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JPMorgan Realty Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
51
Medallion Wealth Advisors
Connecticut
$26.4K – – –
AWM
52
AE Wealth Management
Kansas
$24.4K +$10.9K +223 +79%
WOSD
53
WFA of San Diego
California
$21.3K – – –
SAM
54
Smartleaf Asset Management
Massachusetts
$20.2K – – –
NA
55
NewEdge Advisors
Louisiana
$18.6K +$342 +7 +2%
ATPW
56
Ashton Thomas Private Wealth
Arizona
$17.8K +$18.1K +371 New
CIAS
57
Capital Investment Advisory Services
North Carolina
$16.3K – – –
FFA
58
Farther Finance Advisors
California
$12.9K -$733 -15 -5%
PA
59
Parallel Advisors
California
$6.34K +$6.45K +132 New
VR
60
Vision Retirement
New Jersey
$4.15K – – –
Vanguard Advisers Inc
61
Vanguard Advisers Inc
Pennsylvania
$2.12K +$2.15K +44 New
SPIA
62
Steward Partners Investment Advisory
New York
$625 – – –
Bank of America
63
Bank of America
North Carolina
– -$849K -18,185 Closed
HCM
64
Hengehold Capital Management
Ohio
– -$208K -4,451 Closed
KAS
65
Kestra Advisory Services
Texas
– -$44.9K -962 Closed
OSAM
66
O'Shaughnessy Asset Management
Connecticut
– -$30.6K -655 Closed
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
– -$18K -386 Closed
FHA
68
Flagship Harbor Advisors
Massachusetts
– -$10.1K -215 Closed
US Bancorp
69
US Bancorp
Minnesota
– -$2.99K -64 Closed