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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Continuum Advisory
Idaho
$2.05M +$1.99M +43,420 +3,005%
Lido Advisors
102
Lido Advisors
California
$1.98M
HA
103
Herold Advisors
New York
$1.95M +$12.9K +281 +0.7%
Envestnet Portfolio Solutions
104
Envestnet Portfolio Solutions
Illinois
$1.87M +$187K +4,085 +11%
FCFC
105
First Citizens Financial Corp
Iowa
$1.84M -$19.5K -425 -1%
SPC
106
Sigma Planning Corp
Michigan
$1.82M +$57.6K +1,256 +3%
Renaissance Technologies
107
Renaissance Technologies
New York
$1.8M +$1.78M +38,900 New
PWM
108
Perigon Wealth Management
California
$1.76M +$258K +5,626 +17%
NFP
109
Narus Financial Partners
Utah
$1.75M +$630K +13,731 +57%
AWM
110
Axxcess Wealth Management
California
$1.71M -$366K -7,979 -18%
CW
111
CreativeOne Wealth
Kansas
$1.71M +$286K +6,224 +20%
MPWT
112
MassMutual Private Wealth & Trust
Connecticut
$1.7M -$47.1K -1,027 -3%
AWM
113
Altus Wealth Management
Kentucky
$1.65M +$285K +6,220 +21%
IWC
114
Integrated Wealth Concepts
Massachusetts
$1.64M -$7.07K -154 -0.4%
BI
115
Beckerman Institutional
New Jersey
$1.62M +$1.6M +34,907 New
SRC
116
Sage Rhino Capital
California
$1.59M -$58K -1,264 -4%
HAS
117
HBW Advisory Services
California
$1.58M -$137K -2,989 -8%
SA
118
Sanctuary Advisors
Indiana
$1.49M +$1.49M +32,511 New
ASN
119
Advisory Services Network
Georgia
$1.35M
EWA
120
Etesian Wealth Advisors
Oregon
$1.35M +$1.34M +29,140 New
LEA
121
Legacy Edge Advisors
New York
$1.27M +$286K +6,224 +29%
VAM
122
Vienna Asset Management
California
$1.24M +$504K +10,978 +69%
AFS
123
Annapolis Financial Services
Maryland
$1.24M +$283K +6,160 +30%
IAP
124
Indie Asset Partners
Indiana
$1.22M +$77.9K +1,699 +7%
RA
125
Rockingstone Advisors
Massachusetts
$1.19M -$55.7K -1,215 -5%