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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
Saxony Capital Management
Missouri
$3.13M -$174K -3,703 -5%
AG
227
Ascent Group
Virginia
$2.99M -$237K -5,064 -7%
HWA
228
Heritage Wealth Architects
Minnesota
$2.96M +$618K +13,173 +26%
CAWM
229
Capital Advisors Wealth Management
Washington
$2.92M +$219K +4,672 +8%
LA
230
LexAurum Advisors
Kansas
$2.92M +$109K +2,334 +4%
OPTFSNA
231
Old Point Trust & Financial Services N A
Virginia
$2.91M +$562K +11,981 +24%
IFG
232
Independent Financial Group
California
$2.89M +$253K +5,389 +10%
GWM
233
Greenline Wealth Management
Florida
$2.89M +$716K +15,261 +33%
HAG
234
HighPoint Advisor Group
Illinois
$2.84M +$2.84M +60,588 New
TNBTD
235
Trustmark National Bank Trust Department
Mississippi
$2.76M -$6.42K -137 -0.2%
BTD
236
BankPlus Trust Department
Mississippi
$2.73M +$58.8K +1,253 +2%
RCP
237
Rothschild Capital Partners
New York
$2.7M +$1.32M +28,245 +97%
TGAM
238
TBH Global Asset Management
Tennessee
$2.69M -$1.64M -35,058 -38%
IA
239
IFP Advisors
Florida
$2.66M +$222K +4,725 +9%
EH
240
Equitable Holdings
New York
$2.62M -$1.51M -32,241 -37%
OCWP
241
Owl Creek Wealth Partners
Colorado
$2.6M -$528K -11,254 -17%
IWC
242
Integrated Wealth Concepts
Massachusetts
$2.59M +$636K +13,562 +33%
WAP
243
Wealthcare Advisory Partners
Pennsylvania
$2.55M +$134K +2,863 +6%
EIP
244
Ellis Investment Partners
Pennsylvania
$2.54M +$398K +8,485 +19%
AGP
245
Autumn Glory Partners
Texas
$2.52M – – –
TFS
246
Thoroughbred Financial Services
Tennessee
$2.5M +$6.37M +135,755 +360%
MCM
247
MidAtlantic Capital Management
Virginia
$2.5M -$451K -9,609 -15%
Creative Planning
248
Creative Planning
Kansas
$2.47M -$132K -2,825 -5%
APFP
249
Action Point Financial Planning
Michigan
$2.44M +$2.43M +51,877 New
BEI
250
Benjamin Edwards Inc
Missouri
$2.41M +$95.9K +2,044 +4%