services
California
$18.9M +$11.1M +240,664 +142%
NS
61
Northland Securities
Minnesota
$18.8M -$401K -8,668 -2%
PWA
62
Peterson Wealth Advisors
Utah
$18.7M +$721K +15,582 +4%
Jones Financial Companies
63
Jones Financial Companies
Missouri
$18.5M +$6.87M +148,365 +58%
HI
64
Horizon Investments
North Carolina
$17.1M +$9.37M +202,313 +117%
MYIA
65
Mount Yale Investment Advisors
Colorado
$16.8M +$16.6M +357,690 +4,773%
IWC
66
Integrated Wealth Concepts
Massachusetts
$16.5M +$16.6M +358,756 New
PP
67
Pearl Planning
Michigan
$16.5M +$16.6M +358,146 New
MFG
68
Magnus Financial Group
New York
$16.5M +$1.05M +22,579 +7%
HighTower Advisors
69
HighTower Advisors
Illinois
$16.3M +$15.5M +334,947 +1,767%
GWM
70
Greenwich Wealth Management
Connecticut
$15.9M -$148K -3,205 -0.9%
TWM
71
Tradition Wealth Management
Minnesota
$15M +$1.44M +31,175 +11%
MFG
72
Merit Financial Group
Georgia
$15M +$669K +14,440 +5%
GWM
73
Geneos Wealth Management
Colorado
$14.9M -$614K -13,260 -4%
KAS
74
Kestra Advisory Services
Texas
$14.4M +$9.04M +195,290 +165%
BWP
75
Bernardo Wealth Planning
Pennsylvania
$14.2M +$560K +12,087 +4%