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JPMorgan Active Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
126
Robertson Stephens Wealth Management
California
$1.05M +$224K +4,181 +28%
BTI
127
Blue Trust Inc
Georgia
$1.03M -$33.7K -628 -3%
SGFG
128
Silver Grove Financial Group
New York
$984K +$974K +18,169 New
IA
129
Inspire Advisors
Idaho
$939K -$219K -4,081 -19%
Stifel Financial
130
Stifel Financial
Missouri
$934K +$355K +6,629 +62%
US Bancorp
131
US Bancorp
Minnesota
$917K -$496K -9,243 -35%
CAS
132
Coppell Advisory Solutions
Texas
$890K +$251K +4,682 +40%
WWA
133
WCG Wealth Advisors
Nevada
$844K +$836K +15,589 New
RIA
134
Regal Investment Advisors
Michigan
$819K +$175K +3,271 +28%
KWM
135
Kingsview Wealth Management
Oregon
$769K +$532K +9,912 +232%
AQR Capital Management
136
AQR Capital Management
Connecticut
$760K
MWA
137
MN Wealth Advisors
Kansas
$760K -$77.9K -1,452 -9%
RPSA
138
Richard P. Slaughter Associates
Texas
$746K +$738K +13,766 New
P
139
&Partners
Tennessee
$734K +$713K +13,291 New
BL
140
Balentine LLC
Georgia
$732K +$725K +13,512 New
TA
141
TrueWealth Advisors
Alabama
$685K +$75.9K +1,416 +13%
TCWM
142
Total Clarity Wealth Management
Illinois
$643K +$24.9K +464 +4%
PTC
143
Private Trust Company
Ohio
$638K +$57.4K +1,070 +10%
CD
144
Chapin Davis
Maryland
$613K
BFA
145
Beaumont Financial Advisors
Massachusetts
$609K -$112K -2,080 -16%
TPWA
146
Twin Peaks Wealth Advisors
California
$596K +$62.9K +1,173 +12%
BCA
147
Bay Colony Advisors
Massachusetts
$554K +$548K +10,220 New
Renaissance Technologies
148
Renaissance Technologies
New York
$546K +$541K +10,088 New
SWP
149
Summit Wealth Partners
Florida
$520K
VWA
150
Visionary Wealth Advisors
Illinois
$509K +$173K +3,220 +52%