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JPMorgan Realty Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
26
Independence Asset Advisors
Pennsylvania
$387K +$385K +8,038 New
MML Investors Services
27
MML Investors Services
Massachusetts
$362K +$104K +2,176 +41%
RA
28
RFG Advisory
Alabama
$270K +$269K +5,610 New
SOS
29
Silver Oak Securities
Tennessee
$251K +$251K +5,249 New
JWCA
30
J.W. Cole Advisors
Florida
$227K +$225K +4,700 New
HCM
31
Hengehold Capital Management
Ohio
$215K
Osaic Holdings
32
Osaic Holdings
Arizona
$212K +$9.72K +203 +5%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$156K +$46.9K +979 +44%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$77.9K +$7.47K +156 +11%
MFS
35
Mattson Financial Services
Michigan
$76.3K +$4.26K +89 +6%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$63.2K +$19K +397 +43%
CFFP
37
Center for Financial Planning
Michigan
$47.3K
Morgan Stanley
38
Morgan Stanley
New York
$42.7K -$16.1K -337 -28%
GWM
39
Geneos Wealth Management
Colorado
$42.1K
MWA
40
Medallion Wealth Advisors
Connecticut
$26.5K +$26.3K +550 New
NA
41
NewEdge Advisors
Louisiana
$17.5K +$3.98K +83 +30%
CIAS
42
Capital Investment Advisory Services
North Carolina
$16.3K
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$7K +$48 +1 +0.7%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$5.4K +$5.41K +113 New
TRCT
45
Tower Research Capital (TRC)
New York
$5.3K -$50.3K -1,050 -91%
PCTC
46
Perkins Coie Trust Company
Washington
$5.3K
FFA
47
Farther Finance Advisors
California
$1.83K
CTC
48
Central Trust Company
Missouri
$627 +$623 +13 New
SPIA
49
Steward Partners Investment Advisory
New York
$627 +$623 +13 New
PSCM
50
Per Stirling Capital Management
Texas
-$2.84M -60,041 Closed