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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
251
Dorsey & Whitney Trust
South Dakota
$2.19M – – –
GWM
252
Greenline Wealth Management
Florida
$2.18M +$64.9K +1,368 +3%
QCIG
253
Quad-Cities Investment Group
Iowa
$2.17M +$79.2K +1,669 +4%
EWA
254
Etesian Wealth Advisors
Oregon
$2.15M +$41.5K +874 +2%
EIP
255
Ellis Investment Partners
Pennsylvania
$2.15M +$827K +17,429 +62%
CCM
256
Coldstream Capital Management
Washington
$2.13M +$1.25M +26,405 +141%
LWMI
257
Legacy Wealth Management (Idaho)
Idaho
$2.01M +$106K +2,236 +6%
PP
258
PDS Planning
Ohio
$1.99M +$320K +6,746 +19%
AWA
259
Arkadios Wealth Advisors
Georgia
$1.99M +$2M +42,191 New
SWIM
260
Smallwood Wealth Investment Management
New Jersey
$1.99M +$156K +3,284 +8%
IWC
261
Integrated Wealth Concepts
Massachusetts
$1.96M +$1.76M +37,010 +787%
ICM
262
Islay Capital Management
Texas
$1.92M +$1.92M +40,410 +9,184%
WF
263
Wayfinding Financial
Washington
$1.86M +$439K +9,244 +31%
FA
264
Fiduciary Alliance
South Carolina
$1.83M +$138K +2,899 +8%
TFS
265
Thoroughbred Financial Services
Tennessee
$1.77M +$86.8K +1,829 +5%
GPW
266
Gentry Private Wealth
Kansas
$1.75M +$614K +12,937 +53%
BlackRock
267
BlackRock
New York
$1.75M +$297K +6,258 +20%
MHR
268
Matthew Hamilton Rosenberg
$1.75M -$98.8K -2,081 -5%
DWM
269
Diversify Wealth Management
Utah
$1.72M +$1.33M +28,066 +325%
KWM
270
Kingsview Wealth Management
Oregon
$1.71M +$489K +10,308 +40%
TWM
271
TopTier Wealth Management
Wisconsin
$1.7M +$223K +4,700 +15%
SOS
272
Silver Oak Securities
Tennessee
$1.65M +$1.01M +21,258 +155%
PWM
273
Peck Wealth Management
New York
$1.63M +$30.8K +650 +2%
RWB
274
RMR Wealth Builders
New Jersey
$1.63M +$76.3K +1,608 +5%
SFS
275
Sowell Financial Services
Arkansas
$1.6M +$225K +4,738 +16%