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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
176
HighTower Advisors
Illinois
$580K +$11.4K +248 +2%
BAM
177
Belpointe Asset Management
Nevada
$578K +$575K +12,543 New
FCA
178
Fortis Capital Advisors
Kansas
$578K +$575K +12,543 New
RWS
179
Resolute Wealth Strategies
Mississippi
$550K +$88.5K +1,930 +19%
DAS
180
Dynamic Advisor Solutions
Arizona
$545K +$548K +11,947 New
CF
181
Convergence Financial
Missouri
$544K +$80.9K +1,764 +17%
SA
182
Sanctuary Advisors
Indiana
$542K -$950K -20,716 -64%
TC
183
TownSquare Capital
Utah
$536K +$191K +4,155 +55%
LAMNM
184
Longview Asset Management (New Mexico)
New Mexico
$526K +$528K +11,525 New
AWP
185
Axis Wealth Partners
Rhode Island
$524K +$527K +11,487 New
MWM
186
Mascagni Wealth Management
Mississippi
$519K +$517K +11,266 New
Creative Planning
187
Creative Planning
Kansas
$513K +$37.3K +814 +8%
Betterment LLC
188
Betterment LLC
New York
$505K +$508K +11,069 New
FWA
189
FSM Wealth Advisors
Ohio
$500K
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$485K +$127K +2,773 +35%
HSG
191
Helen Stephens Group
Texas
$470K +$472K +10,299 New
FH
192
FWG Holdings
Florida
$468K -$6.92K -151 -1%
OWM
193
Opes Wealth Management
California
$455K +$27.4K +598 +6%
WMA
194
William Mack & Associates
Michigan
$450K +$452K +9,861 New
NRI
195
NFP Retirement Inc
California
$443K +$138K +3,000 +45%
GM
196
GeoWealth Management
Illinois
$424K -$139K -3,023 -25%
PA
197
PFG Advisors
Arizona
$392K +$163K +3,545 +70%
IPAM
198
Investment Partners Asset Management
New Jersey
$386K -$11.9K -260 -3%
MAG
199
Mayfair Advisory Group
Alabama
$379K -$146K -3,186 -28%
JWA
200
JFS Wealth Advisors
Pennsylvania
$376K +$68.8K +1,500 +22%