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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EW
151
Element Wealth
Mississippi
$853K +$857K +18,692 New
OC
152
Oppenheimer & Co
New York
$835K +$224K +4,894 +37%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$827K +$102K +2,231 +14%
NA
154
Nautilus Advisors
California
$826K +$830K +18,110 New
CAM
155
Cresset Asset Management
Illinois
$809K +$5.92K +129 +0.7%
WIA
156
World Investment Advisors
California
$802K +$207K +4,511 +35%
MFG
157
Menard Financial Group
Texas
$790K -$2.8K -61 -0.4%
AC
158
Addison Capital
Pennsylvania
$781K +$398K +8,677 +103%
DC
159
Davenport & Co
Virginia
$763K +$553K +12,057 +258%
FAIM
160
Financial Advocates Investment Management
Washington
$763K -$7.7K -168 -1%
MBT
161
Montecito Bank & Trust
California
$754K +$758K +16,529 New
BTD
162
BankPlus Trust Department
Mississippi
$747K +$751K +16,380 New
DIM
163
Delta Investment Management
California
$741K -$133K -2,901 -15%
PP
164
PDS Planning
Ohio
$713K -$27.6K -602 -4%
IAIM
165
International Assets Investment Management
Florida
$696K +$699K +15,251 New
FFA
166
Farther Finance Advisors
California
$691K -$34.1K -744 -5%
RIA
167
Regal Investment Advisors
Michigan
$653K +$656K +14,307 New
AA
168
Alpha Advisors
Virginia
$652K +$655K +14,288 New
WW
169
Waterfront Wealth
Kansas
$645K +$5.78K +126 +0.9%
WF
170
Wayfinding Financial
Washington
$640K -$52.9K -1,153 -8%
SI
171
Stephens Inc
Arkansas
$610K +$613K +13,377 New
APP
172
Avantax Planning Partners
Iowa
$599K -$6.56K -143 -1%
WCFA
173
Walkner Condon Financial Advisors
Wisconsin
$590K +$31.8K +693 +6%
IWN
174
Independent Wealth Network
Iowa
$590K +$28.2K +616 +5%
LG
175
LaFleur & Godfrey
Michigan
$589K +$39.2K +856 +7%