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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
201
Beaumont Financial Advisors
Massachusetts
$3.07M +$2.3M +49,977 +298%
BI
202
Beckerman Institutional
New Jersey
$2.97M +$178K +3,861 +6%
SRC
203
Sage Rhino Capital
California
$2.95M +$449K +9,746 +18%
SWA
204
Strategies Wealth Advisors
Michigan
$2.91M -$249K -5,410 -8%
PA
205
PFG Advisors
Arizona
$2.82M +$111K +2,409 +4%
MWM
206
Madrid Wealth Management
New Mexico
$2.8M +$589K +12,801 +27%
PFS
207
Prospera Financial Services
Texas
$2.8M -$355K -7,705 -11%
SC
208
Scotia Capital
Ontario, Canada
$2.77M +$2.77M +60,191 New
OWA
209
Opal Wealth Advisors
New York
$2.69M +$212K +4,607 +9%
Citadel Advisors
210
Citadel Advisors
Florida
$2.68M +$2.68M +58,270 New
CRWM
211
Castle Rock Wealth Management
California
$2.65M +$61.5K +1,337 +2%
EFG
212
Everest Financial Group
Minnesota
$2.63M -$198K -4,292 -7%
RIA
213
Regal Investment Advisors
Michigan
$2.58M +$124K +2,690 +5%
WIM
214
WealthPlan Investment Management
Nebraska
$2.57M +$562K +12,219 +28%
CA
215
Clearstead Advisors
Ohio
$2.51M +$2.51M +54,490 New
UA
216
URS Advisory
Florida
$2.5M +$505K +10,982 +25%
SSWM
217
Sheets Smith Wealth Management
North Carolina
$2.49M -$52.1K -1,133 -2%
AWM
218
Altus Wealth Management
Kentucky
$2.48M -$32.9K -715 -1%
BF
219
Benchmark Financial
Delaware
$2.45M +$226K +4,914 +10%
SAFS
220
S&A Financial Services
Kansas
$2.33M +$682K +14,810 +42%
WMA
221
William Mack & Associates
Michigan
$2.32M +$1.05M +22,882 +83%
KA
222
Kovack Advisors
Florida
$2.3M +$1.67M +36,335 +266%
SA
223
Sanctuary Advisors
Indiana
$2.25M +$252K +5,471 +13%
WWM
224
Western Wealth Management
Colorado
$2.22M +$123K +2,673 +6%
MWA
225
MN Wealth Advisors
Kansas
$2.18M +$88.2K +1,917 +4%