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JPMorgan Ultra-Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1026
Lantern Wealth Advisors
New York
$247K +$8.26K +163 +3%
ATWA
1027
Arbor Trust Wealth Advisors
Michigan
$247K -$98.6K -1,946 -29%
AGC
1028
Aspen Grove Capital
Colorado
$245K +$245K +4,831 New
PNC Financial Services Group
1029
PNC Financial Services Group
Pennsylvania
$244K +$86.4K +1,706 +55%
TB
1030
Terril Brothers
Missouri
$243K – – –
AMM
1031
American Money Management
California
$243K +$1.01K +20 +0.4%
LWM
1032
Lakeridge Wealth Management
Ohio
$241K +$10.4K +206 +5%
SRA
1033
Secured Retirement Advisors
Minnesota
$241K -$48.9K -965 -17%
Envestnet Portfolio Solutions
1034
Envestnet Portfolio Solutions
Illinois
$241K +$2.79K +55 +1%
KWS
1035
Keystone Wealth Services
California
$236K +$237K +4,669 New
BAM
1036
Belleair Asset Management
Florida
$235K +$236K +4,655 New
CMMS
1037
Comprehensive Money Management Services
Florida
$235K -$104K -2,050 -31%
SAI
1038
Savvy Advisors Inc
New York
$235K +$236K +4,649 New
LJHT
1039
Laurie J. Hall Trustee
$234K – – –
PWA
1040
Physician Wealth Advisors
Utah
$232K -$82.6K -1,631 -26%
TWM
1041
Troutman Wealth Management
Pennsylvania
$231K +$232K +4,575 New
FAL
1042
Focused Alpha LLC
Colorado
$229K +$229K +4,528 New
MW
1043
MBL Wealth
North Carolina
$228K -$232K -4,587 -50%
TCP
1044
TMB Capital Partners
Arkansas
$227K +$228K +4,493 New
DWS
1045
Discipline Wealth Solutions
South Carolina
$226K +$227K +4,471 New
ES
1046
ETF Store
Kansas
$226K +$2.43K +48 +1%
PF
1047
Prota Financial
Texas
$224K +$225K +4,432 New
KF
1048
K2 Financial
California
$224K -$27.6K -545 -11%
BlackRock
1049
BlackRock
New York
$223K +$40.8K +805 +22%
Fisher Asset Management
1050
Fisher Asset Management
Washington
$221K +$221K +4,370 New