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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
701
BlackDiamond Wealth Management
New York
$569K +$72.1K +1,437 +15%
PA
702
Prossimo Advisors
California
$564K
CBFP
703
Cedar Brook Financial Partners
Ohio
$561K +$301K +6,004 +116%
AUB
704
Atlantic Union Bankshares
Virginia
$560K +$23.6K +470 +4%
BWP
705
Balboa Wealth Partners
Arizona
$559K -$6.27K -125 -1%
NEPWA
706
New England Private Wealth Advisors
Massachusetts
$559K -$398K -7,939 -42%
WP
707
WealthShield Partners
North Carolina
$540K +$89.2K +1,777 +20%
IHWM
708
Iron Horse Wealth Management
Iowa
$532K -$5.28M -105,238 -91%
SFS
709
Security Financial Services
Indiana
$507K -$10.3K -205 -2%
CW
710
Channel Wealth
California
$506K -$184K -3,658 -27%
BFW
711
Brady Family Wealth
Missouri
$502K +$1.46K +29 +0.3%
BCM
712
Barometer Capital Management
Ontario, Canada
$502K +$507K +10,100 New
State Farm Mutual Automobile Insurance
713
State Farm Mutual Automobile Insurance
Illinois
$501K
Bank of New York Mellon
714
Bank of New York Mellon
New York
$492K +$30.5K +608 +7%
SWP
715
Semus Wealth Partners
Florida
$490K -$249K -4,956 -34%
KW
716
KWB Wealth
California
$488K +$80.9K +1,612 +20%
RFN
717
Redwood Financial Network
Ohio
$487K +$219K +4,357 +81%
EWM
718
Executive Wealth Management
Michigan
$482K -$23.2K -463 -5%
RIA
719
Regal Investment Advisors
Michigan
$480K +$37.2K +742 +8%
SMA
720
Sage Mountain Advisors
Georgia
$480K +$61K +1,216 +15%
SAF
721
Smith Anglin Financial
Texas
$479K +$5.37K +107 +1%
ICP
722
Ironvine Capital Partners
Nebraska
$473K
AMIM
723
Aull & Monroe Investment Management
Alabama
$470K
IIM
724
InTrack Investment Management
Vermont
$470K +$470K +9,369 New
NAS
725
Nicolet Advisory Services
Wisconsin
$470K +$472K +9,403 New