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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
301
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$393K
FFG
302
Ford Financial Group
California
$393K +$90.7K +1,798 +30%
Creative Planning
303
Creative Planning
Kansas
$389K -$65.3K -1,295 -14%
TP
304
Tranquility Partners
Tennessee
$388K +$388K +7,685 New
SWM
305
Sanctuary Wealth Management
Idaho
$386K -$860K -17,035 -69%
CFA
306
Carroll Financial Associates
North Carolina
$380K +$1.26K +25 +0.3%
WAM
307
Wealthspire Advisors (Maryland)
Maryland
$379K
B
308
Bailard
California
$376K +$25.2K +500 +7%
RA
309
RFG Advisory
Alabama
$372K -$73.7K -1,460 -17%
IWM
310
IHT Wealth Management
Illinois
$364K +$45.4K +900 +14%
FHA
311
Flagship Harbor Advisors
Massachusetts
$354K +$25.7K +510 +8%
BRWA
312
B. Riley Wealth Advisors
Florida
$352K +$47.4K +940 +16%
MFG
313
Merit Financial Group
Georgia
$349K +$349K +6,921 New
SWM
314
Segment Wealth Management
Texas
$339K -$56.5K -1,120 -14%
MMM
315
Mendel Money Management
Illinois
$338K +$338K +6,700 New
TCM
316
TD Capital Management
Tennessee
$337K +$201K +3,979 +147%
SMG
317
Spectrum Management Group
Indiana
$329K -$388K -7,694 -54%
RHBC
318
R.H. Bluestein & Co
Michigan
$328K +$328K +6,500 New
QAM
319
Q3 Asset Management
Michigan
$313K -$276K -5,469 -47%
PA
320
Parallel Advisors
California
$305K -$49.5K -981 -14%
TWM
321
Titus Wealth Management
California
$305K +$2.52K +50 +0.8%
APP
322
Avantax Planning Partners
Iowa
$305K +$2.83K +56 +0.9%
BFIM
323
Beese Fulmer Investment Management
Ohio
$303K
MFGP
324
Marshall Financial Group (Pennsylvania)
Pennsylvania
$303K +$2.07K +41 +0.7%
CPO
325
Cerity Partners OCIO
New York
$283K -$63.9K -1,267 -18%