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JPMorgan Core Plus Bond ETF
JCPB

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
251
Journey Strategic Wealth
New Jersey
$863K -$62.2K -1,338 -7%
CFP
252
Comprehensive Financial Planning
Pennsylvania
$858K +$10.6K +228 +1%
RA
253
RFG Advisory
Alabama
$851K +$133K +2,857 +19%
KCIC
254
Kuhn & Co Investment Counsel
Illinois
$836K – – –
PFS
255
Prospera Financial Services
Texas
$764K +$110K +2,374 +17%
SPC
256
Sigma Planning Corp
Michigan
$761K +$41.3K +890 +6%
UWM
257
USAdvisors Wealth Management
Minnesota
$734K +$150K +3,229 +26%
CSPIA
258
Cary Street Partners Investment Advisory
Virginia
$729K +$75.1K +1,616 +12%
IWN
259
Independent Wealth Network
Iowa
$724K +$14.8K +318 +2%
PAWA
260
Palo Alto Wealth Advisors
California
$714K -$58.4K -1,258 -8%
AAS
261
Ameritas Advisory Services
Nebraska
$712K -$643K -13,839 -48%
PS
262
Principal Securities
Iowa
$696K +$687K +14,794 New
AF
263
Advisornet Financial
Minnesota
$696K +$356K +7,674 +108%
KWM
264
Kingsview Wealth Management
Oregon
$685K +$8.59K +185 +1%
BC
265
Brio Consultants
California
$677K +$178K +3,825 +36%
OP
266
ORG Partners
Indiana
$668K +$663K +14,269 New
EIP
267
Ellis Investment Partners
Pennsylvania
$663K +$299K +6,437 +84%
AWP
268
Axis Wealth Partners
Rhode Island
$635K +$30.6K +658 +5%
SFM
269
Signet Financial Management
New Jersey
$631K -$9.8K -211 -2%
CD
270
Chapin Davis
Maryland
$631K – – –
AG
271
Ascent Group
Virginia
$625K +$86.4K +1,859 +16%
LSPW
272
Lake Street Private Wealth
Illinois
$614K +$45.9K +989 +8%
ASN
273
Advisory Services Network
Georgia
$613K +$6.64K +143 +1%
OIA
274
OneDigital Investment Advisors
Kansas
$604K -$62.7K -1,350 -10%
DOA
275
D'Orazio & Associates
Virginia
$602K +$110K +2,374 +23%
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11
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