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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
101
Atlantic Private Wealth
North Carolina
$345K
NA
102
NewEdge Advisors
Louisiana
$316K +$14.7K +329 +5%
MAG
103
Mayfair Advisory Group
Alabama
$315K +$61.5K +1,374 +24%
MC
104
Matisse Capital
Oregon
$297K
AA
105
Argent Advisors
Louisiana
$280K
LFS
106
Legacy Financial Strategies
Kansas
$255K +$258K +5,769 New
SFS
107
Security Financial Services
Indiana
$254K +$256K +5,714 New
PWM
108
Prentice Wealth Management
New York
$251K -$5.62M -125,476 -96%
AWA
109
Arete Wealth Advisors
Illinois
$237K +$239K +5,339 New
GRP
110
Global Retirement Partners
California
$237K +$241K +5,391 New
SFM
111
Signet Financial Management
New Jersey
$221K +$11.3K +253 +5%
Stifel Financial
112
Stifel Financial
Missouri
$213K +$215K +4,807 New
KAS
113
Kestra Advisory Services
Texas
$213K +$215K +4,794 New
MWM
114
Mascoma Wealth Management
New Hampshire
$212K
PSCM
115
Per Stirling Capital Management
Texas
$209K +$211K +4,715 New
DADC
116
D.A. Davidson & Co
Montana
$204K +$3.94K +88 +2%
Comerica Bank
117
Comerica Bank
Texas
$204K +$206K +4,591 New
AF
118
Advisornet Financial
Minnesota
$175K +$177K +3,941 New
JWA
119
JFS Wealth Advisors
Pennsylvania
$167K
CT
120
Colonial Trust
South Carolina
$137K +$114K +2,543 +478%
LFA
121
LGT Financial Advisors
Texas
$94.6K -$17.1K -381 -15%
EWA
122
EverSource Wealth Advisors
Alabama
$38.9K +$358 +8 +0.9%
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$38K +$11.3K +253 +41%
SPIA
124
Steward Partners Investment Advisory
New York
$30.8K +$31.1K +694 New
IA
125
IFP Advisors
Florida
$29.3K