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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
BankPlus Wealth Management
Mississippi
$9.26M +$1.04M +22,396 +13%
OMC
102
Old Mission Capital
Illinois
$9.08M +$9.12M +197,058 New
JSW
103
Journey Strategic Wealth
New Jersey
$8.99M +$131K +2,824 +1%
FFS
104
Founders Financial Securities
Maryland
$8.75M +$782K +16,893 +10%
NEWAS
105
N.E.W. Advisory Services
Wisconsin
$8.7M +$8.52M +184,026 +3,778%
SW
106
SkyOak Wealth
Michigan
$8.67M +$867K +18,727 +11%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$8.62M -$4.6M -99,369 -35%
AWM
108
Axxcess Wealth Management
California
$8.58M +$752K +16,250 +10%
MG
109
Mather Group
Illinois
$8.47M +$177K +3,832 +2%
MOS
110
MGO One Seven
Ohio
$8.38M +$4.61M +99,475 +121%
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$8.3M -$779K -16,818 -9%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$8.09M +$160K +3,452 +2%
DC
113
Davenport & Co
Virginia
$8.05M +$2.38M +51,355 +42%
BWA
114
Beam Wealth Advisors
Louisiana
$8.01M +$8.05M +173,934 New
SCM
115
Seascape Capital Management
New Hampshire
$7.97M +$89.3K +1,928 +1%
MA
116
Mutual Advisors
Nebraska
$7.88M +$129K +2,786 +2%
MML Investors Services
117
MML Investors Services
Massachusetts
$7.82M -$682K -14,732 -8%
FMP
118
Financial Management Professionals
Texas
$7.77M -$130K -2,800 -2%
DWP
119
Daymark Wealth Partners
Ohio
$7.63M -$1.59M -34,406 -17%
VWM
120
VanWeelden Wealth Management
Ohio
$7.07M +$7.11M +153,545 New
EWA
121
Etesian Wealth Advisors
Oregon
$6.97M +$108K +2,342 +2%
BCP
122
Blue Chip Partners
Michigan
$6.8M +$22.9K +494 +0.3%
LCP
123
Larch Capital Partners
Florida
$6.7M +$213K +4,601 +3%
LWM
124
Lionsbridge Wealth Management
Florida
$6.6M +$124K +2,677 +2%
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$6.5M +$3.31M +71,586 +103%