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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMC
76
Smith, Moore & Co
Missouri
$14.2M +$363K +7,841 +3%
CTA
77
Clear Trail Advisors
Texas
$13.7M +$13.8M +297,772 New
PAS
78
Park Avenue Securities
New York
$13.6M +$12.6M +271,484 +1,115%
FWM
79
FMA Wealth Management
Massachusetts
$12.7M +$128K +2,756 +1%
NA
80
NewEdge Advisors
Louisiana
$12.3M +$2.52M +54,424 +26%
PIA
81
Pinion Investment Advisors
Kansas
$12.1M +$5.41M +116,771 +80%
FFA
82
Farther Finance Advisors
California
$12.1M -$4.4M -95,103 -26%
HAC
83
Harbor Advisory Corp
New Hampshire
$12.1M +$12.2M +262,618 New
AFA
84
American Financial Advisors
Georgia
$12M +$51.6K +1,115 +0.4%
PWM
85
Perigon Wealth Management
California
$11.9M +$733K +15,829 +7%
KF
86
Krilogy Financial
Missouri
$11.9M +$583K +12,601 +5%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$11.6M +$2.58M +55,643 +29%
FA
88
Fagan Associates
New York
$11.3M +$11M +238,465 +3,067%
BAG
89
Bridgewealth Advisory Group
California
$11.3M +$1.41M +30,440 +14%
CL
90
Choreo LLC
Illinois
$11.1M +$3.56M +76,855 +47%
ORC
91
O'Rourke & Company
Massachusetts
$11.1M +$2.2M +47,488 +24%
WC
92
Waterloo Capital
Texas
$11M +$2.53M +54,618 +29%
RWPA
93
Richard W. Paul & Associates
Michigan
$10.8M +$435K +9,400 +4%
PD
94
Planning Directions
Pennsylvania
$10.6M +$10.6M +229,934 New
WCM
95
Winebrenner Capital Management
Kentucky
$10.2M +$2.6M +56,140 +34%
AAA
96
Andrews Advisory Associates
Hawaii
$10.1M +$1.92M +41,375 +23%
FF
97
Financial Futures
New Jersey
$9.73M +$836K +18,052 +9%
PF
98
Penney Financial
Texas
$9.61M +$337K +7,283 +4%
RHP
99
Royal Harbor Partners
Texas
$9.44M +$549K +11,862 +6%
SHFG
100
S Harris Financial Group
Texas
$9.32M +$464K +10,016 +5%