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JPMorgan Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIM
201
Delta Investment Management
California
$586K -$161K -3,511 -22%
IWN
202
Independent Wealth Network
Iowa
$584K -$12.2K -265 -2%
VCM
203
Virtue Capital Management
Tennessee
$577K +$574K +12,512 New
FA
204
Fermata Advisors
California
$566K -$3.61M -78,574 -86%
NRI
205
NFP Retirement Inc
California
$544K +$96.4K +2,100 +22%
WMA
206
West Michigan Advisors
Michigan
$539K +$187K +4,071 +53%
BFA
207
Beaumont Financial Advisors
Massachusetts
$537K +$535K +11,665 New
CPRC
208
Consolidated Portfolio Review Corp
New York
$520K +$518K +11,286 New
MWM
209
Mascagni Wealth Management
Mississippi
$519K
Creative Planning
210
Creative Planning
Kansas
$518K
FWA
211
FSM Wealth Advisors
Ohio
$506K +$2.43K +53 +0.5%
KWA
212
Kingswood Wealth Advisors
California
$495K -$1.66M -36,176 -77%
FH
213
FWG Holdings
Florida
$483K +$12.6K +275 +3%
GM
214
GeoWealth Management
Illinois
$480K +$51.4K +1,121 +12%
CAM
215
Cobblestone Asset Management
Virginia
$469K +$467K +10,175 New
Betterment LLC
216
Betterment LLC
New York
$466K -$43.4K -945 -9%
CSPIA
217
Cary Street Partners Investment Advisory
Virginia
$427K +$252K +5,499 +146%
IPAM
218
Investment Partners Asset Management
New Jersey
$420K +$29.9K +652 +8%
FFAS
219
FIG Financial Advisory Services
Oklahoma
$415K -$1.67M -36,351 -80%
TC
220
TownSquare Capital
Utah
$408K -$133K -2,892 -25%
CWS
221
Confluence Wealth Services
Pennsylvania
$386K +$128K +2,780 +49%
SAA
222
Southeast Asset Advisors
Georgia
$383K +$5.46K +119 +1%
MAG
223
Mayfair Advisory Group
Alabama
$383K
FTUS
224
Flow Traders U.S.
New York
$379K +$377K +8,218 New
APW
225
Atlantic Private Wealth
North Carolina
$358K