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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
Mascoma Wealth Management
New Hampshire
$99.3K +$45.2K +1,000 +84%
EWA
177
EverSource Wealth Advisors
Alabama
$67.4K +$633 +14 +1%
CA
178
Continuum Advisory
Idaho
$65.7K
VWWMG
179
Vermillion & White Wealth Management Group
Pennsylvania
$64.1K +$63.8K +1,410 New
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$58.9K +$58.6K +1,295 New
SWM
181
Spire Wealth Management
Virginia
$51.3K -$1.72M -38,122 -97%
WTC
182
WhitTier Trust Company
Nevada
$41.9K +$20.3K +449 +95%
IHWM
183
Iron Horse Wealth Management
Iowa
$36.4K
NFSG
184
Newbridge Financial Services Group
Florida
$35K
CTC
185
Central Trust Company
Missouri
$27.4K -$3.21K -71 -11%
SPIA
186
Steward Partners Investment Advisory
New York
$26.5K
LFA
187
LGT Financial Advisors
Texas
$26.4K +$45 +1 +0.2%
FGAM
188
Financial Gravity Asset Management
Texas
$25.9K +$25.7K +569 New
GWS
189
Glassman Wealth Services
Virginia
$9.32K +$2.94K +65 +46%
BFEC
190
Benjamin F. Edwards & Company
Missouri
$5K
PS
191
Principal Securities
Iowa
$4.55K +$4.52K +100 New
RAM
192
Riggs Asset Management
Pennsylvania
$3.82K
SIS
193
Sound Income Strategies
Florida
$2.59K +$2.58K +57 New
WP
194
WealthShield Partners
North Carolina
$2.41K
DFA
195
DHJJ Financial Advisors
Illinois
$410
FHA
196
First Horizon Advisors
Tennessee
$364 +$362 +8 New
ACA
197
Aptus Capital Advisors
Alabama
$45 -$21.7K -480 -100%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$45 +$45 +1 New
Wells Fargo
199
Wells Fargo
California
$14 -$45 -1 Closed
MAG
200
MRA Advisory Group
New Jersey
-$10.2M -223,474 Closed