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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VVP
676
Venture Visionary Partners
Ohio
$646K +$645K +12,800 New
BMA
677
Brooks Moore & Associates
Tennessee
$640K -$50.4K -1,000 -7%
EAM
678
Empirical Asset Management
Massachusetts
$638K +$636K +12,633 New
TCWM
679
Total Clarity Wealth Management
Illinois
$634K +$237K +4,704 +60%
TFA
680
Tobias Financial Advisors
Florida
$632K -$1.91K -38 -0.3%
RFN
681
Redwood Financial Network
Ohio
$631K -$94.8K -1,882 -13%
NL
682
NWAM LLC
Washington
$631K +$51.8K +1,028 +9%
Brown Advisory
683
Brown Advisory
Maryland
$630K +$73.5K +1,459 +13%
OFS
684
OneAscent Financial Services
Alabama
$627K +$625K +12,418 New
WJWM
685
Williams Jones Wealth Management
New York
$626K – – –
WP
686
WealthShield Partners
North Carolina
$621K +$2.57K +51 +0.4%
SFC
687
SYM Financial Corp
Indiana
$620K -$747K -14,842 -55%
RBFC
688
Roman Butler Fullerton & Co
Missouri
$619K +$7K +139 +1%
RJT
689
Raymond James Trust
Florida
$617K +$7.25K +144 +1%
PCA
690
Pallas Capital Advisors
Massachusetts
$616K – – –
RIA
691
Regal Investment Advisors
Michigan
$615K -$34.2K -680 -5%
CI
692
CPR Investments
Michigan
$615K +$613K +12,179 New
AFS
693
Access Financial Services
Minnesota
$614K +$8.11K +161 +1%
LAM
694
Lifestyle Asset Management
Texas
$607K -$16.4K -325 -3%
IPAM
695
Investment Partners Asset Management
New Jersey
$607K – – –
FPAS
696
Focus Partners Advisor Solutions
Missouri
$603K +$340K +6,748 +130%
TDC
697
Thompson Davis & Co
Virginia
$586K +$210K +4,161 +56%
JSW
698
Journey Strategic Wealth
New Jersey
$582K +$66.2K +1,315 +13%
SFI
699
SPC Financial Inc
Maryland
$575K -$99K -1,966 -15%
SAM
700
SignalPoint Asset Management
Missouri
$571K -$5.04K -100 -0.9%