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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
76
Financial Advocates Investment Management
Washington
$516K +$519K +11,407 New
CFG
77
Cooper Financial Group
California
$476K +$252K +5,525 +111%
CAC
78
Certified Advisory Corp
Florida
$471K +$474K +10,418 New
GM
79
GeoWealth Management
Illinois
$469K +$473K +10,379 New
FH
80
FWG Holdings
Florida
$433K +$12.3K +270 +3%
FWA
81
FSM Wealth Advisors
Ohio
$417K +$1.05K +23 +0.2%
SIG
82
Sargent Investment Group
Maryland
$406K -$35.6K -781 -8%
AWAP
83
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$369K +$372K +8,170 New
APW
84
Atlantic Private Wealth
North Carolina
$351K +$354K +7,773 New
Truist Financial
85
Truist Financial
North Carolina
$328K +$330K +7,259 New
MML Investors Services
86
MML Investors Services
Massachusetts
$322K -$800K -17,577 -71%
TCM
87
Triumph Capital Management
Colorado
$314K +$316K +6,950 New
NA
88
NewEdge Advisors
Louisiana
$307K +$309K +6,792 New
MC
89
Matisse Capital
Oregon
$303K
FFA
90
Farther Finance Advisors
California
$288K +$153K +3,352 +111%
AA
91
Argent Advisors
Louisiana
$285K +$288K +6,316 New
WF
92
Wayfinding Financial
Washington
$274K +$277K +6,078 New
MAG
93
Mayfair Advisory Group
Alabama
$257K +$19.6K +430 +8%
CAN
94
Cetera Advisor Networks
California
$225K +$226K +4,967 New
MWM
95
Mascoma Wealth Management
New Hampshire
$215K -$10.9K -240 -5%
SFM
96
Signet Financial Management
New Jersey
$214K +$7.69K +169 +4%
DADC
97
D.A. Davidson & Co
Montana
$204K -$3.64K -80 -2%
BCP
98
Blue Chip Partners
Michigan
$200K +$202K +4,431 New
JWA
99
JFS Wealth Advisors
Pennsylvania
$170K +$6.83K +150 +4%
LFA
100
LGT Financial Advisors
Texas
$113K +$73.6K +1,616 +181%