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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GM
151
GeoWealth Management
Illinois
$572K -$13.2K -287 -2%
AAS
152
Avantax Advisory Services
Texas
$572K +$79.5K +1,732 +16%
IWN
153
Independent Wealth Network
Iowa
$572K +$565K +12,324 New
WCFA
154
Walkner Condon Financial Advisors
Wisconsin
$568K +$10K +218 +2%
Stifel Financial
155
Stifel Financial
Missouri
$561K +$121K +2,634 +28%
LG
156
LaFleur & Godfrey
Michigan
$560K +$54.2K +1,182 +11%
FHC
157
First Heartland Consultants
Missouri
$543K -$1.74M -38,023 -76%
MAG
158
Mayfair Advisory Group
Alabama
$529K
LPL Financial
159
LPL Financial
California
$527K +$230K +5,010 +79%
FWA
160
FSM Wealth Advisors
Ohio
$507K
Creative Planning
161
Creative Planning
Kansas
$484K -$173K -3,780 -27%
FH
162
FWG Holdings
Florida
$476K -$5.64K -123 -1%
CF
163
Convergence Financial
Missouri
$472K +$114K +2,481 +32%
RWS
164
Resolute Wealth Strategies
Mississippi
$469K +$170K +3,701 +58%
OWM
165
Opes Wealth Management
California
$435K +$20.7K +452 +5%
IPAM
166
Investment Partners Asset Management
New Jersey
$404K +$27.3K +596 +7%
AA
167
Advisory Alpha
Michigan
$398K -$110K -2,407 -22%
AC
168
Addison Capital
Pennsylvania
$391K +$162K +3,529 +72%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$364K +$360K +7,857 New
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$361K -$8.95K -195 -2%
APW
171
Atlantic Private Wealth
North Carolina
$361K
MS
172
Madden Securities
Texas
$360K +$356K +7,758 New
TC
173
TownSquare Capital
Utah
$352K -$177K -3,865 -34%
MOS
174
MGO One Seven
Ohio
$337K +$333K +7,266 New
JWA
175
JFS Wealth Advisors
Pennsylvania
$313K +$80.3K +1,750 +35%