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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
351
Oldfather Financial Services
Nebraska
$913K +$471K +9,354 +109%
VWM
352
Vigilare Wealth Management
Arizona
$912K +$905K +17,968 New
TFA
353
Tobias Financial Advisors
Florida
$894K +$562K +11,166 +173%
CWA
354
Capital Wealth Alliance
Arizona
$891K -$867K -17,208 -49%
WS
355
Wedbush Securities
California
$888K -$320K -6,356 -27%
BHWM
356
Bay Harbor Wealth Management
Maryland
$882K -$14.7K -291 -2%
PIMG
357
Patriot Investment Management Group
Tennessee
$868K +$550K +10,925 +177%
1IA
358
1834 Investment Advisors
Wisconsin
$860K -$157K -3,112 -16%
NC
359
NewSquare Capital
Pennsylvania
$830K +$824K +16,360 New
VWM
360
Venturi Wealth Management
Texas
$822K +$73K +1,450 +10%
OMC
361
Old Mission Capital
Illinois
$795K -$1.04M -20,663 -57%
VWA
362
Visionary Wealth Advisors
Illinois
$791K +$785K +15,584 New
IAN
363
Integrated Advisors Network
Texas
$790K +$784K +15,571 New
RFN
364
RDA Financial Network
Iowa
$787K -$5.04K -100 -0.6%
FM
365
Foster & Motley
Ohio
$784K +$397K +7,874 +104%
KWM
366
Kingsview Wealth Management
Oregon
$780K +$31.4K +623 +4%
AP
367
Americana Partners
Texas
$778K +$563K +11,187 +269%
PCM
368
Parsons Capital Management
Rhode Island
$770K +$765K +15,180 New
SAM
369
Secure Asset Management
Michigan
$759K +$357K +7,088 +90%
CCM
370
Condor Capital Management
New Jersey
$755K +$750K +14,889 New
NF
371
Nikulski Financial
Iowa
$732K -$45.6K -905 -6%
MIAN
372
Mariner Independent Advisor Network
Kansas
$730K -$386K -7,671 -35%
GPWA
373
Great Point Wealth Advisors
Massachusetts
$727K – – –
SIM
374
Stratos Investment Management
Ohio
$722K +$135K +2,680 +23%
OC
375
Oppenheimer & Co
New York
$720K +$7.81K +155 +1%