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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$5.14M -$184K -3,988 -3%
NA
152
Nordwand Advisors
Pennsylvania
$5.06M – – –
RPGK
153
Retirement Planning Group (Kansas)
Kansas
$5.04M +$5.04M +109,450 New
BB
154
Berkshire Bank
Massachusetts
$4.92M +$550K +11,956 +13%
SF
155
Summit Financial
New Jersey
$4.91M +$417K +9,051 +9%
CHWM
156
Cauble & Harre Wealth Management
Missouri
$4.78M +$8.56K +186 +0.2%
UBS AM
157
UBS AM
Illinois
$4.69M – – –
P
158
&Partners
Tennessee
$4.64M +$1.68M +36,403 +61%
ASN
159
Advisory Services Network
Georgia
$4.55M +$129K +2,808 +3%
BEI
160
Benjamin Edwards Inc
Missouri
$4.54M +$193K +4,204 +4%
EWA
161
Evolution Wealth Advisors
Florida
$4.45M -$174K -3,789 -4%
KFSN
162
Keystone Financial Services (Nebraska)
Nebraska
$4.43M -$4.74K -103 -0.1%
CSPIA
163
Cary Street Partners Investment Advisory
Virginia
$4.39M +$1.73M +37,697 +65%
MBT
164
Montecito Bank & Trust
California
$4.34M +$148K +3,216 +4%
MGI
165
Miller Global Investments
Texas
$4.33M +$334K +7,251 +8%
KWM
166
Kingsview Wealth Management
Oregon
$4.32M +$803K +17,447 +23%
HNH
167
Hopwood Nicholas Hunter
$4.31M -$157K -3,409 -4%
I
168
INVST
Indiana
$4.29M +$319K +6,937 +8%
FPAS
169
Focus Partners Advisor Solutions
Missouri
$4.29M +$384K +8,341 +10%
O3W
170
Omni 360 Wealth
New Jersey
$4.29M +$384K +8,342 +10%
CNBTD
171
Citizens National Bank Trust Department
Mississippi
$4.2M +$536K +11,642 +15%
Brown Advisory
172
Brown Advisory
Maryland
$4.12M +$4.11M +89,362 New
CTA
173
Chesley Taft & Associates
Illinois
$4.05M +$246K +5,341 +6%
AC
174
Addison Capital
Pennsylvania
$4.01M +$302K +6,570 +8%
TGAM
175
TBH Global Asset Management
Tennessee
$4.01M +$51.7K +1,123 +1%