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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
126
Atlantic Private Wealth
North Carolina
$355K
KAS
127
Kestra Advisory Services
Texas
$344K +$122K +2,741 +57%
FAIM
128
Financial Advocates Investment Management
Washington
$332K -$249K -5,578 -46%
MC
129
Matisse Capital
Oregon
$306K
WIA
130
World Investment Advisors
California
$290K +$282K +6,319 New
AA
131
Argent Advisors
Louisiana
$288K
Envestnet Portfolio Solutions
132
Envestnet Portfolio Solutions
Illinois
$282K +$276K +6,193 New
CA
133
Cornerstone Advisory
Maryland
$275K -$386K -8,644 -59%
SFS
134
Security Financial Services
Indiana
$271K +$9.77K +219 +4%
BWA
135
Burt Wealth Advisors
Maryland
$259K -$523K -11,732 -67%
AWA
136
Arete Wealth Advisors
Illinois
$254K +$10K +225 +4%
SFM
137
Signet Financial Management
New Jersey
$246K +$18.9K +423 +8%
PWM
138
Prentice Wealth Management
New York
$239K -$18.3K -410 -7%
LFS
139
Legacy Financial Strategies
Kansas
$238K -$24.9K -558 -10%
EFG
140
Ehrlich Financial Group
California
$223K +$218K +4,879 New
NA
141
NewEdge Advisors
Louisiana
$220K -$103K -2,307 -32%
DADC
142
D.A. Davidson & Co
Montana
$211K +$1.38K +31 +0.7%
GRP
143
Global Retirement Partners
California
$210K -$35.2K -789 -15%
MWM
144
Mascoma Wealth Management
New Hampshire
$209K -$8.48K -190 -4%
AAS
145
Avantax Advisory Services
Texas
$207K +$203K +4,539 New
IAP
146
Indie Asset Partners
Indiana
$205K +$201K +4,501 New
GSC
147
G&S Capital
Colorado
$205K +$200K +4,487 New
JWA
148
JFS Wealth Advisors
Pennsylvania
$192K +$20.1K +450 +12%
AF
149
Advisornet Financial
Minnesota
$182K +$2.37K +53 +1%
UBS Group
150
UBS Group
Switzerland
$169K +$159K +3,565 +2,721%