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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PD
76
Planning Directions
Pennsylvania
$15.4M +$4.83M +104,911 +46%
FFA
77
Farther Finance Advisors
California
$15.2M +$3M +65,197 +25%
CTA
78
Clear Trail Advisors
Texas
$15.2M +$1.44M +31,232 +10%
PAS
79
Park Avenue Securities
New York
$14.9M +$1.25M +27,111 +9%
SMC
80
Smith, Moore & Co
Missouri
$14.8M +$649K +14,106 +5%
BWA
81
Beam Wealth Advisors
Louisiana
$14.3M +$6.24M +135,550 +78%
HAC
82
Harbor Advisory Corp
New Hampshire
$14.2M +$2.15M +46,770 +18%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$14.1M +$2.55M +55,377 +22%
AWA
84
Arkadios Wealth Advisors
Georgia
$13.9M -$41.5M -900,998 -75%
ORC
85
O'Rourke & Company
Massachusetts
$13.2M +$2.09M +45,325 +19%
AFA
86
American Financial Advisors
Georgia
$13.2M +$1.17M +25,352 +10%
FWM
87
FMA Wealth Management
Massachusetts
$12.5M -$138K -2,993 -1%
FA
88
Fagan Associates
New York
$12.5M +$1.19M +25,920 +11%
NA
89
NewEdge Advisors
Louisiana
$12.3M +$6.26K +136 +0.1%
BAG
90
Bridgewealth Advisory Group
California
$12.2M +$891K +19,365 +8%
KF
91
Krilogy Financial
Missouri
$11.5M -$399K -8,672 -3%
RWPA
92
Richard W. Paul & Associates
Michigan
$11.4M +$603K +13,109 +6%
AAA
93
Andrews Advisory Associates
Hawaii
$10.7M +$609K +13,237 +6%
WCM
94
Winebrenner Capital Management
Kentucky
$10.7M +$488K +10,614 +5%
GWM
95
Geneos Wealth Management
Colorado
$10.6M -$4.37M -94,915 -29%
FF
96
Financial Futures
New Jersey
$10.3M +$621K +13,487 +6%
LFG
97
Leverty Financial Group
Wisconsin
$10.3M +$10.3M +224,324 New
MML Investors Services
98
MML Investors Services
Massachusetts
$10.3M +$2.44M +52,961 +31%
SHFG
99
S Harris Financial Group
Texas
$10.1M +$794K +17,260 +9%
PF
100
Penney Financial
Texas
$9.76M +$155K +3,359 +2%