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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Centurion Wealth Management
Virginia
$2.08M
IWC
127
Integrated Wealth Concepts
Massachusetts
$1.99M +$139K +3,038 +8%
HA
128
Herold Advisors
New York
$1.92M -$32.3K -703 -2%
5W
129
5T Wealth
California
$1.89M -$367 -8 -0%
TWP
130
Triad Wealth Partners
Kansas
$1.84M +$632K +13,775 +53%
KAS
131
Kestra Advisory Services
Texas
$1.84M +$225K +4,896 +14%
AWM
132
Altus Wealth Management
Kentucky
$1.83M +$83.9K +1,828 +5%
LWMI
133
Legacy Wealth Management (Idaho)
Idaho
$1.8M -$1.65M -36,015 -48%
KA
134
Kovack Advisors
Florida
$1.71M +$1.7M +37,080 New
HAS
135
HBW Advisory Services
California
$1.7M -$224K -4,886 -12%
SPC
136
Sigma Planning Corp
Michigan
$1.7M -$103K -2,239 -6%
LPL Financial
137
LPL Financial
California
$1.67M -$884K -19,270 -35%
P
138
&Partners
Tennessee
$1.66M +$1.43M +31,139 +664%
CW
139
CreativeOne Wealth
Kansas
$1.65M +$200K +4,363 +14%
VAM
140
Vienna Asset Management
California
$1.63M -$262K -5,701 -14%
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$1.6M +$222K +4,831 +16%
Jones Financial Companies
142
Jones Financial Companies
Missouri
$1.59M +$1.59M +34,625 New
BCI
143
Brinker Capital Investments
Pennsylvania
$1.54M +$1.53M +33,417 New
OPS
144
Orion Portfolio Solutions
Nebraska
$1.54M +$1.53M +33,417 New
RIA
145
Regal Investment Advisors
Michigan
$1.47M +$803K +17,498 +122%
ISFAN
146
Investor's Fiduciary Advisor Network
Washington
$1.45M +$1.45M +31,537 New
LEA
147
Legacy Edge Advisors
New York
$1.43M +$271K +5,908 +23%
HIP
148
HUB Investment Partners
Texas
$1.4M -$510K -11,111 -27%
SFG
149
Seamount Financial Group
Colorado
$1.37M +$97.7K +2,129 +8%
Citadel Advisors
150
Citadel Advisors
Florida
$1.35M -$340K -7,418 -20%