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JPMorgan Active Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$15.7M -$351K -6,474 -2%
KPWS
52
Kestra Private Wealth Services
Texas
$15.4M +$667K +12,293 +5%
CA
53
CGN Advisors
Kansas
$15.2M +$291K +5,354 +2%
IAA
54
Independence Asset Advisors
Pennsylvania
$15.2M +$15.2M +279,465 New
PFA
55
Peak Financial Advisors
Colorado
$15M +$15.1M +278,276 New
KW
56
KWB Wealth
California
$14.8M +$6.51M +120,057 +78%
PWM
57
Pinnacle Wealth Management
California
$14.6M +$224K +4,128 +2%
EIA
58
Eldridge Investment Advisors
New Hampshire
$14.4M +$2.79M +51,419 +24%
Mariner
59
Mariner
Kansas
$14.3M +$4.23M +77,926 +42%
NA
60
NewEdge Advisors
Louisiana
$12.5M +$1.41M +26,009 +13%
AWA
61
Argo Wealth Advisory
Virginia
$12M +$12M +221,010 New
YWS
62
Yarger Wealth Strategies
Ohio
$11.9M +$6.88M +126,795 +135%
SAI
63
Savvy Advisors Inc
New York
$11.4M -$54 -1 -0%
CBB
64
Citizens Business Bank
California
$11.3M +$21.7K +400 +0.2%
RA
65
Ruggaard & Associates
Ohio
$11.2M -$1.27M -23,345 -10%
AWM
66
Axxcess Wealth Management
California
$10.8M +$2.28M +42,085 +27%
GFG
67
Goldstone Financial Group
Illinois
$10.6M +$900K +16,584 +9%
SA
68
Sanctuary Advisors
Indiana
$10.4M +$5.36M +98,866 +107%
OWM
69
Opes Wealth Management
California
$9.96M +$51.3K +945 +0.5%
WA
70
WBH Advisory
Maryland
$9.91M +$2.63M +48,408 +36%
CAWM
71
Capital Advisors Wealth Management
Washington
$9.63M +$9.17M +169,022 +1,844%
GRP
72
Global Retirement Partners
California
$9.53M +$1.73M +31,806 +22%
CAM
73
Cobblestone Asset Management
Virginia
$9.17M -$13.3K -245 -0.1%
SA
74
Sonoma Allocations
California
$9.16M -$5.28M -97,270 -36%
RHP
75
Royal Harbor Partners
Texas
$9.07M +$170K +3,138 +2%