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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAWA
226
Palo Alto Wealth Advisors
California
$780K +$255K +5,443 +48%
Lido Advisors
227
Lido Advisors
California
$759K -$7.83K -167 -1%
GWM
228
Greenwich Wealth Management
Connecticut
$757K +$770K +16,421 New
SFM
229
Signet Financial Management
New Jersey
$744K +$74.1K +1,581 +11%
SPC
230
Sigma Planning Corp
Michigan
$707K -$12.1K -259 -2%
IWN
231
Independent Wealth Network
Iowa
$670K +$231K +4,919 +51%
OIA
232
OneDigital Investment Advisors
Kansas
$650K +$97.8K +2,087 +17%
CSPIA
233
Cary Street Partners Investment Advisory
Virginia
$618K +$629K +13,407 New
PFS
234
Prospera Financial Services
Texas
$564K +$171K +3,638 +42%
AWM
235
Axxcess Wealth Management
California
$557K -$166K -3,550 -23%
MFG
236
Mosaic Financial Group
Illinois
$554K +$5.06K +108 +0.9%
AWP
237
Axis Wealth Partners
Rhode Island
$545K +$554K +11,824 New
ASN
238
Advisory Services Network
Georgia
$531K +$58.1K +1,239 +12%
LSPW
239
Lake Street Private Wealth
Illinois
$502K +$95.6K +2,039 +23%
Envestnet Portfolio Solutions
240
Envestnet Portfolio Solutions
Illinois
$502K +$116K +2,472 +29%
AIM
241
Anchor Investment Management
South Carolina
$493K
UWM
242
USAdvisors Wealth Management
Minnesota
$493K -$12.7K -271 -2%
IA
243
IFP Advisors
Florida
$490K -$22.5K -479 -4%
AG
244
Ascent Group
Virginia
$480K +$20.5K +438 +4%
PAG
245
Private Advisor Group
New Jersey
$469K +$10.8K +231 +2%
BC
246
Brio Consultants
California
$461K +$21.5K +458 +5%
AGP
247
Autumn Glory Partners
Texas
$451K
DFG
248
Delta Financial Group
New Jersey
$433K +$441K +9,408 New
DAS
249
Dynamic Advisor Solutions
Arizona
$431K +$20.7K +442 +5%
SWIM
250
Smallwood Wealth Investment Management
New Jersey
$426K +$434K +9,249 New