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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
276
Prospera Financial Services
Texas
$1.61M +$581K +12,380 +57%
BAM
277
Belpointe Asset Management
Nevada
$1.58M +$106K +2,268 +7%
GRP
278
Global Retirement Partners
California
$1.57M +$1.56M +33,353 New
LWMI
279
Legacy Wealth Management (Idaho)
Idaho
$1.56M -$442K -9,428 -22%
DWM
280
DeLarme Wealth Management
California
$1.5M +$51.1K +1,090 +4%
AWM
281
Aprio Wealth Management
Georgia
$1.5M +$1.29M +27,578 +631%
CFS
282
CRA Financial Services
New Jersey
$1.48M +$11.1K +237 +0.8%
JC
283
JM2 Capital
Oklahoma
$1.44M +$46.9K +1,001 +3%
GSIAS
284
Garden State Investment Advisory Services
New Jersey
$1.42M -$68.1K -1,452 -5%
SP
285
Sequent Planning
Nebraska
$1.42M -$15K -320 -1%
XPN
286
XY Planning Network
Montana
$1.42M +$297K +6,336 +27%
CHIA
287
Copper Harbor Investment Advisors
Wisconsin
$1.37M +$1.36M +29,098 New
NWM
288
Nolet Wealth Management
Texas
$1.34M +$23.5K +501 +2%
RPGK
289
Retirement Planning Group (Kansas)
Kansas
$1.33M -$103K -2,191 -7%
RGF
290
Retirement Guys Formula
Ohio
$1.33M +$18.3K +390 +1%
SPIA
291
Steward Partners Investment Advisory
New York
$1.31M +$14.1K +301 +1%
SIAP
292
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.3M – – –
REMPR
293
Roof Eidam Maycock Peralta (REMP)
California
$1.3M +$50.4K +1,075 +4%
HBW
294
Hazlett, Burt & Watson
West Virginia
$1.28M +$138K +2,948 +12%
DWM
295
Diversify Wealth Management
Utah
$1.28M -$426K -9,080 -25%
DAS
296
Diversify Advisory Services
Utah
$1.28M +$967K +20,621 +294%
GFG
297
Goldstone Financial Group
Illinois
$1.25M -$10.4K -221 -0.8%
MFG
298
Menard Financial Group
Texas
$1.25M -$202K -4,301 -14%
HA
299
Helium Advisors
Washington
$1.24M +$1.24M +26,445 New
EWM
300
Elevation Wealth Management
Minnesota
$1.24M +$35.8K +764 +3%