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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
101
SkyOak Wealth
Michigan
$7.85M +$639K +13,800 +9%
MA
102
Mutual Advisors
Nebraska
$7.78M +$265K +5,723 +4%
CL
103
Choreo LLC
Illinois
$7.68M +$7.39M +159,448 +2,878%
WCM
104
Winebrenner Capital Management
Kentucky
$7.62M +$2.88M +62,213 +61%
PGFG
105
Pine Grove Financial Group
Minnesota
$7.62M +$7.62M +164,527 New
MWM
106
MorganRosel Wealth Management
Colorado
$7.4M +$558K +12,054 +8%
EWA
107
Etesian Wealth Advisors
Oregon
$6.9M +$9.17K +198 +0.1%
BCP
108
Blue Chip Partners
Michigan
$6.81M +$97.8K +2,110 +1%
PIA
109
Pinion Investment Advisors
Kansas
$6.78M +$1.37M +29,538 +25%
LCP
110
Larch Capital Partners
Florida
$6.55M +$6.52M +140,799 New
LWM
111
Lionsbridge Wealth Management
Florida
$6.51M +$25.9K +560 +0.4%
LWA
112
LifeGoal Wealth Advisors
New York
$6.3M +$1.36M +29,275 +28%
NA
113
Nordwand Advisors
Pennsylvania
$6.08M – – –
EWM
114
EPG Wealth Management
Georgia
$5.86M +$536K +11,577 +10%
DC
115
Davenport & Co
Virginia
$5.71M +$637K +13,750 +13%
OC
116
Optima Capital
Oregon
$5.66M -$325K -7,016 -5%
AAG
117
Asset Advisory Group
New Jersey
$5.65M +$5.66M +122,134 New
SA
118
Sovran Advisors
California
$5.54M +$3.24M +69,944 +141%
KAS
119
Kestra Advisory Services
Texas
$5.48M +$393K +8,489 +8%
Creative Planning
120
Creative Planning
Kansas
$5.47M +$276K +5,947 +5%
KFG
121
Kelly Financial Group
Connecticut
$5.47M +$253K +5,456 +5%
KWM
122
Kingsview Wealth Management
Oregon
$5.44M +$787K +16,992 +17%
KWA
123
Kingswood Wealth Advisors
California
$5.41M +$485K +10,463 +10%
FFN
124
Focus Financial Network
Minnesota
$5.34M +$643K +13,890 +14%
RMF
125
Red Mountain Financial
Colorado
$5.31M +$186K +4,016 +4%