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JPMorgan Active Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
226
Newman Dignan & Sheerar Inc
Rhode Island
$320K – – –
PWM
227
Purus Wealth Management
California
$312K +$314K +5,779 New
PFW
228
Petros Family Wealth
Minnesota
$306K +$307K +5,654 New
BWM
229
BAM Wealth Management
Colorado
$300K +$301K +5,546 New
FF
230
Farrell Financial
New York
$295K +$296K +5,463 New
FTS
231
Fifth Third Securities
Ohio
$287K +$68.4K +1,261 +31%
GWM
232
Geneos Wealth Management
Colorado
$283K +$137K +2,519 +93%
AA
233
Auxano Advisors
Washington
$280K +$281K +5,187 New
CA
234
Cambridge Advisors
Nebraska
$266K +$267K +4,928 New
QPWM
235
Quadrant Private Wealth Management
Pennsylvania
$266K – – –
WIA
236
World Investment Advisors
California
$249K +$250K +4,604 New
LA
237
Latitude Advisors
Florida
$248K +$2.28K +42 +0.9%
HFA
238
High Falls Advisors
New York
$246K +$11.8K +218 +5%
PFS
239
Prospect Financial Services
New York
$242K +$18.4K +340 +8%
AF
240
Advisornet Financial
Minnesota
$232K +$104K +1,921 +81%
BDFN
241
Bond & Devick Financial Network
Minnesota
$221K – – –
SWP
242
Semus Wealth Partners
Florida
$216K +$216K +3,989 New
KA
243
Kure Advisory
Minnesota
$216K +$216K +3,986 New
KFP
244
Kerr Financial Planning
California
$213K +$99K +1,824 +86%
CSP
245
Cary Street Partners
Virginia
$166K +$51.1K +941 +44%
MCM
246
MidAtlantic Capital Management
Virginia
$157K +$158K +2,910 New
Morgan Stanley
247
Morgan Stanley
New York
$144K -$91.2K -1,681 -39%
TFA
248
Transamerica Financial Advisors
Florida
$142K +$142K +2,617 New
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$117K +$118K +2,172 New
RFP
250
Root Financial Partners
California
$95.3K +$95.6K +1,762 New