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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
251
Kingsview Wealth Management
Oregon
$676K -$368K -7,921 -36%
OIA
252
OneDigital Investment Advisors
Kansas
$667K +$3.16K +68 +0.5%
MW
253
Maia Wealth
Colorado
$666K +$670K +14,414 New
JSL
254
JT Stratford LLC
Georgia
$657K +$650K +13,971 New
CSPIA
255
Cary Street Partners Investment Advisory
Virginia
$653K +$21.7K +466 +3%
SWIM
256
Smallwood Wealth Investment Management
New Jersey
$652K +$214K +4,604 +50%
PFS
257
Prospera Financial Services
Texas
$652K +$75K +1,612 +13%
SFM
258
Signet Financial Management
New Jersey
$641K -$117K -2,520 -16%
UWM
259
USAdvisors Wealth Management
Minnesota
$631K +$77.9K +1,675 +16%
CD
260
Chapin Davis
Maryland
$630K +$623K +13,400 New
OMC
261
Old Mission Capital
Illinois
$611K +$604K +12,979 New
ASN
262
Advisory Services Network
Georgia
$609K +$66.5K +1,431 +12%
AWP
263
Axis Wealth Partners
Rhode Island
$604K +$47K +1,010 +9%
EFG
264
Elm3 Financial Group
Georgia
$598K -$514K -11,061 -47%
MFG
265
Mosaic Financial Group
Illinois
$570K +$4.98K +107 +0.9%
LSPW
266
Lake Street Private Wealth
Illinois
$567K +$53.9K +1,158 +11%
GS
267
GWN Securities
Florida
$566K +$559K +12,028 New
AG
268
Ascent Group
Virginia
$538K +$47K +1,011 +10%
FFWA
269
FRG Family Wealth Advisors
Washington
$527K -$834K -17,925 -62%
AIM
270
Anchor Investment Management
South Carolina
$503K
BC
271
Brio Consultants
California
$497K +$25.4K +546 +5%
DOA
272
D'Orazio & Associates
Virginia
$490K +$88.5K +1,903 +22%
PAG
273
Private Advisor Group
New Jersey
$463K -$16.3K -350 -3%
TPWA
274
Twin Peaks Wealth Advisors
California
$461K +$104K +2,242 +29%
GWM
275
Geneos Wealth Management
Colorado
$459K +$121K +2,603 +36%