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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
426
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.96M -$1.16M -23,195 -28%
VF
427
Vawter Financial
Ohio
$2.95M +$2.95M +58,803 New
DCM
428
Donaldson Capital Management
Indiana
$2.94M -$372K -7,417 -11%
SSW
429
Stone Summit Wealth
Florida
$2.89M +$1.41M +28,197 +95%
RPSA
430
Richard P. Slaughter Associates
Texas
$2.89M -$762K -15,202 -21%
WB
431
Webster Bank
Connecticut
$2.88M +$2.22M +44,279 +335%
Baird Financial Group
432
Baird Financial Group
Wisconsin
$2.85M +$510K +10,181 +22%
LA
433
Latitude Advisors
Florida
$2.84M -$838K -16,725 -23%
AA
434
Advisory Alpha
Michigan
$2.83M +$157K +3,124 +6%
EP
435
Eudaimonia Partners
Tennessee
$2.82M +$2.82M +56,192 New
Brown Advisory
436
Brown Advisory
Maryland
$2.81M +$2.81M +55,967 New
MBT
437
Montecito Bank & Trust
California
$2.77M +$50.8K +1,013 +2%
VAS
438
Vestmark Advisory Solutions
Massachusetts
$2.75M +$1.49M +29,626 +118%
BA
439
Bridge Advisory
California
$2.73M +$2.73M +54,477 New
AHC
440
Anderson Hoagland & Co
Missouri
$2.73M -$2.08M -41,562 -43%
JIC
441
Joel Isaacson & Co
New York
$2.72M -$62.7K -1,250 -2%
MSFS
442
Main Street Financial Solutions
Pennsylvania
$2.71M -$1.07M -21,390 -28%
GWM
443
Greenwich Wealth Management
Connecticut
$2.68M -$68.4K -1,365 -2%
CA
444
Cambridge Advisors
Nebraska
$2.67M +$104K +2,069 +4%
FT
445
Fiduciary Trust
Massachusetts
$2.67M -$2.09M -41,674 -44%
MA
446
Modus Advisors
Minnesota
$2.67M -$1.53M -30,566 -37%
GL
447
Graypoint LLC
New York
$2.65M -$622K -12,407 -19%
AA
448
Auxano Advisors
Washington
$2.64M -$1.91K -38 -0.1%
GC
449
Gratus Capital
Georgia
$2.63M -$2.32M -46,355 -47%
LWP
450
Laurel Wealth Planning
Minnesota
$2.61M +$459K +9,156 +21%