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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
176
Consolidated Portfolio Review Corp
New York
$1.85M +$1.08M +23,356 +141%
WIA
177
World Investment Advisors
California
$1.82M +$956K +20,652 +112%
HA
178
Herold Advisors
New York
$1.81M -$154K -3,318 -8%
SSWM
179
Sheets Smith Wealth Management
North Carolina
$1.81M +$419K +9,047 +30%
ISFAN
180
Investor's Fiduciary Advisor Network
Washington
$1.8M -$25.9K -560 -1%
EWS
181
Evergreen Wealth Solutions
Pennsylvania
$1.8M +$390K +8,431 +28%
CFG
182
Cooper Financial Group
California
$1.76M +$283K +6,115 +19%
PP
183
PDS Planning
Ohio
$1.74M +$585K +12,629 +51%
DAS
184
Dynamic Advisor Solutions
Arizona
$1.68M +$373K +8,057 +29%
SPC
185
Sigma Planning Corp
Michigan
$1.58M -$818K -17,658 -34%
BTD
186
BankPlus Trust Department
Mississippi
$1.57M +$326K +7,041 +26%
DIM
187
Delta Investment Management
California
$1.52M +$926K +20,001 +157%
WIM
188
WealthPlan Investment Management
Nebraska
$1.51M +$1.51M +32,639 New
EW
189
Element Wealth
Mississippi
$1.51M +$120K +2,582 +9%
IIM
190
InTrack Investment Management
Vermont
$1.46M +$109K +2,356 +8%
P
191
&Partners
Tennessee
$1.44M +$379K +8,192 +36%
CA
192
CoreCap Advisors
Michigan
$1.44M +$90.2K +1,948 +7%
WA
193
WBH Advisory
Maryland
$1.39M +$367K +7,928 +36%
OC
194
Oppenheimer & Co
New York
$1.37M -$5.18K -112 -0.4%
APP
195
Avantax Planning Partners
Iowa
$1.37M +$8.56K +185 +0.6%
WMA
196
William Mack & Associates
Michigan
$1.29M +$196K +4,242 +18%
EFH
197
Eaton Financial Holdings
Florida
$1.26M +$1.26M +27,153 New
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$1.26M +$3.56K +77 +0.3%
AO
199
Advisor OS
Illinois
$1.22M -$117K -2,529 -9%
Ameriprise
200
Ameriprise
Minnesota
$1.22M +$254K +5,486 +26%