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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
926
Bogart Wealth LLC
Virginia
$2.61K -$79.7K -1,590 -97%
RFS
927
Retirement Financial Solutions
Tennessee
$2.51K +$2.51K +50 New
FCMT
928
Founders Capital Management (Texas)
Texas
$2K – – –
RWM
929
Ruedi Wealth Management
Illinois
$681 +$50 +1 New
SPWM
930
Spartan Planning & Wealth Management
North Carolina
$201 – – –
SFC
931
SYM Financial Corp
Indiana
$50 -$251 -5 -83%
HNB
932
Huntington National Bank
Ohio
$50 – – –
GWSA
933
Global Wealth Strategies & Associates
Colorado
$7 – – –
FWM
934
Foresight Wealth Management
Utah
– -$33.6M -669,646 Closed
ACG
935
Allen Capital Group
Nebraska
– -$26.1M -519,542 Closed
RCS
936
Retirement Capital Strategies
California
– -$19M -379,431 Closed
Neuberger Berman Group
937
Neuberger Berman Group
New York
– -$15.6M -311,576 Closed
PCMN
938
Paradigm Capital Management (Nevada)
Nevada
– -$14.5M -289,658 Closed
SAM
939
Synergy Asset Management
Washington
– -$10.9M -217,417 Closed
NP
940
NorthRock Partners
Minnesota
– -$6.15M -122,534 Closed
FF
941
Friedenthal Financial
New Jersey
– -$5.13M -102,221 Closed
HCM
942
Hollencrest Capital Management
California
– -$4.19M -83,610 Closed
APA
943
Astoria Portfolio Advisors
New York
– -$3.77M -75,074 Closed
HIC
944
Hartline Investment Corp
Illinois
– -$3.69M -73,469 Closed
GA
945
GoalVest Advisory
New York
– -$2.98M -59,313 Closed
TL
946
Tradewinds LLC
North Carolina
– -$1.99M -39,755 Closed
CIBC Private Wealth Group
947
CIBC Private Wealth Group
Georgia
– -$1.71M -34,099 Closed
SW
948
Simplicity Wealth
New Jersey
– -$1.7M -33,927 Closed
SEIA
949
Signature Estate & Investment Advisors
California
– -$1.36M -27,072 Closed
SWM
950
Segment Wealth Management
Texas
– -$1.23M -24,500 Closed