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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
501
Cedar Brook Financial Partners
Ohio
$476K +$36.6K +721 +8%
TSS
502
Two Sigma Securities
New York
$463K +$15.5K +305 +3%
WFA
503
Wipfli Financial Advisors
Wisconsin
$461K +$461K +9,072 New
SCM
504
Sterneck Capital Management
Missouri
$458K -$2.29K -45 -0.5%
BWFA
505
Baltimore-Washington Financial Advisors
Maryland
$455K +$456K +8,974 New
CAM
506
Cozad Asset Management
Illinois
$454K +$198K +3,890 +77%
BWM
507
BCGM Wealth Management
Indiana
$439K +$439K +8,645 New
WP
508
WealthPLAN Partners
Nebraska
$436K -$146K -2,870 -25%
APA
509
Allegiant Private Advisors
Florida
$428K +$428K +8,425 New
MOS
510
MGO One Seven
Ohio
$423K -$95.7K -1,885 -18%
WAS
511
Wealth Advisory Solutions
Indiana
$423K
GPWA
512
Great Point Wealth Advisors
Massachusetts
$419K -$309K -6,084 -42%
KNW
513
Kesler Norman & Wride
Utah
$414K +$414K +8,156 New
DWM
514
Doyle Wealth Management
Florida
$409K +$96.5K +1,900 +31%
SFM
515
Signet Financial Management
New Jersey
$407K -$24.5K -482 -6%
LSPW
516
Lake Street Private Wealth
Illinois
$406K +$406K +7,995 New
RRA
517
Round Rock Advisors
Connecticut
$393K +$393K +7,739 New
SWP
518
Strategic Wealth Partners
Ohio
$390K +$74K +1,458 +23%
CFA
519
Carroll Financial Associates
North Carolina
$389K -$18.9K -373 -5%
CIA
520
Capital Investment Advisors
Georgia
$385K +$385K +7,583 New
APW
521
Aurora Private Wealth
New Jersey
$370K +$370K +7,286 New
HWA
522
Heartwood Wealth Advisors
Virginia
$365K -$49.1K -966 -12%
BRWA
523
B. Riley Wealth Advisors
Florida
$364K +$1.93K +38 +0.5%
QAM
524
Q3 Asset Management
Michigan
$364K +$151K +2,964 +70%
SFSIG
525
San Francisco Sentry Investment Group
California
$356K +$152 +3 +0%