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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
101
Richard W. Paul & Associates
Michigan
$881K +$194K +4,274 +28%
BAM
102
Belpointe Asset Management
Nevada
$870K +$867K +19,092 New
FCA
103
Fortis Capital Advisors
Kansas
$870K +$867K +19,092 New
AWS
104
Atria Wealth Solutions
New York
$794K -$454 -10 -0.1%
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$792K +$124K +2,731 +19%
MFG
106
Menard Financial Group
Texas
$761K +$759K +16,707 New
SOS
107
Silver Oak Securities
Tennessee
$751K -$291K -6,395 -28%
TC
108
TownSquare Capital
Utah
$730K +$728K +16,016 New
VCM
109
Virtue Capital Management
Tennessee
$711K -$2.07M -45,571 -74%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$701K -$57.2K -1,260 -8%
NFP
111
Narus Financial Partners
Utah
$692K +$249K +5,472 +56%
PWM
112
Perigon Wealth Management
California
$679K +$182K +3,996 +37%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$628K +$77K +1,695 +14%
IAP
114
Indie Asset Partners
Indiana
$627K +$420K +9,252 +206%
FFA
115
Farther Finance Advisors
California
$600K +$135K +2,977 +29%
WCFA
116
Walkner Condon Financial Advisors
Wisconsin
$564K +$562K +12,370 New
KAS
117
Kestra Advisory Services
Texas
$545K +$201K +4,424 +59%
IAIM
118
International Assets Investment Management
Florida
$542K -$41.3K -910 -7%
LSPW
119
Lake Street Private Wealth
Illinois
$532K -$2.95K -65 -0.6%
MAG
120
Mayfair Advisory Group
Alabama
$524K +$56.1K +1,234 +12%
FWA
121
FSM Wealth Advisors
Ohio
$498K +$1.27K +28 +0.3%
GM
122
GeoWealth Management
Illinois
$486K -$189K -4,150 -28%
ICG
123
InterOcean Capital Group
Tennessee
$476K +$474K +10,440 New
FH
124
FWG Holdings
Florida
$472K +$10.4K +228 +2%
WF
125
Wayfinding Financial
Washington
$452K +$65.1K +1,433 +17%