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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
376
Herold Advisors
New York
$4.63M +$332K +6,571 +8%
SW
377
SlateStone Wealth
Florida
$4.63M – – –
AR
378
Apeiron RIA
Texas
$4.6M -$34.4K -681 -0.7%
CFS
379
CRA Financial Services
New Jersey
$4.6M +$1.18M +23,445 +35%
GWM
380
GK Wealth Management
Nevada
$4.59M -$254K -5,035 -5%
LC
381
Legacy CG
Texas
$4.58M -$642K -12,701 -12%
GM
382
GeoWealth Management
Illinois
$4.56M +$557K +11,031 +14%
PFA
383
Plotkin Financial Advisors
Maryland
$4.55M +$391K +7,735 +9%
PMG
384
ProVise Management Group
Florida
$4.54M -$1.98M -39,261 -30%
SFWC
385
Strategic Family Wealth Counselors
New Jersey
$4.53M +$102K +2,018 +2%
NCG
386
Newport Capital Group
New Jersey
$4.51M +$629K +12,453 +16%
Baird Financial Group
387
Baird Financial Group
Wisconsin
$4.51M +$1.07M +21,278 +31%
WAOTB
388
Wealth Advisors of Tampa Bay
Florida
$4.51M +$4.5M +88,993 New
FFS
389
Flavin Financial Services
Florida
$4.49M +$240K +4,744 +6%
WAG
390
Winthrop Advisory Group
Massachusetts
$4.48M -$458K -9,068 -9%
WIM
391
Westside Investment Management
California
$4.48M -$1.94M -38,368 -30%
EA
392
Ergawealth Advisors
Illinois
$4.47M +$84.5K +1,672 +2%
WOC
393
West Oak Capital
California
$4.45M +$2.31M +45,770 +109%
IWM
394
IHT Wealth Management
Illinois
$4.44M -$598K -11,834 -12%
CIA
395
Concurrent Investment Advisors
Florida
$4.43M +$792K +15,681 +22%
AHC
396
Adell Harriman & Carpenter
Texas
$4.36M -$20.2K -400 -0.5%
FAM
397
Formidable Asset Management
Ohio
$4.33M +$134K +2,644 +3%
PWP
398
Principle Wealth Partners
Connecticut
$4.33M -$2.55M -50,537 -37%
PPWM
399
Perissos Private Wealth Management
Oklahoma
$4.31M +$777K +15,378 +22%
CCMG
400
Clark Capital Management Group
Pennsylvania
$4.3M -$8.67M -171,548 -67%