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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Axxcess Wealth Management
California
$4.02M +$507K +10,956 +14%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$4.01M +$4M +86,384 New
PWA
128
Peterson Wealth Advisors
Utah
$3.78M +$2.43M +52,392 +179%
SF
129
Summit Financial
New Jersey
$3.78M +$3.77M +81,369 New
I
130
INVST
Indiana
$3.57M +$176K +3,797 +5%
HI
131
Harbour Investments
Wisconsin
$3.51M +$2.61M +56,387 +292%
FTS
132
Fifth Third Securities
Ohio
$3.35M +$3.34M +72,243 New
VC
133
Vicus Capital
Pennsylvania
$3.34M +$3.33M +71,876 New
SWA
134
Strategies Wealth Advisors
Michigan
$3.27M -$42.9K -927 -1%
FWM
135
Forefront Wealth Management
Pennsylvania
$3.27M +$263K +5,683 +9%
JWCA
136
J.W. Cole Advisors
Florida
$3.24M +$961K +20,750 +42%
RA
137
RFG Advisory
Alabama
$3.24M +$302K +6,526 +10%
O3W
138
Omni 360 Wealth
New Jersey
$3.19M +$298K +6,428 +10%
MWA
139
MN Wealth Advisors
Kansas
$3.18M +$263K +5,684 +9%
FFWM
140
Future Financial Wealth Management
Ohio
$3.18M +$297K +6,421 +10%
PFGIA
141
Patriot Financial Group Insurance Agency
Massachusetts
$3.11M +$97.9K +2,115 +3%
PWM
142
Peck Wealth Management
New York
$3M +$2.99M +64,665 New
TNBTD
143
Trustmark National Bank Trust Department
Mississippi
$3M -$295K -6,372 -9%
Mariner
144
Mariner
Kansas
$2.97M +$575K +12,428 +24%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$2.95M -$807K -17,422 -22%
CTA
146
Chesley Taft & Associates
Illinois
$2.93M +$230K +4,975 +9%
BEI
147
Benjamin Edwards Inc
Missouri
$2.87M -$11.4K -247 -0.4%
MBT
148
Montecito Bank & Trust
California
$2.76M +$2.76M +59,513 New
TWP
149
Triad Wealth Partners
Kansas
$2.75M +$332K +7,180 +14%
PI
150
PFG Investments
New York
$2.69M +$1.22M +26,307 +83%