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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
276
Segment Wealth Management
Texas
$396K +$396K +7,850 New
SDWIA
277
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$393K – – –
AWM
278
Aries Wealth Management
Maine
$393K +$393K +7,800 New
AFS
279
Access Financial Services
Minnesota
$391K +$391K +7,755 New
CG
280
CFO4Life Group
Texas
$383K -$1.62M -32,246 -81%
WAM
281
Wealthspire Advisors (Maryland)
Maryland
$379K – – –
CFA
282
Carroll Financial Associates
North Carolina
$378K -$72.6K -1,440 -16%
WC
283
Weil Company
California
$377K – – –
DADC
284
D.A. Davidson & Co
Montana
$372K +$372K +7,392 New
PA
285
Parallel Advisors
California
$354K -$583K -11,569 -62%
CBFP
286
Cedar Brook Financial Partners
Ohio
$351K -$156K -3,087 -31%
B
287
Bailard
California
$350K +$350K +6,955 New
CPO
288
Cerity Partners OCIO
New York
$347K +$141K +2,804 +69%
AIC
289
Ameritas Investment Company
Nebraska
$335K -$12.6M -249,090 -97%
FHA
290
Flagship Harbor Advisors
Massachusetts
$328K +$299K +5,943 +1,016%
IWM
291
IHT Wealth Management
Illinois
$318K +$47.8K +948 +18%
CCP
292
Clarkston Capital Partners
Michigan
$307K +$307K +6,093 New
PSG
293
Planning Solutions Group
Maryland
$306K +$74.8K +1,485 +32%
BRWA
294
B. Riley Wealth Advisors
Florida
$305K +$85.3K +1,692 +39%
APP
295
Avantax Planning Partners
Iowa
$303K -$224K -4,441 -43%
BFIM
296
Beese Fulmer Investment Management
Ohio
$302K – – –
TWM
297
Titus Wealth Management
California
$302K +$50.4K +1,000 +20%
FFG
298
Ford Financial Group
California
$302K +$302K +6,000 New
MFGP
299
Marshall Financial Group (Pennsylvania)
Pennsylvania
$301K +$301K +5,967 New
NL
300
NVWM LLC
Pennsylvania
$298K +$297K +5,895 New
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