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JPMorgan Active Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SVWG
276
Shared Vision Wealth Group
United States
$226K +$227K +4,200 New
SWP
277
Semus Wealth Partners
Florida
$220K +$5.31K +98 +2%
BDFN
278
Bond & Devick Financial Network
Minnesota
$220K
Cerity Partners
279
Cerity Partners
New York
$216K -$706K -13,047 -76%
BFWM
280
Bright Futures Wealth Management
New York
$215K +$217K +4,001 New
KFP
281
Kerr Financial Planning
California
$212K
ORC
282
O'Rourke & Company
Massachusetts
$201K +$203K +3,744 New
ASN
283
Advisory Services Network
Georgia
$189K +$190K +3,507 New
JWA
284
JFS Wealth Advisors
Pennsylvania
$98.7K +$25K +462 +34%
Rockefeller Capital Management
285
Rockefeller Capital Management
New York
$86.2K -$30.8K -568 -26%
PRAG
286
Portfolio Resources Advisor Group
Florida
$82.9K +$7.91K +146 +10%
BL
287
Balentine LLC
Georgia
$77.5K -$538K -9,929 -87%
SPIA
288
Steward Partners Investment Advisory
New York
$75.5K +$758 +14 +1%
CPG
289
Cornerstone Planning Group
New Jersey
$75.3K +$38.8K +716 +103%
OHWP
290
Oak Harbor Wealth Partners
North Carolina
$64.8K +$50.7K +937 +348%
WTC
291
WhitTier Trust Company
Nevada
$64.8K
TAR
292
Trask Adam Roland
$61.8K +$62.3K +1,150 New
CA
293
Clearstead Advisors
Ohio
$57.7K
LFA
294
LGT Financial Advisors
Texas
$57.3K +$28.6K +528 +98%
NEWAS
295
N.E.W. Advisory Services
Wisconsin
$53.8K +$54.1K +1,000 New
TFA
296
Transamerica Financial Advisors
Florida
$52.3K -$89.1K -1,646 -63%
ACA
297
Aptus Capital Advisors
Alabama
$33.2K -$9.96K -184 -23%
CAL
298
Capital Analysts LLC
Pennsylvania
$28K +$22.6K +417 +393%
RFS
299
Richardson Financial Services
Massachusetts
$26.5K -$271 -5 -1%
MSFP
300
Mark Sheptoff Financial Planning
Connecticut
$25.8K -$24.5K -452 -48%