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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LEA
126
Legacy Edge Advisors
New York
$451K +$75K +1,651 +20%
HighTower Advisors
127
HighTower Advisors
Illinois
$441K +$75.4K +1,660 +21%
AAS
128
Avantax Advisory Services
Texas
$440K +$232K +5,116 +113%
HAS
129
HBW Advisory Services
California
$396K
IPAM
130
Investment Partners Asset Management
New Jersey
$380K -$1.5K -33 -0.4%
BMCM
131
Burns Matteson Capital Management
New York
$377K -$118K -2,594 -24%
WIA
132
World Investment Advisors
California
$373K +$84.5K +1,860 +29%
SWA
133
Strategies Wealth Advisors
Michigan
$357K +$356K +7,831 New
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$354K -$1.54M -33,789 -81%
APW
135
Atlantic Private Wealth
North Carolina
$354K
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$306K +$305K +6,717 New
MC
137
Matisse Capital
Oregon
$305K
NRI
138
NFP Retirement Inc
California
$305K +$304K +6,700 New
Stifel Financial
139
Stifel Financial
Missouri
$295K +$294K +6,467 New
AA
140
Argent Advisors
Louisiana
$288K
SFS
141
Security Financial Services
Indiana
$287K +$16.7K +368 +6%
OWM
142
Opes Wealth Management
California
$278K +$278K +6,109 New
GRP
143
Global Retirement Partners
California
$271K +$61.1K +1,344 +29%
LG
144
LaFleur & Godfrey
Michigan
$266K +$265K +5,838 New
NA
145
NewEdge Advisors
Louisiana
$265K +$46K +1,012 +21%
CA
146
Cornerstone Advisory
Maryland
$264K -$10.1K -222 -4%
LFS
147
Legacy Financial Strategies
Kansas
$260K +$22.3K +490 +9%
BWA
148
Burt Wealth Advisors
Maryland
$259K
KCM
149
Kathmere Capital Management
Pennsylvania
$258K +$257K +5,658 New
DADC
150
D.A. Davidson & Co
Montana
$256K +$44.7K +983 +21%