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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHFP
351
Blom & Howell Financial Planning
California
$5.91M +$5.92M +116,832 New
CPIG
352
Chicago Partners Investment Group
Illinois
$5.79M -$402K -7,932 -6%
BAM
353
BOS Asset Management
Illinois
$5.77M +$90.8K +1,793 +2%
WAM
354
Worth Asset Management
Texas
$5.72M +$5.73M +113,124 New
SC
355
Savant Capital
Illinois
$5.72M -$530K -10,456 -8%
PAG
356
Paladin Advisory Group
Iowa
$5.7M -$208K -4,097 -4%
OWP
357
ORG Wealth Partners
Texas
$5.65M +$1.39M +27,488 +33%
GCA
358
Gradient Capital Advisors
California
$5.63M -$758K -14,952 -12%
SA
359
Skyline Advisors
Washington
$5.6M +$305K +6,024 +6%
SWM
360
Silverlake Wealth Management
Vermont
$5.57M +$945K +18,652 +20%
OWA
361
OakTrust Wealth Advisors
Connecticut
$5.5M +$5.51M +108,702 New
CHWM
362
Cauble & Harre Wealth Management
Missouri
$5.45M +$5.44M +107,324 New
WB
363
Webster Bank
Connecticut
$5.43M +$1.16M +22,815 +27%
SAA
364
Southeast Asset Advisors
Georgia
$5.42M +$1.48M +29,245 +38%
CCA
365
Cravens & Co Advisors
Tennessee
$5.29M +$5.29M +104,395 New
GRP
366
Global Retirement Partners
California
$5.2M -$858K -16,934 -14%
IIA
367
Integral Investment Advisors
California
$5.19M +$168K +3,318 +3%
PPWM
368
Paragon Private Wealth Management
Kentucky
$5.17M +$1.31M +25,791 +34%
E
369
Entelevest
Florida
$5.16M +$5.16M +101,902 New
AWMS
370
Advocacy Wealth Management Services
Georgia
$5.15M -$201K -3,972 -4%
WG
371
WMS Group
Louisiana
$5.12M +$5.13M +101,231 New
WETS
372
Wealth Enhancement Trust Services
South Dakota
$5.12M +$5.13M +101,206 New
PPWM
373
Perissos Private Wealth Management
Oklahoma
$5.1M +$36.5K +720 +0.7%
SWM
374
Sherman Wealth Management
Maryland
$5.08M +$5.09M +100,431 New
NFTC
375
North Forty Two & Co
Oregon
$5.08M -$167K -3,295 -3%