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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MC
176
Matisse Capital
Oregon
$311K
NRI
177
NFP Retirement Inc
California
$311K
LFS
178
Legacy Financial Strategies
Kansas
$306K +$53.4K +1,164 +21%
DADC
179
D.A. Davidson & Co
Montana
$295K +$22.9K +500 +9%
AA
180
Argent Advisors
Louisiana
$293K +$5.05K +110 +2%
MCM
181
Manchester Capital Management
Vermont
$288K +$284K +6,200 New
Comerica Bank
182
Comerica Bank
Texas
$281K +$25.6K +558 +10%
EFG
183
Ehrlich Financial Group
California
$280K
AFP
184
Alpha Financial Partners
Kentucky
$280K +$277K +6,034 New
BWA
185
Burt Wealth Advisors
Maryland
$264K
SFM
186
Signet Financial Management
New Jersey
$262K +$20.4K +444 +9%
CL
187
Choreo LLC
Illinois
$258K
CWS
188
Confluence Wealth Services
Pennsylvania
$252K +$249K +5,424 New
IA
189
IFP Advisors
Florida
$243K +$19.5K +426 +9%
TW
190
Transform Wealth
Colorado
$239K +$10.6K +231 +5%
LSIA
191
LaSalle St. Investment Advisors
Illinois
$238K +$1.24K +27 +0.5%
EFS
192
Essex Financial Services
Connecticut
$237K -$37.8K -825 -14%
GRP
193
Global Retirement Partners
California
$235K -$45.1K -984 -16%
FWP
194
Firethorn Wealth Partners
Georgia
$234K +$232K +5,051 New
PA
195
PFG Advisors
Arizona
$234K +$231K +5,038 New
LSPW
196
Lake Street Private Wealth
Illinois
$222K -$43.3K -944 -16%
PF
197
Penney Financial
Texas
$222K +$219K +4,775 New
DC
198
Davenport & Co
Virginia
$217K +$214K +4,670 New
CHP
199
Cable Hill Partners
Oregon
$216K +$214K +4,655 New
IWP
200
Insight Wealth Partners
Texas
$209K +$1.51K +33 +0.7%