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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAA
201
Southeast Asset Advisors
Georgia
$374K +$177K +3,869 +89%
APW
202
Atlantic Private Wealth
North Carolina
$355K
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$355K
WMA
204
West Michigan Advisors
Michigan
$349K +$349K +7,622 New
AAS
205
Avantax Advisory Services
Texas
$328K -$236K -5,144 -42%
SFM
206
Signet Financial Management
New Jersey
$327K +$69.6K +1,519 +27%
LFS
207
Legacy Financial Strategies
Kansas
$316K +$15.2K +332 +5%
MC
208
Matisse Capital
Oregon
$306K
EL
209
Essex LLC
Illinois
$299K +$300K +6,545 New
PWM
210
Prentice Wealth Management
New York
$297K -$8.18M -178,510 -96%
Comerica Bank
211
Comerica Bank
Texas
$295K +$19.3K +421 +7%
AA
212
Advisory Alpha
Michigan
$291K -$101K -2,207 -26%
MCM
213
Manchester Capital Management
Vermont
$283K
EFG
214
Ehrlich Financial Group
California
$275K
GRP
215
Global Retirement Partners
California
$271K +$40.8K +890 +18%
SWM
216
SeaCrest Wealth Management
New York
$264K +$63.7K +1,390 +32%
IA
217
IFP Advisors
Florida
$263K +$23.8K +519 +10%
CWS
218
Confluence Wealth Services
Pennsylvania
$260K +$11.5K +251 +5%
BWA
219
Burt Wealth Advisors
Maryland
$259K
TW
220
Transform Wealth
Colorado
$259K +$22.6K +492 +10%
CL
221
Choreo LLC
Illinois
$254K
PF
222
Penney Financial
Texas
$250K +$32.6K +710 +15%
AF
223
Advisornet Financial
Minnesota
$247K +$57.9K +1,263 +30%
MCC
224
Money Concepts Capital
Florida
$241K +$243K +5,291 New
Northern Trust
225
Northern Trust
Illinois
$239K +$241K +5,247 New