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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
226
Bouchey Financial Group
New York
$456K -$65K -1,295 -12%
APC
227
Aspire Private Capital
North Carolina
$437K +$437K +8,711 New
APP
228
Avantax Planning Partners
Iowa
$418K +$367K +7,303 +702%
TB
229
Terril Brothers
Missouri
$406K – – –
SDWIA
230
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$391K +$391K +7,790 New
BSG
231
Black Swift Group
Colorado
$388K +$388K +7,740 New
FPCP
232
Fort Point Capital Partners
California
$387K +$149K +2,971 +63%
WAM
233
Wealthspire Advisors (Maryland)
Maryland
$377K +$377K +7,516 New
Bank of Nova Scotia
234
Bank of Nova Scotia
Ontario, Canada
$376K +$376K +7,500 New
WC
235
Weil Company
California
$375K – – –
SSWM
236
Sheets Smith Wealth Management
North Carolina
$366K – – –
GVAG
237
Great Valley Advisor Group
Delaware
$366K +$366K +7,300 New
QAM
238
Questar Asset Management
Minnesota
$351K +$351K +7,000 New
BRA
239
Biechele Royce Advisors
Indiana
$332K +$23.1K +460 +7%
TWM
240
Titus Wealth Management
California
$326K +$326K +6,504 New
DWT
241
Dorsey & Whitney Trust
South Dakota
$325K +$326K +6,490 New
JFGLC
242
Johnson Financial Group LLC (Colorado)
Colorado
$325K +$326K +6,490 New
LFAS
243
Level Four Advisory Services
Texas
$296K -$344K -6,860 -54%
VAM
244
Verity Asset Management
North Carolina
$290K +$290K +5,788 New
NWP
245
Northstar Wealth Partners
Connecticut
$284K +$23.1K +460 +9%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$281K +$203K +4,040 +259%
IFAM
247
Institutional & Family Asset Management
Colorado
$280K +$1.41K +28 +0.5%
CWM
248
Cornerstone Wealth Management
Missouri
$277K +$277K +5,520 New
TFO
249
Tarbox Family Office
California
$273K +$274K +5,450 New
BF
250
BOK Financial
Oklahoma
$272K +$273K +5,430 New