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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MC
101
McCarthy & Cox
Ohio
$5.59M +$602K +12,996 +12%
PIA
102
Pinion Investment Advisors
Kansas
$5.43M +$3.38M +72,971 +166%
Citadel Advisors
103
Citadel Advisors
Florida
$5.4M -$422K -9,119 -7%
EWM
104
EPG Wealth Management
Georgia
$5.34M +$3.07M +66,384 +137%
Creative Planning
105
Creative Planning
Kansas
$5.21M +$4.63M +100,100 +821%
KFG
106
Kelly Financial Group
Connecticut
$5.2M +$419K +9,047 +9%
RMF
107
Red Mountain Financial
Colorado
$5.14M +$82.8K +1,789 +2%
KAS
108
Kestra Advisory Services
Texas
$5.1M +$2.71M +58,457 +114%
DC
109
Davenport & Co
Virginia
$5.09M +$989K +21,354 +24%
BCI
110
Brinker Capital Investments
Pennsylvania
$5.03M +$29.8K +644 +0.6%
LWA
111
LifeGoal Wealth Advisors
New York
$4.94M +$335K +7,235 +7%
KWA
112
Kingswood Wealth Advisors
California
$4.94M +$3.56M +76,868 +261%
SAI
113
Savvy Advisors Inc
New York
$4.86M -$2.44M -52,761 -33%
WCM
114
Winebrenner Capital Management
Kentucky
$4.75M +$1.57M +33,908 +49%
KV
115
Kickstand Ventures
New York
$4.71M +$312K +6,746 +7%
EWA
116
Evolution Wealth Advisors
Florida
$4.69M -$65.5K -1,415 -1%
FFN
117
Focus Financial Network
Minnesota
$4.68M +$324K +7,002 +7%
KWM
118
Kingsview Wealth Management
Oregon
$4.67M -$9.35M -201,932 -67%
CA
119
Continuum Advisory
Idaho
$4.65M +$442K +9,541 +11%
MFG
120
Marmo Financial Group
Tennessee
$4.64M -$392K -8,468 -8%
SSC
121
Syverson Strege & Co
Iowa
$4.26M -$318K -6,869 -7%
KFSN
122
Keystone Financial Services (Nebraska)
Nebraska
$4.22M +$171K +3,702 +4%
FA
123
Fiduciary Alliance
South Carolina
$4.19M +$478K +10,321 +13%
ASN
124
Advisory Services Network
Georgia
$4.08M +$63.9K +1,381 +2%
PAG
125
Paladin Advisory Group
Iowa
$4.02M +$446K +9,634 +13%