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JPMorgan Realty Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
26
Swisher Financial Concepts
Ohio
$574K -$165K -3,488 -22%
Osaic Holdings
27
Osaic Holdings
Arizona
$536K +$320K +6,782 +154%
CAC
28
Certified Advisory Corp
Florida
$432K +$2.55K +54 +0.6%
MAMG
29
Milestone Asset Management Group
Connecticut
$429K +$1.75K +37 +0.4%
BAM
30
Belpointe Asset Management
Nevada
$401K -$20.6K -437 -5%
WA
31
Whipplewood Advisors
Colorado
$390K +$225K +4,758 +139%
MML Investors Services
32
MML Investors Services
Massachusetts
$355K -$2.5K -53 -0.7%
BCI
33
Brinker Capital Investments
Pennsylvania
$313K +$310K +6,575 New
JWCA
34
J.W. Cole Advisors
Florida
$224K +$47 +1 +0%
HCM
35
Hengehold Capital Management
Ohio
$212K
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$206K +$142K +3,002 +229%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$166K +$12.3K +260 +8%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$78.7K +$1.7K +36 +2%
CFFP
39
Center for Financial Planning
Michigan
$46.7K
Bank of America
40
Bank of America
North Carolina
$43K -$764K -16,189 -95%
Morgan Stanley
41
Morgan Stanley
New York
$42.4K +$189 +4 +0.5%
GWM
42
Geneos Wealth Management
Colorado
$41.6K
GRP
43
Global Retirement Partners
California
$36.7K +$36.4K +771 New
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$31.2K +$30.9K +655 New
MWA
45
Medallion Wealth Advisors
Connecticut
$26.4K
WOSD
46
WFA of San Diego
California
$21.1K +$20.9K +443 New
SAM
47
Smartleaf Asset Management
Massachusetts
$20.2K +$20.1K +426 New
AF
48
Advisornet Financial
Minnesota
$18.7K +$18.5K +392 New
NA
49
NewEdge Advisors
Louisiana
$17.4K +$142 +3 +0.8%
CIAS
50
Capital Investment Advisory Services
North Carolina
$16.1K