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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
76
Peapack-Gladstone Financial Corp
New Jersey
$6.14M +$6.12M +133,331 New
NA
77
NewEdge Advisors
Louisiana
$6.07M +$586K +12,769 +11%
NA
78
Nordwand Advisors
Pennsylvania
$6.05M
Stifel Financial
79
Stifel Financial
Missouri
$5.9M +$4.76M +103,745 +427%
MA
80
Mutual Advisors
Nebraska
$5.81M +$2.25M +49,061 +63%
BOC
81
Blue Oak Capital
California
$5.8M +$854K +18,611 +17%
MFG
82
Marmo Financial Group
Tennessee
$4.99M +$724K +15,788 +17%
MWM
83
MorganRosel Wealth Management
Colorado
$4.79M +$2.1M +45,664 +78%
RMF
84
Red Mountain Financial
Colorado
$4.7M +$275K +5,986 +6%
AWM
85
Axxcess Wealth Management
California
$4.68M +$3.12M +68,071 +203%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$4.61M +$1.93M +42,063 +73%
KFG
87
Kelly Financial Group
Connecticut
$4.53M +$4.51M +98,337 New
GWM
88
Geneos Wealth Management
Colorado
$4.53M +$1.32M +28,855 +42%
LWA
89
LifeGoal Wealth Advisors
New York
$4.5M +$751K +16,373 +20%
KV
90
Kickstand Ventures
New York
$4.32M +$402K +8,752 +10%
SSC
91
Syverson Strege & Co
Iowa
$4.26M +$114K +2,486 +3%
DADC
92
D.A. Davidson & Co
Montana
$4.1M +$2.76M +60,160 +209%
EWA
93
Evolution Wealth Advisors
Florida
$4.03M +$1.21M +26,335 +43%
OC
94
Optima Capital
Oregon
$3.97M +$1.86M +40,453 +88%
ASN
95
Advisory Services Network
Georgia
$3.93M -$283K -6,163 -7%
MWA
96
MN Wealth Advisors
Kansas
$3.79M +$508K +11,081 +16%
SWA
97
Strategies Wealth Advisors
Michigan
$3.79M -$114K -2,494 -3%
KFSN
98
Keystone Financial Services (Nebraska)
Nebraska
$3.77M +$129K +2,813 +4%
MWG
99
Martin Worley Group
Utah
$3.64M +$595K +12,959 +20%
PAG
100
Paladin Advisory Group
Iowa
$3.6M -$51.7K -1,127 -1%