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JPMorgan Income ETF
JPIE

Name Holding Trade Value Shares
Change 		Change in
Stake
FPGK
176
Financial Partners Group (Kansas)
Kansas
$3.61M +$97.9K +2,114 +3%
CWM
177
Centurion Wealth Management
Virginia
$3.61M +$817K +17,641 +29%
SSC
178
Syverson Strege & Co
Iowa
$3.55M -$588K -12,695 -14%
KWM
179
Kingsview Wealth Management
Oregon
$3.52M -$1.91M -41,240 -35%
FCFC
180
First Citizens Financial Corp
Iowa
$3.43M +$705K +15,219 +26%
FTS
181
Fifth Third Securities
Ohio
$3.41M +$174K +3,762 +5%
TNBTD
182
Trustmark National Bank Trust Department
Mississippi
$3.4M +$431K +9,306 +14%
FFWM
183
Future Financial Wealth Management
Ohio
$3.4M -$120K -2,586 -3%
LOIM
184
Liberty One Investment Management
Illinois
$3.2M +$1M +21,600 +45%
SWA
185
Strategies Wealth Advisors
Michigan
$3.16M +$324 +7 +0%
PFS
186
Prospera Financial Services
Texas
$3.15M +$2.75M +59,300 +646%
TWP
187
Triad Wealth Partners
Kansas
$3.14M -$317K -6,837 -9%
NFP
188
Narus Financial Partners
Utah
$3.11M +$576K +12,446 +23%
EWL
189
Emissary Wealth LLC
New Jersey
$2.96M +$313K +6,763 +12%
EFG
190
Everest Financial Group
Minnesota
$2.82M +$996K +21,522 +54%
BI
191
Beckerman Institutional
New Jersey
$2.79M +$23.7K +511 +0.8%
P
192
&Partners
Tennessee
$2.77M +$688K +14,864 +33%
PIWA
193
Prevail Innovative Wealth Advisors
Kansas
$2.72M +$98.5K +2,127 +4%
PA
194
PFG Advisors
Arizona
$2.71M +$465K +10,053 +21%
CSPIA
195
Cary Street Partners Investment Advisory
Virginia
$2.65M +$649K +14,018 +32%
CRWM
196
Castle Rock Wealth Management
California
$2.59M +$296K +6,390 +13%
SSWM
197
Sheets Smith Wealth Management
North Carolina
$2.54M +$386K +8,345 +18%
AWM
198
Altus Wealth Management
Kentucky
$2.51M +$114K +2,465 +5%
SRC
199
Sage Rhino Capital
California
$2.5M +$271K +5,856 +12%
OWA
200
Opal Wealth Advisors
New York
$2.48M +$124K +2,689 +5%
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