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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAG
126
Asset Advisory Group
New Jersey
$6.41M +$785K +16,947 +14%
Mariner
127
Mariner
Kansas
$6.27M +$2.62M +56,556 +71%
EWM
128
EPG Wealth Management
Georgia
$6.16M +$327K +7,072 +6%
FA
129
Fiduciary Alliance
South Carolina
$6.06M +$1.4M +30,165 +30%
JRSI
130
Jeter Robert S II
$5.97M +$6M +129,502 New
OC
131
Optima Capital
Oregon
$5.93M +$323K +6,973 +6%
SA
132
Sovran Advisors
California
$5.82M +$308K +6,649 +6%
LWA
133
LifeGoal Wealth Advisors
New York
$5.82M -$418K -9,029 -7%
KWA
134
Kingswood Wealth Advisors
California
$5.81M +$433K +9,360 +8%
FFN
135
Focus Financial Network
Minnesota
$5.71M +$425K +9,170 +8%
US Bancorp
136
US Bancorp
Minnesota
$5.54M +$3.28M +70,935 +144%
KFG
137
Kelly Financial Group
Connecticut
$5.5M +$82.6K +1,784 +2%
RMF
138
Red Mountain Financial
Colorado
$5.42M +$136K +2,934 +3%
Creative Planning
139
Creative Planning
Kansas
$5.33M -$120K -2,583 -2%
HI
140
Harbour Investments
Wisconsin
$5.32M +$950K +20,517 +22%
EFG
141
Ethos Financial Group
Pennsylvania
$5.29M +$1.29M +27,879 +32%
CA
142
Continuum Advisory
Idaho
$5.22M +$219K +4,720 +4%
NA
143
Nordwand Advisors
Pennsylvania
$5.07M -$995K -21,500 -16%
CLIP
144
Colter Lewis Investment Partners
Connecticut
$4.77M +$945K +20,416 +25%
MWM
145
MorganRosel Wealth Management
Colorado
$4.77M -$2.6M -56,220 -35%
CHWM
146
Cauble & Harre Wealth Management
Missouri
$4.76M +$43.2K +933 +0.9%
KV
147
Kickstand Ventures
New York
$4.73M +$3.06K +66 +0.1%
UBS AM
148
UBS AM
Illinois
$4.69M +$4.72M +101,877 New
HIA
149
HTG Investment Advisors
Connecticut
$4.63M +$1.1M +23,858 +31%
EWA
150
Evolution Wealth Advisors
Florida
$4.63M +$3.01K +65 +0.1%