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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAG
126
Asset Advisory Group
New Jersey
$6.96M +$554K +12,031 +9%
SWR
127
Spahn Wealth & Retirement
Arizona
$6.89M +$5.09M +110,628 +981%
BCP
128
Blue Chip Partners
Michigan
$6.83M +$34.7K +753 +0.5%
OC
129
Optima Capital
Oregon
$6.77M +$845K +18,366 +14%
EWM
130
EPG Wealth Management
Georgia
$6.7M +$545K +11,849 +9%
LCP
131
Larch Capital Partners
Florida
$6.7M
FA
132
Fiduciary Alliance
South Carolina
$6.53M +$491K +10,676 +8%
KV
133
Kickstand Ventures
New York
$6.47M +$1.73M +37,677 +37%
KWA
134
Kingswood Wealth Advisors
California
$6.34M +$534K +11,598 +9%
LWM
135
Lionsbridge Wealth Management
Florida
$6.34M -$257K -5,578 -4%
Renaissance Technologies
136
Renaissance Technologies
New York
$6.09M +$6.08M +132,188 New
KFG
137
Kelly Financial Group
Connecticut
$6.08M +$582K +12,655 +11%
JRSI
138
Jeter Robert S II
$5.91M -$33.7K -733 -0.6%
EFG
139
Ethos Financial Group
Pennsylvania
$5.88M +$620K +13,474 +12%
OMC
140
Overbrook Management Corp
New York
$5.81M +$5.81M +126,260 New
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$5.79M +$1.76M +38,256 +44%
RMF
142
Red Mountain Financial
Colorado
$5.59M +$167K +3,631 +3%
CL
143
Choreo LLC
Illinois
$5.49M -$5.64M -122,569 -51%
LWA
144
LifeGoal Wealth Advisors
New York
$5.46M -$375K -8,144 -6%
MWM
145
MorganRosel Wealth Management
Colorado
$5.44M +$673K +14,626 +14%
US Bancorp
146
US Bancorp
Minnesota
$5.37M -$161K -3,495 -3%
CA
147
Continuum Advisory
Idaho
$5.29M +$79.1K +1,719 +2%
HI
148
Harbour Investments
Wisconsin
$5.26M -$62.9K -1,367 -1%
HIA
149
HTG Investment Advisors
Connecticut
$5.19M +$566K +12,296 +12%
Creative Planning
150
Creative Planning
Kansas
$5.14M -$184K -3,988 -3%