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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
726
B. Riley Wealth Advisors
Florida
$262K -$17K -338 -6%
AFA
727
American Financial Advisors
Georgia
$260K +$260K +5,191 New
W
728
WealthOne
New York
$256K +$257K +5,120 New
GIA
729
Gladstone Institutional Advisory
Florida
$254K -$304K -6,054 -54%
SCM
730
Sterneck Capital Management
Missouri
$254K -$100K -2,000 -28%
HBT
731
Heartland Bank & Trust
Illinois
$254K – – –
EAM
732
Evanson Asset Management
California
$251K – – –
KIA
733
Kraematon Investment Advisors
Massachusetts
$251K +$201 +4 +0.1%
JFGIW
734
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$250K – – –
AOG
735
Alpha Omega Group
Virginia
$249K -$19.6K -390 -7%
JMFC
736
J.M. Forbes & Co
Massachusetts
$248K -$47.6K -948 -16%
CC
737
Callan Capital
California
$246K -$887K -17,676 -78%
TCM
738
TD Capital Management
Tennessee
$244K -$223K -4,436 -48%
LI
739
LVZ Inc
Michigan
$243K +$244K +4,858 New
3F
740
360 Financial
Minnesota
$241K +$50 +1 +0%
FAAM
741
First Ascent Asset Management
Colorado
$241K +$241K +4,806 New
LCWP
742
Legacy Capital Wealth Partners
Arkansas
$240K -$65.4K -1,304 -21%
BFS
743
Bickling Financial Services
Massachusetts
$236K -$156K -3,105 -40%
FFS
744
Founders Financial Securities
Maryland
$235K -$21.1K -421 -8%
C
745
Certuity
Florida
$230K +$50 +1 +0%
AF
746
Affiance Financial
Minnesota
$227K -$140K -2,800 -38%
SAM
747
Summit Asset Management
Tennessee
$224K – – –
LL
748
LPWM LLC
Minnesota
$220K +$221K +4,400 New
GAM
749
Gemmer Asset Management
California
$217K +$50 +1 +0%
CRI
750
Colonial River Investments
Virginia
$214K +$214K +4,266 New
28 29
30
31 32