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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BI
126
Beckerman Institutional
New Jersey
$2.12M +$188K +4,107 +10%
CWM
127
Centurion Wealth Management
Virginia
$2.08M – – –
IWC
128
Integrated Wealth Concepts
Massachusetts
$1.99M +$139K +3,038 +8%
HA
129
Herold Advisors
New York
$1.92M -$32.3K -703 -2%
5W
130
5T Wealth
California
$1.89M -$367 -8 -0%
TWP
131
Triad Wealth Partners
Kansas
$1.84M +$632K +13,775 +53%
KAS
132
Kestra Advisory Services
Texas
$1.84M +$225K +4,896 +14%
AWM
133
Altus Wealth Management
Kentucky
$1.83M +$83.9K +1,828 +5%
LWMI
134
Legacy Wealth Management (Idaho)
Idaho
$1.8M -$1.65M -36,015 -48%
KA
135
Kovack Advisors
Florida
$1.71M +$1.7M +37,080 New
HAS
136
HBW Advisory Services
California
$1.7M -$224K -4,886 -12%
SPC
137
Sigma Planning Corp
Michigan
$1.7M -$103K -2,239 -6%
LPL Financial
138
LPL Financial
California
$1.67M -$884K -19,270 -35%
P
139
&Partners
Tennessee
$1.66M +$1.43M +31,139 +664%
CW
140
CreativeOne Wealth
Kansas
$1.65M +$200K +4,363 +14%
VAM
141
Vienna Asset Management
California
$1.63M -$262K -5,701 -14%
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$1.6M +$222K +4,831 +16%
Jones Financial Companies
143
Jones Financial Companies
Missouri
$1.59M +$1.59M +34,625 New
BCI
144
Brinker Capital Investments
Pennsylvania
$1.54M +$1.53M +33,417 New
OPS
145
Orion Portfolio Solutions
Nebraska
$1.54M +$1.53M +33,417 New
RIA
146
Regal Investment Advisors
Michigan
$1.47M +$803K +17,498 +122%
ISFAN
147
Investor's Fiduciary Advisor Network
Washington
$1.45M +$1.45M +31,537 New
LEA
148
Legacy Edge Advisors
New York
$1.43M +$271K +5,908 +23%
HIP
149
HUB Investment Partners
Texas
$1.4M -$510K -11,111 -27%
SFG
150
Seamount Financial Group
Colorado
$1.37M +$97.7K +2,129 +8%