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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Argent Advisors
Louisiana
$282K -$4.97K -110 -2%
GRP
152
Global Retirement Partners
California
$275K +$4.21K +93 +2%
EFG
153
Ehrlich Financial Group
California
$274K +$52.2K +1,155 +24%
EFS
154
Essex Financial Services
Connecticut
$273K +$270K +5,975 New
DADC
155
D.A. Davidson & Co
Montana
$266K +$10.9K +242 +4%
NA
156
NewEdge Advisors
Louisiana
$264K -$723 -16 -0.3%
LSPW
157
Lake Street Private Wealth
Illinois
$261K -$268K -5,934 -51%
RVPG
158
Relative Value Partners Group
$261K +$259K +5,732 New
BWA
159
Burt Wealth Advisors
Maryland
$258K
CL
160
Choreo LLC
Illinois
$250K +$250K +5,540 New
Comerica Bank
161
Comerica Bank
Texas
$250K -$2.71K -60 -1%
PFS
162
Prospera Financial Services
Texas
$249K +$247K +5,469 New
LFS
163
Legacy Financial Strategies
Kansas
$246K -$12.5K -277 -5%
SFM
164
Signet Financial Management
New Jersey
$237K -$407 -9 -0.2%
BMCM
165
Burns Matteson Capital Management
New York
$234K -$142K -3,130 -38%
LSIA
166
LaSalle St. Investment Advisors
Illinois
$232K +$231K +5,104 New
JWA
167
JFS Wealth Advisors
Pennsylvania
$227K +$24.9K +550 +12%
OC
168
Oppenheimer & Co
New York
$227K +$226K +5,000 New
TW
169
Transform Wealth
Colorado
$224K +$222K +4,917 New
AC
170
Addison Capital
Pennsylvania
$223K +$222K +4,904 New
IA
171
IFP Advisors
Florida
$219K +$74.6K +1,649 +52%
IWP
172
Insight Wealth Partners
Texas
$203K +$202K +4,471 New
SOS
173
Silver Oak Securities
Tennessee
$190K -$556K -12,299 -75%
AF
174
Advisornet Financial
Minnesota
$187K +$2.44K +54 +1%
NP
175
NorthRock Partners
Minnesota
$106K +$105K +2,331 New